What yield means on a Medicare lead dollar

Yield is what you keep from every lead dollar: conversion quality, accretion, and contract value across the enrollment lifecycle. Volume is not yield. Paying for a ping that never enrolls is not yield. An agent spending talk and after-call work on a dead lead is not yield.

UnifiedYield makes that math visible. Filter decides what is worth buying. Screen decides what is worth an agent's time. Retain holds the book after enrollment. The numbers below are benchmarks from UGP-owned Medicare agencies — not a promise for every mix and campaign.

Lead spend is the largest unaccountable line item in health insurance sales.

In a year, 90%+ of bought leads never produce an enrollment — yet agencies pay for every one. Each dead lead still costs ~14 min of talk plus after-call work. Before the buy, you have 0 visibility to evaluate quality.

90%+

of bought leads

never produce an enrollment in a year, yet agencies pay for every one

~14 min

of agent time per dead lead

talk plus after-call work, compounding across thousands of leads per month

0

visibility before buying

to evaluate lead quality before an agent receives the call

The lifecycle of a single lead request

Filter accepts or rejects the lead at intake. Screen ranks what survives — all before an agent's time is spent.

Volumes here are illustrative. Thousands of pings come in; a fraction are accepted; fewer are qualified; agents work a ranked handful, best first. The point is the sequence — not a sample-day count.

Stage 00 · Intake

Thousands in

Pings arrive from the sources you already buy.

Stage 01 · Filter

A fraction accepted

Score intent and fit at the acceptance moment. Only leads worth buying get through.

Rejected before you receive a call

Stage 02 · Screen

Fewer qualified

AI qualifies intent and ranks what survived Filter.

Disqualified before transfer

Stage 03 · Agent

Ranked, best first

High-intent leads are warm-transferred. Agents work the best opportunities first.

Filter makes spend accountable at intake. Screen ranks what survives. Retain holds members after they enroll.

What accountable lead spend looks like

When intake is filtered and agents work ranked queues, conversion lifts versus raw calls, the book accretes, and rapid disenrollment improves.

↑ 50%

conversion-rate lift

vs. raw calls in UGP agencies, from prioritized lead routing

85%

accretion rate

from focused leads

↓ 15%

rapid disenrollment rate

improvement from higher client engagement

Benchmarks from UGP-owned Medicare agencies · Your results will vary by lead mix and campaign

Frequently asked questions

What is ping/post filtering?

In ping/post, you decide to accept a lead in milliseconds, before you pay. Filter scores intent and fit at that acceptance moment and rejects leads that are not worth buying — so spend is accountable before an agent is involved.

What does ranked routing versus raw calls mean?

Raw calls send every accepted lead to an agent in arrival order. Ranked routing (Screen) qualifies intent and puts the best opportunities first. In UGP-owned agencies, that produced a 50% conversion-rate lift versus raw calls.

What is accretion and rapid disenrollment?

Accretion is the rate at which your book grows as enrollments stick. Rapid disenrollment is members who leave shortly after they enroll. Focused leads in UGP-owned agencies produced an 85% accretion rate and a 15% improvement on the rapid disenrollment rate.

Where do these numbers come from?

They are benchmarks from Unified Growth Partners' owned Medicare agencies. 90%+ of bought leads never produce an enrollment in a year. Conversion-rate lift is versus raw calls. Results vary by lead mix and campaign — these are not a guarantee.

See UnifiedYield in your operation

Request a Demo
← Back to education