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Generated Nov 4, 2026
  1. Programmable
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  3. Spring Venture Group
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growth playbook · Nov 4, 2026

springventuregroup.com (opens in a new tab)

Spring Venture Group growth playbook

Diagnosis

Spring Venture Group runs two strong consumer brands (United Medicare Advisors, with 900K+ Medigap policies written since 2009, and SmartMatch for Medicare Advantage) and is hiring a Senior Growth Marketing Specialist to turn traffic into form fills, quote completions and calls at a lower cost per acquisition.

The first gains are fixes, not tests: on UMA the call band button links to "tel:tel:", the header "Get Rates" button dials instead of opening rates, the portal menu loops to the homepage, and the money pages still say 2026.

After that, the playbook builds a shared dashboard and a scored test backlog across both brands, simplifies the rate form, adds after-hours booking and agent-page booking, and ties tests to policies that stay on the books.

Growth Score

7/10

Biggest Opportunity

Make every call and quote path work and match the searcher's year, then use two sister brands as a built-in test-and-replicate engine.

Biggest Risk

Medicare marketing is closely regulated and competitors such as GoHealth, SelectQuote and Chapter bid on the same searches, so slow compliance review or tests judged on leads instead of policies can raise acquisition cost.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    Fix the call and rate buttons on United Medicare Advisors before running the first A/B test

    Change the call band button's link to tel:+18556659200 and test it on a phone.

    High impact First result in 1 week
  2. 2

    Move United Medicare Advisors' rate, chart and state pages from 2026 to 2027 in titles and headings

    Change the title of /comparison-shop/ to 2027.

    High impact First result in 2 weeks
  3. 3

    Split the UMA rate form into steps, starting with ZIP, and fix the 100-year birth-year list

    Watch 50 Hotjar recordings of the rate form.

    High impact First result in 1 month

02

Your idea portfolio

21 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 7 ideas are marked Unexpected: plays you are unlikely to have tried.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 4Big bets · 8Fill-ins · 5Reconsider · 4
Effort →

Showing 21 of 21 ideas

This week 6

Quick wins with a clear first action.

  • 01

    The new Senior Growth Marketing Specialist will be judged on form fills, quote completions and "click-to-call telephone actions". On unitedmedicareadvisors.com, three of those paths are broken or mislabeled today: the "Call 1 (855) 665-9200" button in the call band on the homepage and the Medicare Supplement and Medicare Advantage pages links to "tel:tel:+18556659200", which is not a valid phone link; the header button labelled "Get Rates" starts a phone call instead of opening the rate form; and the "Customer Portal" menu sends existing customers back to the homepage. A test run on top of these would measure the bugs, not the variants.

    High impactLow effort First result in 1 week Senior Growth Marketing Speci…

    First action

    Change the call band button's link to tel:+18556659200 and test it on a phone.

    How to measure it

    Click-to-call events from UMA pages

    Now
    –
    Target
    +15%
    By
    30 days

    Steps

    1. 1

      Fix the call band

      Correct tel:tel: in the Breakdance global block.

      Web Developer 30 minutes

    2. 2

      Fix the header

      "Get Rates" opens the rate form; phone links use tel:+1 format.

      Web Developer 1 hour

    3. 3

      Fix portal links

      Full https:// address on the menu and Sign In items.

      Web Developer 15 minutes

    4. 4

      Test on phones

      Every call and form button on the top 20 pages, iPhone and Android.

      Senior Growth Marketing Specialist 1 day

    5. 5

      Tag the clicks

      GA4 event per button, page and brand in Tag Manager.

      Senior Growth Marketing Specialist 1 day

    6. 6

      Sweep SmartMatch

      The same checklist on smartmatch.com.

      Senior Growth Marketing Specialist 1 day

    7. 7

      Set a monthly check

      Automated link check on tel: and form buttons.

      Web Developer 2 hours

    First result
    1 week
    Cost
    Staff time only
    Owner
    Senior Growth Marketing Specialist

    Smallest test

    Fix the call band button today and compare calls from those pages for two weeks.

    Why it works

    Do a one-day conversion QA sweep before the experimentation roadmap starts: correct the call band button to tel:+18556659200 in the Breakdance global block (one fix covers every page that uses it), make "Get Rates" open the rate form (or rename it "Call for rates"), write all phone links as tel:+18556659200 without target="_blank", and give the portal menu links the full https:// address. Then check every call and form button on the top 20 landing pages on a real iPhone and Android phone, fire a GA4 event for each, and repeat the sweep on SmartMatch.

    Click-to-call is one of the highest-intent actions a Medicare shopper takes, and every tap that fails is paid traffic lost. Fixing it also gives the experimentation program a clean baseline, so the first tests show real lifts instead of noise.

    Ready to use

    ChecklistConversion QA sweep

    [ ] Every tel: link reads tel:+18556659200 (no doubled prefix, no spaces)
    [ ] No phone link opens a new tab
    [ ] Buttons say what they do ("Get Rates" opens rates; "Call" dials)
    [ ] Portal links use https://myunitedmedicareadvisors.com
    [ ] Rate form and popup submit on iPhone and Android
    [ ] GA4 event fires for each call and form button
    [ ] Same checks on smartmatch.com
    [ ] Re-run monthly and after every global block change

    Risks and how to handle them

    • Call tracking numbers rewrite links

      Check the link after the call-tracking script runs, not only in the editor.

    • Breakdance global blocks are shared

      Preview two pages that use the block before publishing.

