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With 20 years of Marketing and Public Relations expertise with Fortune 500 Companies and over 8 years deeply immersed in Medicare, Lori thrives on partnering with brokers to achieve sustainable business growth. Working together, Lori helps agents build strategic lock-in and AEP marketing plans with a focus on ROI and high impact tactics while positioning the agent as an invaluable, trusted resource in the agents community.
Lori's unique background bridges the gap between corporate marketing strategy and the highly specialized world of Medicare insurance. She understands both the big picture of building a brand and the granular details of Medicare plan enrollment, compliance, and client retention. This also provides her with insight into the daily challenges and unique opportunities available to compliantly and ethically guide agents to solutions that deliver results.
As Broker Growth & Development Manager at Medicare Made Simple, Lori works one-on-one with agents and agencies to develop customized growth strategies, marketing plans, and business development roadmaps. Whether an agent is brand-new, working part time, or a seasoned vet with years of Medicare experience, Lori's guidance helps brokers elevate their game by providing the tools and training needed to help brokers not just survive in the Medicare space — but truly thrive.
Lori is also a key resource for agents looking to leverage technology platforms, social media, and digital marketing to grow their client base in a compliant, effective way. If you work with Medicare Made Simple, or are considering it, contact Lori today to schedule your personalized Marketing Planning session.