60–90 days. Three markets. One clear yes/no.
A right-sized pilot that de-risks enterprise rollout without slowing the field.
Audience
- Medicare Field Sales Agents
- Community Event Teams
- Broker Representatives
Timeline
Weeks 1–2
Kickoff
Cards printed with QR code, landing pages provisioned, agents onboarded.
Weeks 3–6
In-market
Field deployment across three markets, weekly check-ins.
Weeks 7–10
Optimize
Iterate on landing copy, resource cards, and follow-up timing.
Weeks 11–13
Readout
Executive readout with pilot-to-production recommendation.
Pilot Locations
Community Events
Sunrise Senior Fair, Westside Health Expo, YMCA pop-ups.
Retail
In-pharmacy partnerships and standalone Medicare kiosks.
Broker Meetings
Regional broker breakfasts and independent-broker channel.
Success Criteria
Lead Capture Rate
40%
Appointment Rate
12%
Enrollment Conversion
5%
Agent Adoption
85%
Consumer Engagement
3.2 actions/tap