    Evidence

    • Website checkUnited Medicare Advisors (unitedmedicareadvisors.com, a Spring Venture Group brand built in Breakdance): the "Call 1 (855) 665-9200" button in the call-to-action band on the homepage, the Medicare Supplement page and the Medicare Advantage page links to "tel:tel:+18556659200", a doubled prefix that is not a valid phone link. In the header, the button labelled "Get Rates" dials the phone (tel:) instead of opening the rate form, and the phone links are written "tel:1 (855) 665-9200" with target="_blank". Checked November 4, 2026.Source
    • Website checkOn every United Medicare Advisors page checked, the "Customer Portal" menu item and its "Sign In" link point to "myunitedmedicareadvisors.com" without https://, so the browser treats them as a page on unitedmedicareadvisors.com, which redirects back to the homepage. The separate Customer Portal button links to the portal correctly.Source
    • HiringSenior Growth Marketing Specialist (remote, posted October 8, 2026), reporting to the Sr. Director, Engagement Marketing: "In the competitive Medicare brokerage space, every click counts." The mission is "to turn our web traffic into qualified leads - balancing digital form completions, online quote requests, and inbound phone calls", with an experimentation roadmap that "directly drives down Cost Per Acquisition (CPA)", "particularly as we scale up for peak seasons like the Annual Enrollment Period (AEP)".Source
    • HiringThe same role lists the work: "Ad-to-Page Alignment" for message match and Quality Score, "SEO Harmony" to protect rankings and metadata, A/B and multivariate tests in Optimizely or VWO, landing pages in "WordPress using the Breakdance Builder", GA4, Google Tag Manager and Hotjar for "form friction", and conversions from "high-intent form fills, digital quote engine completions, digital enrollments, and click-to-call telephone actions". It asks for awareness of "how tracking scripts and element styling impact PageSpeed scores", performance dashboards on "acquisition cost savings", and AI to generate "persuasive, compliant messaging variants".Source
  • 02

    Shoppers and ads are now on 2027 plans: SmartMatch titles its homepage "Compare 2027 Medicare Advantage Plans" and UMA itself publishes 2027 Medigap cost articles. Yet UMA's money pages still say 2026: the homepage title, the rate form ("2026 Medicare Quotes - Real Rates for Medigap Plans"), the comparison chart and the state rates page. A searcher typing "2027 Medigap rates" sees a 2026 page.

    High impactLow effort First result in 2 weeks SEO team

    First action

    Change the title of /comparison-shop/ to 2027.

    How to measure it

    Search click-through on the five pages

    Now
    –
    Target
    +10%
    By
    60 days

    Steps

    1. 1

      List the pages

      Every title or H1 with 2026 on UMA and SmartMatch.

      SEO team 2 hours

    2. 2

      Decide per page

      2027, or no year if evergreen.

      SEO team 2 hours

    3. 3

      Refresh figures

      Premiums, deductibles and limits for 2027 where published.

      Content team 3 days

    4. 4

      Compliance check

      Every changed figure and claim.

      Compliance team 2 days

    5. 5

      Publish

      Titles, H1s, descriptions and "updated" dates.

      SEO team 1 day

    6. 6

      Align ads

      Ad copy year matches the landing page.

      Paid Media team 1 day

    7. 7

      Calendar it

      Yearly rollover for both brands.

      Sr. Director, Engagement Marketing 1 hour

    First result
    2 weeks
    Cost
    $0
    Owner
    SEO team

    Smallest test

    Update the rate form title and compare clicks for two weeks.

    Why it works

    Update titles, H1s and meta descriptions on the five 2026 pages to 2027 (or drop the year where the content is evergreen), keep the URLs, refresh any 2026 figures, and add a visible "updated" date. Match the year in the paid search ads that point to each page. Put a yearly rollover on the content calendar for every brand.

    The year in the title is part of the search query for Medicare shoppers; matching it lifts click-through from search and ad relevance, which is exactly the message match the new role is hired to own.

    Risks and how to handle them

    • Rankings dip after title changes

      Keep URLs and change one page group at a time.

    Evidence

    • Website checkUnited Medicare Advisors page titles still lead with 2026: homepage "United Medicare Advisors | 2026 Medicare Plans & Support", the rate form "2026 Medicare Quotes - Real Rates for Medigap Plans" (/comparison-shop/), "2026 Medicare Supplement Comparison Chart", "2026 Medicare Supplement Rates by State" and "2026 Medicare Supplement Insurance". The same site already publishes "What We Know About 2027 Medigap Costs and Premiums" and a 2027 Medicare cost projections methodology page; sister brand SmartMatch titles its homepage "Compare 2027 Medicare Advantage Plans".Source
    • HiringThe same role lists the work: "Ad-to-Page Alignment" for message match and Quality Score, "SEO Harmony" to protect rankings and metadata, A/B and multivariate tests in Optimizely or VWO, landing pages in "WordPress using the Breakdance Builder", GA4, Google Tag Manager and Hotjar for "form friction", and conversions from "high-intent form fills, digital quote engine completions, digital enrollments, and click-to-call telephone actions". It asks for awareness of "how tracking scripts and element styling impact PageSpeed scores", performance dashboards on "acquisition cost savings", and AI to generate "persuasive, compliant messaging variants".Source
    • Your brandsSitemaps checked November 4, 2026: smartmatch.com lists 533 URLs, including 322 agent profile pages and 2027 articles; its "2027 Medicare Costs" article still opens with a note that the data "is currently based on SmartMatch's internal forecasting; official changes will be announced in October". unitedmedicareadvisors.com lists 342 URLs, including state pages (/states/), three ebooks and 2027 cost articles.Source
  • 03

    UMA's rate form asks for name, ZIP, phone, date of birth and email on one screen, all required, before any rate is shown. The birth-year list starts at 1920 and runs to 2021, so a 65-year-old scrolls through about 40 years to find their own. The page promises an average $581 saving but shows nothing in return for the details.

