Know which Medicare Advantage leads are worth a policy review
Every submission captures Medicare Part A/B enrollment status, current coverage type, and whether the caller is the final decision-maker, along with a photo of their Medicare card, so your team walks into every policy review already knowing the fit.
Preview your medicare advantage intake
Explore 7 questions from the Medicare Advantage template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified medicare advantage lead should tell you
Qualification for prospects evaluating a Medicare Advantage plan, capturing Medicare enrollment status, current coverage, network needs, and decision-making authority before an agent commits time to a policy review.
- Enrolled In Medicare Part
- Current Coverage Situation
- Into Medicare Advantage Plans
- Have Specific Doctors, Hospitals,
- Person Who Will Make
- Timing Making Plan Decision
- In What State Reside
The questions your team needs answered
Every medicare advantage intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you currently enrolled in Medicare Part A and Part B? | Confirmed enrollment in both Part A and Part B is a prerequisite for Advantage eligibility, so a yes answer separates ready-to-enroll leads from those who aren't eligible yet. |
| What is your current coverage situation? | Knowing whether someone is new to Medicare, on Original Medicare, already on an Advantage plan, or on a supplement determines whether the conversation is education, a switch, or a different product entirely. |
| Why are you looking into Medicare Advantage plans now? | The stated reason for looking now reveals the motivation driving the inquiry, from cost pressure to a life change, which shapes how the agent opens the review. |
| Do you have specific doctors, hospitals, or prescriptions you want the plan to cover? | A yes here means the agent needs to check network and formulary coverage against the lead's specific doctors and prescriptions before recommending any plan. |
| Are you the person who will make the final enrollment decision? | If the person completing the form isn't the final decision-maker, the enrollment conversation needs to include a caregiver or family member, changing how the follow-up is booked. |
| What is your timing for making a plan decision? | Timing separates leads deciding within weeks or during the current enrollment period from those just browsing, which should determine callback priority. |
| In what state do you currently reside? | Medicare Advantage plan availability and pricing vary by county and state, so this field determines which licensed agent and which plans can even be offered. |
How Cliont scores medicare advantage leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Enrolled In Medicare Part: yes
- Person Who Will Make: yes
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Medicare Advantage Lead
From first click to qualified lead
Follow prospects and clients through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the project
Smart questions adapt to their project and capture the full scope.
They share the details
The scope and any documents come attached, so you can scope before the first call.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for medicare advantage workflows
| Cliont capability | Medicare Advantage application |
|---|---|
| Weighted lead scoring | Confirmed Part A/B enrollment and final decision-maker status are the two highest-weighted answers, so verified, ready-to-decide prospects rise above research-only submissions in the CRM. |
| Conditional follow-up context | The coverage situation answer (new to Medicare, Original Medicare only, existing Advantage plan, or Medigap) tells the agent which talk track to open with before they ever pick up the phone. |
| State-based lead routing | The free-text state field lets Cliont route the lead to an agent licensed and appointed to sell Medicare Advantage in that state, since plan availability is county-specific. |
| Nurture tagging for low-intent leads | Leads that select 'just exploring options for now' on timing get tagged for a nurture sequence instead of an immediate call attempt, keeping the CRM queue focused on active decisions. |
Example medicare advantage lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Adult child researching for a parent
The person filling out the form answers no to being the final decision-maker, so the lead is flagged to loop in the actual enrollee before scheduling a review.
Newly eligible, exploring for first time
Coverage situation shows 'New to Medicare' and reason is 'Becoming eligible soon' — these leads need a plan-basics conversation, not a switch pitch.
Enrolled member with specific providers
Already on Part A and B and flags specific doctors or prescriptions to cover, so the agent checks network and formulary before the call instead of during it.
Cost-driven annual enrollment switcher
Reason for looking is cost concern and timing is 'within the next few weeks' — a near-term, motivated lead that should route ahead of casual browsers.
Just browsing, no timeline set
Timing is 'just exploring options for now' with coverage situation marked 'not sure' — still captured, but sequenced for nurture rather than an immediate call.
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Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More health insurance intake templates
Medicare Advantage lead-intake FAQs
How does the intake tell a real Medicare Advantage prospect from someone just researching?
Confirmed enrollment in Medicare Part A and Part B and being the final decision-maker are the two highest-weighted answers, so leads with both push to the top of the CRM queue while 'just exploring' timing answers score lower.
Can the form capture provider and prescription details before I call?
Yes — the intake asks whether the lead has specific doctors, hospitals, or prescriptions they want covered, so you know to pull network and formulary details before the review instead of during it.
What happens if the person filling out the form isn't the one enrolling?
If they answer no to being the final decision-maker, the lead still comes through but is flagged so your team can involve the actual enrollee before booking a policy review.
How does the intake handle enrollment period timing?
The timing question separates leads deciding 'within the next few weeks' or 'during the current enrollment period' from those 'just exploring,' so urgent windows get called back first.
Does the intake distinguish Medicare Advantage interest from Medicare Supplement interest?
The coverage situation question includes an option for people who already have Medicare with a supplement (Medigap), which helps route them toward a Medicare Supplement conversation instead of Advantage.
What do you collect to verify the lead's Medicare status?
The intake asks for a Medicare card photo and, if applicable, a current plan ID card, so your team can confirm enrollment details before the first call.
Turn medicare advantage visitors into qualified clients
Give every medicare advantage visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.