RetireMed helps people transition from employer insurance to Medicare with confidence and is a trusted partner to over 50,000 individuals across Ohio, Kentucky, Indiana, and Florida. Their mission is clear: to make choosing health insurance easier, helping people live healthier, more secure lives.
To support their ongoing growth and ensure their marketing strategy aligned with business goals, RetireMed wanted to better understand the connection between marketing efforts and sales outcomes. They aimed to set clearer expectations around campaign performance, lead generation, and ROI, ultimately giving their leadership team a clear picture of how marketing was driving overall business success.
Anne Behm, Director of Marketing at RetireMed, shares, “We were trying to get a better understanding of how marketing impacted the business from a sales perspective. We wanted to level-set expectations around campaign performance, lead generation, and conversion to sales, and understand what we could truly count on marketing to deliver.”
A Practical, Results-Oriented Approach
After reaching out to Amy Connor from CMO-OnLoan, Amy & her team collaborated closely with RetireMed’s team, taking a hands-on approach to developing a marketing framework that would support long-term growth. Together, they evaluated RetireMed’s current marketing strategy and identified opportunities to enhance their effectiveness, which involved exercises like mapping the customer journey, identifying gaps in the process, and refining internal workflows. By aligning the marketing strategy with business drivers, RetireMed’s team was empowered to measure progress and make informed decisions.
Amy said, “RetireMed had just completed a rebrand and had a strong team. Our role was to help Anne build confidence and strategy, to coach and support her while also providing strategic marketing guidance that aligned directly with business growth goals.”
Creating Tailored, Actionable Solutions
CMO-OnLoan provided practical tools and frameworks to help RetireMed gain clarity on their marketing KPIs, determine optimal budget allocations, and measure the impact of their efforts. They developed a customized dashboard to track marketing contributions, allowing the team to adjust strategies and ensure consistent results. Additionally, they created a clear set of goals and expectations to guide future marketing initiatives.
Anne stated, “We had assumptions but were not 100% sure, and CMO-OnLoan helped us challenge those with real data. It allowed us to have grounded conversations with leadership about where growth was coming from, what the impact of marketing spend would be, and what we needed to adjust.
“It validated a lot of things we were doing right and gave our team confidence that our marketing efforts were aligned, effective, and positioned to scale.”
Empowering the RetireMed Team
Through the partnership, RetireMed not only achieved greater alignment between marketing and sales, but also strengthened their internal capabilities. They gained a clearer understanding of what drives business results and established a disciplined process for measuring and adjusting their approach.
Looking ahead, RetireMed is focused on expanding their offerings and broadening public awareness of their services, including highlighting that Medicare is not just for retirees and can benefit individuals well before traditional retirement age.
Anne adds, “We want to change the perception that we’re only for people retiring. Medicare doesn’t equal retirement; you can still be working and benefit from our services. We’re working to broaden that understanding in the market.”
A Shared Commitment to Growth and Excellence
Anne shared her gratitude for the collaboration. “It was great to have a third-party set of eyes take a look at the business and help us evaluate the things we’re doing well and where we could improve. They were a wealth of knowledge, and everyone who met with them learned something each time we worked together.”
Amy expressed her appreciation for the partnership, stating, “Anne and the RetireMed team are incredible. It was so fulfilling to walk alongside them on this journey, spark new ideas, and help build their confidence.” CMO-OnLoan is excited to watch RetireMed’s momentum grow as they continue to build on this strong foundation.
Learn more about RetireMed at https://www.retiremed.com.