    High impactMedium effort First result in 1 month Senior Growth Marketing Speci…

    First action

    Watch 50 Hotjar recordings of the rate form.

    How to measure it

    Form completion

    Now
    –
    Target
    +20%
    By
    60 days

    Steps

    1. 1

      Measure drop-off

      Field-level abandonment in Hotjar and GA4.

      Senior Growth Marketing Specialist 1 week

    2. 2

      Design steps

      ZIP and plan letter, birth date, contact.

      UX/UI Designer 1 week

    3. 3

      Fix the year list

      Start near common Medicare ages.

      Web Developer 1 hour

    4. 4

      Compliance review

      Consent text stays on the contact step.

      Compliance team 3 days

    5. 5

      Build variant

      In Breakdance with tracking per step.

      Web Developer 1 week

    6. 6

      Run the test

      Optimizely or VWO, 50/50.

      Senior Growth Marketing Specialist 3 weeks

    7. 7

      Check lead quality

      Contact and close rate by variant.

      Chief Analytics Officer 1 month

    First result
    1 month
    Cost
    Testing tool and staff time
    Owner
    Senior Growth Marketing Specialist

    Smallest test

    Reverse the year list order this week and watch completion.

    Why it works

    Test a three-step version: ZIP and plan letter first (no personal data), then date of birth with the list starting at the most common Medicare ages, then contact details with a clear "an agent will call with your rates" note. Use Hotjar to find the field where people quit today, and test showing a rate range for the ZIP before the contact step.

    Short first steps raise completion because the shopper commits before the personal questions, and showing something in return earns the phone number. The role asks for exactly this: "form friction" and "digital quote engine completions".

    Risks and how to handle them

    • More leads, lower quality

      Judge the test on enrollments, not only form fills.

    • Consent wording

      Keep the full consent text next to the submit button.

    Evidence

    • Website checkUnited Medicare Advisors rate form (/comparison-shop/): "We need just a little more information to show you accurate rates"; first name, last name, ZIP, phone, date of birth and email are all required on one screen, the birth-year list runs from 1920 to 2021, and rates are not shown on the page after submitting. The page says UMA "saves clients an average of $581 when switching to a new Medigap Plan" and offers optional text updates.Source
    • HiringThe same role lists the work: "Ad-to-Page Alignment" for message match and Quality Score, "SEO Harmony" to protect rankings and metadata, A/B and multivariate tests in Optimizely or VWO, landing pages in "WordPress using the Breakdance Builder", GA4, Google Tag Manager and Hotjar for "form friction", and conversions from "high-intent form fills, digital quote engine completions, digital enrollments, and click-to-call telephone actions". It asks for awareness of "how tracking scripts and element styling impact PageSpeed scores", performance dashboards on "acquisition cost savings", and AI to generate "persuasive, compliant messaging variants".Source
    • Your brandsUnited Medicare Advisors homepage: "Helping over 670,000 beneficiaries pick a Medicare plan in the last 5 years", "900K+ Medicare Supplement policies written since 2009", "150+ Licensed, experienced insurance agents", a BBB A+ badge, Google reviews "Based on 874 reviews" in a live widget, and tools: a Medigap plan-letter quiz ("About 90 seconds", "No personal info to start"), a comparison chart, an IRMAA calculator and a penalty calculator. The live review widget shows recent reviews as they come, including one where the new policy's first premium was drafted earlier than the customer expected after switching.Source
  • 04

    The role must build "the ROI Data Story" and report "acquisition cost savings", across forms, quotes and calls. Calls are the hardest to attribute, and today a broken call button would not even show up as a lost conversion.

    High impactMedium effort First result in 1 month Senior Growth Marketing Speci…

    First action

    Write the four conversion definitions.

    How to measure it

    Top landing pages fully tracked

    Now
    –
    Target
    100%
    By
    30 days

    Steps

    1. 1

      Define conversions

      Four actions with exact rules.

      Senior Growth Marketing Specialist 2 days

    2. 2

      Tag events

      GA4 and Tag Manager on both brands.

      Senior Growth Marketing Specialist 1 week

    3. 3

      Join calls

      Tracking numbers to connected calls.

      Chief Analytics Officer 1 week

    4. 4

      Build dashboard

      By page, brand, channel.

      Chief Analytics Officer 1 week

    5. 5

      Review weekly

      With Paid Media and SEO.

      Sr. Director, Engagement Marketing weekly

    6. 6

      Add enrollments

      Join to sales outcomes.

      Chief Analytics Officer 1 month

    First result
    1 month
    Cost
    Staff time only
    Owner
    Senior Growth Marketing Specialist

    Smallest test

    Track call clicks on the UMA homepage this week.

    Why it works

    Define the four conversions (form fill, quote completion, call click, connected call over a set length) in GA4 and Tag Manager for UMA and SmartMatch, join connected calls from the phone system by tracking number, and build one weekly dashboard: conversions and cost per acquisition by page, brand and channel.

    A shared view makes every later test comparable and lets leadership see which pages produce enrollments, not just clicks.

