Generate HIPAA-compliant Medicare leads with verified phone numbers
MakeForms helps Medicare agencies generate 100% owned qualified Medicare leads with multi-step smart forms. Collect HIPAA-compliant PHI, verify them with OTP, capture TrustedForm-certified consent, and help more enrollment-ready prospects reach your agents.
T65 enrollment windows are some of the highest-converting periods in Medicare marketing.
Prospects turning 65 and entering Medicare for the first time are easier to enroll because they’re making a brand-new coverage decision instead of switching away from an existing plan.They're in the Initial Enrollment Period (IEP), which opens 3 months before their 65th birthday and closes 3 months after. The challenge is identifying them early enough.
Most Medicare agents miss this window because they don't have a system to target prospects by age in real time. Use MakeForms HIPAA compliant forms to capture age, verify phone numbers with OTP and route anyone reporting their 65th birthday within 6 months, to a priority CRM T65 pipeline automatically.
Publish-Ready Lead Gen Templates for Medicare Enrollment
T65, Medicare Advantage, and Medicare Supplement leads all qualify differently. Our template library has optimized HIPAA compliant forms built specifically for each Medicare lead type.
Built for high-intent T65 Medicare leads
T65 prospects are entering Medicare for the first time, making them one of the highest-intent Medicare lead segments. These forms can help agencies qualify enrollment timing, employer coverage status, and prescription needs before the lead reaches sales. Form includes:
Built for Medicare Advantage qualification
Medicare Advantage prospects are usually comparing plans, frustrated with their current coverage, or looking for better network and prescription benefits. These forms help qualify switching intent before enrollment conversations begin. Form includes:
Built for Medicare Supplement qualification
Medicare Supplement prospects are often looking for broader coverage and are more sensitive to premium range and underwriting eligibility. These templates help agencies pre-screen budget, enrollment status, and health qualification early in the flow. Form includes:
The real difference between live transfers and owned Medicare leads
Live transfer Medicare leads solve one problem really well: contact rates. A call center qualifies the prospect and connects them directly to your agent live on the phone. But the tradeoff is control. You’re paying for every transferred call, using someone else’s qualification script, and relying on a consent record that belongs to the vendor, not your agency. MakeForms helps Medicare agencies generate their own exclusive Medicare leads connected to HIPAA-compliant qualification forms with OTP verification and TrustedForm-certified consent built in.
$50–$120 per connected call
A call center qualifies the prospect first, then transfers the call live to your agent. Contact rates are high, but the qualification logic is generic, the consent record belongs to the vendor, and you still pay for transfers that never convert.
$45–$75 CPL with 89%+ verified contact rates
Run Meta or Google ads directly into a MakeForms Medicare qualification flow. You own the traffic, the qualification logic, and the leads, with OTP verification, HIPAA compliance, and TrustedForm-certified consent built into every submission.
Your agents are closers, not prospectors
If your agents are highly skilled but hate working a cold lead list, live transfers deliver warm prospects. The higher cost per transfer is worth it for the right agent profile.
You need volume immediately during AEP
If it's October 20 and you haven't built a digital lead gen system, live transfers are your fastest path to volume for the rest of the enrollment period.
When MakeForms digital is the better choice:
You're spending $5k+/month on leads. You want your own TrustedForm consent records. You want to control the qualification criteria. You're building a long-term lead gen system, not just buying volume.
HIPAA compliance starts at the form level
Prescription details, Medicare coverage status, and health-related questions all fall under PHI. Using a non-HIPAA-compliant form builder to collect that information creates major compliance risk.
MakeForms helps agencies collect Medicare leads securely with HIPAA-compliant forms, signed BAAs, encrypted PHI handling, and US data residency built into the platform.
What 200+ agencies actually see.
Questions Medicare agents ask before switching.
How do Medicare agents get leads?
How much do Medicare leads cost?
What is the best time to generate Medicare leads?
What are T65 Medicare leads?
What is the best CRM for Medicare agents?
Do Medicare lead forms need to be HIPAA-compliant?
What fields should a Medicare lead form have?
How do I generate Medicare Advantage leads specifically?
T65, Advantage, Supplement. Every Medicare lead pre-qualified and verified.
Book a 15-minute demo. We'll build a Medicare qualification form for your product type and states live — T65 routing, age gate, OTP, TrustedForm, and HIPAA-compliant PHI field marking. Ready before AEP.
No credit card. No commitment. 15 minutes.