    Risks and how to handle them

    • Double counting across brands

      One event schema with a brand field.

    Evidence

    • HiringThe same role lists the work: "Ad-to-Page Alignment" for message match and Quality Score, "SEO Harmony" to protect rankings and metadata, A/B and multivariate tests in Optimizely or VWO, landing pages in "WordPress using the Breakdance Builder", GA4, Google Tag Manager and Hotjar for "form friction", and conversions from "high-intent form fills, digital quote engine completions, digital enrollments, and click-to-call telephone actions". It asks for awareness of "how tracking scripts and element styling impact PageSpeed scores", performance dashboards on "acquisition cost savings", and AI to generate "persuasive, compliant messaging variants".Source
    • HiringSenior Growth Marketing Specialist (remote, posted October 8, 2026), reporting to the Sr. Director, Engagement Marketing: "In the competitive Medicare brokerage space, every click counts." The mission is "to turn our web traffic into qualified leads - balancing digital form completions, online quote requests, and inbound phone calls", with an experimentation roadmap that "directly drives down Cost Per Acquisition (CPA)", "particularly as we scale up for peak seasons like the Annual Enrollment Period (AEP)".Source
    • Website checkUnited Medicare Advisors (unitedmedicareadvisors.com, a Spring Venture Group brand built in Breakdance): the "Call 1 (855) 665-9200" button in the call-to-action band on the homepage, the Medicare Supplement page and the Medicare Advantage page links to "tel:tel:+18556659200", a doubled prefix that is not a valid phone link. In the header, the button labelled "Get Rates" dials the phone (tel:) instead of opening the rate form, and the phone links are written "tel:1 (855) 665-9200" with target="_blank". Checked November 4, 2026.Source
  • 05

    SmartMatch's "2027 Medicare Costs" article still opens with a note that its numbers are "based on SmartMatch's internal forecasting; official changes will be announced in October". In November that note tells a reader the page may be out of date, on exactly the kind of page that ranks for cost searches.

    Medium impactLow effort First result in 2 weeks Content team

    First action

    Search both blogs for "will be announced".

    How to measure it

    Rate requests from cost articles

    Now
    –
    Target
    +15%
    By
    60 days

    Steps

    1. 1

      Find notes

      Search for forecast wording.

      SEO team 2 hours

    2. 2

      Update figures

      From official releases.

      Content team 2 days

    3. 3

      Compliance check

      Figures and claims.

      Compliance team 2 days

    4. 4

      Add dates

      Visible "updated" date.

      SEO team 1 hour

    5. 5

      Add calls to action

      Rate form and call button.

      Senior Growth Marketing Specialist 1 day

    6. 6

      Monthly check

      Saved search on both blogs.

      SEO team monthly

    First result
    2 weeks
    Cost
    $0
    Owner
    Content team

    Smallest test

    Update the SmartMatch note today.

    Why it works

    Replace forecast notes with the published figures as soon as they are out, date each update, and add a monthly check of every article with "forecast", "projected" or a past month in its notes on both brands. Link each cost article to the rate form and the call button.

    Readers and AI assistants both favor pages that are clearly current, and a cost article is a natural step to a rate request.

    Risks and how to handle them

    • Publishing before figures are final

      Update only from official sources.

    Evidence

    • Your brandsSitemaps checked November 4, 2026: smartmatch.com lists 533 URLs, including 322 agent profile pages and 2027 articles; its "2027 Medicare Costs" article still opens with a note that the data "is currently based on SmartMatch's internal forecasting; official changes will be announced in October". unitedmedicareadvisors.com lists 342 URLs, including state pages (/states/), three ebooks and 2027 cost articles.Source
    • Website checkUnited Medicare Advisors page titles still lead with 2026: homepage "United Medicare Advisors | 2026 Medicare Plans & Support", the rate form "2026 Medicare Quotes - Real Rates for Medigap Plans" (/comparison-shop/), "2026 Medicare Supplement Comparison Chart", "2026 Medicare Supplement Rates by State" and "2026 Medicare Supplement Insurance". The same site already publishes "What We Know About 2027 Medigap Costs and Premiums" and a 2027 Medicare cost projections methodology page; sister brand SmartMatch titles its homepage "Compare 2027 Medicare Advantage Plans".Source
  • 06

    springventuregroup.com describes SmartMatch, United Medicare Advisors and SmartConnect but links to none of them, and its newest news post is from April 2024. PageSpeed also shows it still loads Google Optimize, a tool Google shut down in September 2023, which adds weight to a page that takes 10 seconds to show its heading in the lab test.

    Medium impactLow effort First result in 2 weeks Chief People Officer

    First action

    Remove the Google Optimize tag from Tag Manager.

    How to measure it

    Referral visits to brand sites

    Now
    –
    Target
    500 a month
    By
    60 days

    Steps

    1. 1

      Remove dead tags

      Google Optimize and unused tags.

      Web Developer 1 hour

    2. 2

      Link brands

      Each card to its site.

      Web Developer 1 hour

    3. 3

      Add news

      Three recent stories.

      Internal Communications 1 week

    4. 4

      Compress images

      Hero and background photos.

      Web Developer 2 hours

    5. 5

      Recheck speed

      PageSpeed on a phone.

      Web Developer 1 hour

    6. 6

      Track

      Referral visits and applications.

      Chief People Officer monthly

    First result
    2 weeks
    Cost
    $0
    Owner
    Chief People Officer

    Smallest test

    Remove the Optimize tag and rerun PageSpeed.

    Why it works

    Link each brand card to its site, add a short recent-news strip (awards, hires, AEP stories), and remove the Google Optimize tag and other unused tags from Tag Manager. Recheck PageSpeed after the change.

    Candidates for growth roles look at the brands they would work on; a clean, current corporate site also helps carrier and employer partners find SmartConnect.

    Risks and how to handle them

    • Tag removal breaks reporting

      Check which tags still fire data before deleting.

    Evidence

    • Your websitespringventuregroup.com: the "Our Brands" section describes SmartMatch, United Medicare Advisors and SmartConnect but links to none of their sites; the News page's latest post is dated April 30, 2024. Google PageSpeed on a phone: performance 63/100, the "grow with us" heading appears after 10.2 seconds in the lab, 4 MB downloaded, 2.6 seconds of render-blocking requests, and the page still loads Google Optimize (about 111 KB), a testing tool Google shut down in September 2023. Real visitors pass Core Web Vitals (largest paint 1.7 seconds).Source
    • HiringSpring Venture Group has five open roles on SmartRecruiters, all in Kansas City: the Senior Growth Marketing Specialist, a Financial Analyst, a DevOps Engineer I, a System Engineer Manager and a Data Integrity Specialist Intern who keeps the CRM accurate and works "with insurance carriers to investigate and resolve any discrepancies in payment receipts".Source
    • Your websiteSmartConnect is "the 'B2B' (business to business) growth engine within Spring Venture Group", working through "intermediaries, corporate HR professionals and industry carriers/associations" to help "Medicare-eligible working adults" with Medicare education and enrollment.Source

This quarter 10

The core plays for the next three months.

  • 07

    The role starts by owning "the Experimentation Roadmap", from hypothesis to analysis. Two brands with the same audience and different designs (UMA for Medigap, SmartMatch for Medicare Advantage) give a ready list of ideas: what one site does, the other can test.

    High impactMedium effort First result in 1 quarter Senior Growth Marketing Speci…

    First action

    Write the first ten hypotheses.

    How to measure it

    Tests concluded

    Now
    –
    Target
    4 a month
    By
    1 quarter

    Steps

    1. 1

      Gather ideas

      From both sites, Hotjar and agents.

      Senior Growth Marketing Specialist 1 week

    2. 2

      Score

      Lift, confidence, effort.

      Senior Growth Marketing Specialist 2 days

    3. 3

      Agree with partners

      Paid Media, SEO, UX.

      Sr. Director, Engagement Marketing 1 day

    4. 4

      Set guardrails

      Compliance pre-check for copy.

      Compliance team 1 week

    5. 5

      Run

      Two tests at a time per brand.

      Senior Growth Marketing Specialist ongoing

    6. 6

      Report

      Wins, losses and learnings.

      Senior Growth Marketing Specialist biweekly

    First result
    1 quarter
    Cost
    Testing tool licence
    Owner
    Senior Growth Marketing Specialist

    Smallest test

    Launch the first test within two weeks.

    Why it works

    Build one backlog scored by expected lift, confidence and effort, and start with ten tests drawn from the sites: SmartMatch's "check how your plan may change" entry on UMA, UMA's plan-letter quiz on SmartMatch, trust numbers beside forms, a sticky call bar on mobile, a callback time picker, and form steps. Review the backlog every two weeks with Paid Media, SEO and UX.

    A scored backlog keeps tests flowing through the peak season and stops the loudest idea from winning.

    Ready to use

    CopyFirst ten tests

    1. UMA: sticky mobile call bar vs none
    2. UMA: three-step rate form vs one screen
    3. UMA: trust numbers (900K+ policies, 150+ agents) beside the form
    4. UMA: "Is my Medigap premium going up?" entry on the homepage
    5. SmartMatch: plan-letter quiz entry for Medigap shoppers
    6. SmartMatch: callback time picker outside phone hours
    7. SmartMatch: "book with this agent" on agent pages
    8. Both: rate range shown before contact details
    9. Both: ad headline repeated as page H1
    10. Both: review snippets about patience and no pressure near the call button

    Risks and how to handle them

    • Too few conversions for significance

      Test on the highest-traffic pages and run longer.

    Evidence

    • HiringSenior Growth Marketing Specialist (remote, posted October 8, 2026), reporting to the Sr. Director, Engagement Marketing: "In the competitive Medicare brokerage space, every click counts." The mission is "to turn our web traffic into qualified leads - balancing digital form completions, online quote requests, and inbound phone calls", with an experimentation roadmap that "directly drives down Cost Per Acquisition (CPA)", "particularly as we scale up for peak seasons like the Annual Enrollment Period (AEP)".Source
    • HiringThe same role lists the work: "Ad-to-Page Alignment" for message match and Quality Score, "SEO Harmony" to protect rankings and metadata, A/B and multivariate tests in Optimizely or VWO, landing pages in "WordPress using the Breakdance Builder", GA4, Google Tag Manager and Hotjar for "form friction", and conversions from "high-intent form fills, digital quote engine completions, digital enrollments, and click-to-call telephone actions". It asks for awareness of "how tracking scripts and element styling impact PageSpeed scores", performance dashboards on "acquisition cost savings", and AI to generate "persuasive, compliant messaging variants".Source
    • Your brandsUnited Medicare Advisors homepage: "Helping over 670,000 beneficiaries pick a Medicare plan in the last 5 years", "900K+ Medicare Supplement policies written since 2009", "150+ Licensed, experienced insurance agents", a BBB A+ badge, Google reviews "Based on 874 reviews" in a live widget, and tools: a Medigap plan-letter quiz ("About 90 seconds", "No personal info to start"), a comparison chart, an IRMAA calculator and a penalty calculator. The live review widget shows recent reviews as they come, including one where the new policy's first premium was drafted earlier than the customer expected after switching.Source
    • Your brandsSmartMatch (smartmatch.com) homepage: "Compare 2027 Medicare Advantage Plans", a ZIP-code Plan Finder, "Request a callback", phone hours "Mon. - Fri. 7:30 am - 5 pm CT", "Already have a Medicare plan? Check how your plan may change for 2027", reviews that each link to the named agent's profile, and a Customer Success Team that "reviews your coverage each year". The disclaimer says SmartMatch represents "9 organizations which offer 3,239 products nationwide".Source
  • 08

    SmartMatch scores 39/100 on a phone in Google's lab test, with main content after 13 seconds and about 396 KB of unused JavaScript. Real visitors still pass Core Web Vitals, so this is not an emergency, but paid clicks on slow phones and first visits are where the lab result bites, and the role asks for awareness of how scripts affect PageSpeed.

    Medium impactMedium effort First result in 1 quarter Web Developer

    First action

    List every script on the SmartMatch homepage and who owns it.

    How to measure it

    Paid mobile conversion

    Now
    –
    Target
    +8%
    By
    1 quarter

    Steps

    1. 1

      Inventory scripts

      Owner and purpose for each.

      Web Developer 2 days

    2. 2

      Remove unused

      Tags no one owns.

      Web Developer 1 week

    3. 3

      Defer the rest

      Widgets after first paint.

      Web Developer 1 week

    4. 4

      Build lean template

      For paid traffic.

      Web Developer 2 weeks

    5. 5

      Test

      Lean vs standard.

      Senior Growth Marketing Specialist 1 month

    6. 6

      Monitor

      Monthly PageSpeed and real-user data.

      Web Developer monthly

    First result
    1 quarter
    Cost
    Developer time
    Owner
    Web Developer

    Smallest test

    Defer one widget and compare lab scores.

    Why it works

    Make a lean template for paid landing pages: only the scripts needed for the form, the call button and measurement; defer chat, review widgets and the accessibility toolbar; and preload the hero. Compare conversion on the lean template with the standard page.

    Faster first paint keeps more paid visitors on the page, and a lean template is easier to test.

    Risks and how to handle them

    • Removing a tag breaks tracking

      Check Tag Manager dependencies first.

    Evidence

    • Google PageSpeedsmartmatch.com on a phone (lab test): performance 39/100, main content after 13.0 seconds, 900 ms of blocking time and about 396 KB of unused JavaScript. Real Chrome visitors still pass Core Web Vitals (largest paint 2.3 seconds, interaction 143 ms, layout shift 0), with server response around 1.1 seconds.Source
    • HiringThe same role lists the work: "Ad-to-Page Alignment" for message match and Quality Score, "SEO Harmony" to protect rankings and metadata, A/B and multivariate tests in Optimizely or VWO, landing pages in "WordPress using the Breakdance Builder", GA4, Google Tag Manager and Hotjar for "form friction", and conversions from "high-intent form fills, digital quote engine completions, digital enrollments, and click-to-call telephone actions". It asks for awareness of "how tracking scripts and element styling impact PageSpeed scores", performance dashboards on "acquisition cost savings", and AI to generate "persuasive, compliant messaging variants".Source
    • Google PageSpeedunitedmedicareadvisors.com on a phone (lab test): performance 71/100, main content after 3.0 seconds, 530 ms of blocking time. Real Chrome visitors pass Core Web Vitals (largest paint 1.8 seconds, interaction 124 ms, layout shift 0), with server response around 1.3 seconds.Source
  • 09

    SmartMatch's phone line is open Monday to Friday, 7:30 am to 5 pm Central. Visitors who arrive in the evening or at weekends, when many adult children help parents shop, can call nobody, and "Request a callback" does not say when the call will come.

    High impactLow effort First result in 1 quarter Senior Growth Marketing Speci…

    First action

    Count visits and form fills outside phone hours.

    How to measure it

    After-hours leads that connect

    Now
    –
    Target
    +25%
    By
    1 quarter

    Steps

    1. 1

      Size the gap

      Visits and leads outside hours.

      Chief Analytics Officer 1 week

    2. 2

      Set up booking

      Time slots from the agent schedule.

      Sales Operations 2 weeks

    3. 3

      Swap the button

      After-hours version.

      Web Developer 1 week

    4. 4

      Add reminders

      Text before the call.

      Sales Operations 1 week

    5. 5

      Compliance check

      Consent for calls and texts.

      Compliance team 1 week

    6. 6

      Test

      Against the current callback form.

      Senior Growth Marketing Specialist 1 month

    First result
    1 quarter
    Cost
    Scheduling tool
    Owner
    Senior Growth Marketing Specialist

    Smallest test

    Offer time slots on weekends only for a month.

    Why it works

    Outside phone hours, swap the call button for "Pick a time for a licensed agent to call you", with the next open slots shown, and send a text reminder. Measure booked calls that connect against plain callback requests.

    A chosen time raises contact rates, and it turns traffic the phone team cannot answer into planned calls.

    Risks and how to handle them

    • No-shows

      Text reminder and one retry.

    Evidence

    • Your brandsSmartMatch (smartmatch.com) homepage: "Compare 2027 Medicare Advantage Plans", a ZIP-code Plan Finder, "Request a callback", phone hours "Mon. - Fri. 7:30 am - 5 pm CT", "Already have a Medicare plan? Check how your plan may change for 2027", reviews that each link to the named agent's profile, and a Customer Success Team that "reviews your coverage each year". The disclaimer says SmartMatch represents "9 organizations which offer 3,239 products nationwide".Source
    • HiringThe same role lists the work: "Ad-to-Page Alignment" for message match and Quality Score, "SEO Harmony" to protect rankings and metadata, A/B and multivariate tests in Optimizely or VWO, landing pages in "WordPress using the Breakdance Builder", GA4, Google Tag Manager and Hotjar for "form friction", and conversions from "high-intent form fills, digital quote engine completions, digital enrollments, and click-to-call telephone actions". It asks for awareness of "how tracking scripts and element styling impact PageSpeed scores", performance dashboards on "acquisition cost savings", and AI to generate "persuasive, compliant messaging variants".Source
    • HiringSenior Growth Marketing Specialist (remote, posted October 8, 2026), reporting to the Sr. Director, Engagement Marketing: "In the competitive Medicare brokerage space, every click counts." The mission is "to turn our web traffic into qualified leads - balancing digital form completions, online quote requests, and inbound phone calls", with an experimentation roadmap that "directly drives down Cost Per Acquisition (CPA)", "particularly as we scale up for peak seasons like the Annual Enrollment Period (AEP)".Source
  • 10

    SmartMatch has 322 agent profile pages, and the homepage reviews each link to the named agent. Shoppers who read about an agent who was "patient" and "not pushy" want that agent, but the profile is a dead end unless it offers a way to reach them.

    Medium impactMedium effort First result in 1 quarter Senior Growth Marketing Speci…

    First action

    Check traffic to the top 20 agent pages.

    How to measure it

    Agent-page conversions

    Now
    –
    Target
    200 a month
    By
    1 quarter

    Steps

    1. 1

      Measure traffic

      Top agent pages.

      Senior Growth Marketing Specialist 1 week

    2. 2

      Design the block

      Call or book this agent.

      UX/UI Designer 1 week

    3. 3

      Set routing

      Agent queue with fallback.

      Sales Operations 2 weeks

    4. 4

      Build

      Template change across profiles.

      Web Developer 1 week

    5. 5

      Test

      Against the current profile.

      Senior Growth Marketing Specialist 1 month

    6. 6

      Use in ads

      Review snippets with consent.

      Paid Media team 1 month

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Senior Growth Marketing Specialist

    Smallest test

    Add a booking button to ten agent pages.

    Why it works

    Add "Talk with this agent" to each profile: a call button routed to the agent's queue where possible, or a booking slot, with a fallback to the next available agent. Track which agents' pages convert, and feature their reviews in ads.

    People choose a person more readily than a call center, and the profiles already rank for agent names.

    Risks and how to handle them

    • Agents leave or are busy

      Always offer the next available agent.

    Evidence

    • Your brandsSmartMatch (smartmatch.com) homepage: "Compare 2027 Medicare Advantage Plans", a ZIP-code Plan Finder, "Request a callback", phone hours "Mon. - Fri. 7:30 am - 5 pm CT", "Already have a Medicare plan? Check how your plan may change for 2027", reviews that each link to the named agent's profile, and a Customer Success Team that "reviews your coverage each year". The disclaimer says SmartMatch represents "9 organizations which offer 3,239 products nationwide".Source
    • Your brandsSitemaps checked November 4, 2026: smartmatch.com lists 533 URLs, including 322 agent profile pages and 2027 articles; its "2027 Medicare Costs" article still opens with a note that the data "is currently based on SmartMatch's internal forecasting; official changes will be announced in October". unitedmedicareadvisors.com lists 342 URLs, including state pages (/states/), three ebooks and 2027 cost articles.Source
    • Your brandsUnited Medicare Advisors homepage: "Helping over 670,000 beneficiaries pick a Medicare plan in the last 5 years", "900K+ Medicare Supplement policies written since 2009", "150+ Licensed, experienced insurance agents", a BBB A+ badge, Google reviews "Based on 874 reviews" in a live widget, and tools: a Medigap plan-letter quiz ("About 90 seconds", "No personal info to start"), a comparison chart, an IRMAA calculator and a penalty calculator. The live review widget shows recent reviews as they come, including one where the new policy's first premium was drafted earlier than the customer expected after switching.Source
  • 11

    UMA's Medigap plan-letter quiz takes "about 90 seconds" with "no personal info to start" and recommends Plan G, N or F. It is the gentlest entry on the site, and its answer should make the next step obvious.

    High impactLow effort First result in 1 month Senior Growth Marketing Speci…

    First action

    Measure quiz completions and how many reach the rate form.

    How to measure it

    Quiz completions that become leads

    Now
    –
    Target
    +30%
    By
    60 days

    Steps

    1. 1

      Measure the path

      Quiz to form today.

      Senior Growth Marketing Specialist 1 week

    2. 2

      Design the hand-off

      Letter and ZIP carried over.

      UX/UI Designer 1 week

    3. 3

      Build

      Prefill and tracking.

      Web Developer 1 week

    4. 4

      Pass to agents

      Letter in the lead record.

      Sales Operations 1 week

    5. 5

      Test

      New end screen vs current.

      Senior Growth Marketing Specialist 1 month

    6. 6

      Copy to SmartMatch

      If it wins.

      Senior Growth Marketing Specialist 1 month

    First result
    1 month
    Cost
    Staff time only
    Owner
    Senior Growth Marketing Specialist

    Smallest test

    Change the quiz end screen to one rate button.

    Why it works

    At the end of the quiz, show "Get 2027 rates for Plan G in your ZIP" and prefill the rate form with the letter and ZIP. Tag quiz completions and quiz-to-lead conversion, and tell the agent which letter the shopper chose.

    A shopper who has just answered questions is ready to act, and the agent starts the call with context.

    Risks and how to handle them

    • Shoppers treat the quiz as advice

      Keep the agent review step clear.

    Evidence

    • Your brandsUnited Medicare Advisors homepage: "Helping over 670,000 beneficiaries pick a Medicare plan in the last 5 years", "900K+ Medicare Supplement policies written since 2009", "150+ Licensed, experienced insurance agents", a BBB A+ badge, Google reviews "Based on 874 reviews" in a live widget, and tools: a Medigap plan-letter quiz ("About 90 seconds", "No personal info to start"), a comparison chart, an IRMAA calculator and a penalty calculator. The live review widget shows recent reviews as they come, including one where the new policy's first premium was drafted earlier than the customer expected after switching.Source
    • Website checkUnited Medicare Advisors rate form (/comparison-shop/): "We need just a little more information to show you accurate rates"; first name, last name, ZIP, phone, date of birth and email are all required on one screen, the birth-year list runs from 1920 to 2021, and rates are not shown on the page after submitting. The page says UMA "saves clients an average of $581 when switching to a new Medigap Plan" and offers optional text updates.Source
    • HiringThe same role lists the work: "Ad-to-Page Alignment" for message match and Quality Score, "SEO Harmony" to protect rankings and metadata, A/B and multivariate tests in Optimizely or VWO, landing pages in "WordPress using the Breakdance Builder", GA4, Google Tag Manager and Hotjar for "form friction", and conversions from "high-intent form fills, digital quote engine completions, digital enrollments, and click-to-call telephone actions". It asks for awareness of "how tracking scripts and element styling impact PageSpeed scores", performance dashboards on "acquisition cost savings", and AI to generate "persuasive, compliant messaging variants".Source
  • 12

    UMA's live review widget shows one recent reviewer who was happy with the saving but upset that the first premium was drafted earlier than expected after switching. Medigap switchers commonly misread when payments and coverage start, and the confusion shows up in public reviews on the homepage.

    Medium impactLow effort First result in 1 month Customer Success Team

    First action

    List the five questions customers ask after applying.

    How to measure it

    Payment-timing complaints

    Now
    –
    Target
    -50%
    By
    1 quarter

    Steps

    1. 1

      List questions

      From Customer Success calls.

      Customer Success Team 1 week

    2. 2

      Write the page

      Plain steps by carrier where needed.

      Content team 1 week

    3. 3

      Compliance check

      Wording and carrier rules.

      Compliance team 1 week

    4. 4

      Send by text and email

      After each application.

      Customer Success Team 2 weeks

    5. 5

      Add to scripts

      First-payment line.

      VP, Medicare Supplement 1 week

    6. 6

      Track

      Complaints and review scores.

      Customer Success Team monthly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Customer Success Team

    Smallest test

    Add the first-payment line to agent scripts this week.

    Why it works

    Publish a short "after you switch" page (approval, first payment timing, card arrival, when coverage starts, cancelling the old policy) and send the same steps by text and email after each application. Ask agents to read the first-payment line on every call.

    Clear expectations prevent the complaints that end up on the homepage widget and protect the reviews that drive conversion.

    Risks and how to handle them

    • Carrier timing differs

      State the range and the carrier's own notice.

    Evidence

    • Your brandsUnited Medicare Advisors homepage: "Helping over 670,000 beneficiaries pick a Medicare plan in the last 5 years", "900K+ Medicare Supplement policies written since 2009", "150+ Licensed, experienced insurance agents", a BBB A+ badge, Google reviews "Based on 874 reviews" in a live widget, and tools: a Medigap plan-letter quiz ("About 90 seconds", "No personal info to start"), a comparison chart, an IRMAA calculator and a penalty calculator. The live review widget shows recent reviews as they come, including one where the new policy's first premium was drafted earlier than the customer expected after switching.Source
    • Your brandsSmartMatch (smartmatch.com) homepage: "Compare 2027 Medicare Advantage Plans", a ZIP-code Plan Finder, "Request a callback", phone hours "Mon. - Fri. 7:30 am - 5 pm CT", "Already have a Medicare plan? Check how your plan may change for 2027", reviews that each link to the named agent's profile, and a Customer Success Team that "reviews your coverage each year". The disclaimer says SmartMatch represents "9 organizations which offer 3,239 products nationwide".Source
    • Your websiteAbout and Sales pages: recognized "for our experience with Medicare Supplement Insurance and Medicare Advantage Plans", plus Part D, dental, vision and hearing, accident, critical illness, hospital indemnity and ACA plans; "the first company to bring price transparency and comparison shopping to the Medicare Market"; grew "from 27 employees in 2012 to over 1000 in 2018"; the VP of Medicare Supplement runs "both new sales and retention initiatives".Source
  • 13

    UMA already has state pages and a "Medicare Supplement Rates by State" hub. Medigap rules and rates differ by state, and many searches include the state name, so a national landing page loses message match.

    High impactMedium effort First result in 1 quarter Paid Media team

    First action

    Pick the five states with the most spend.

    How to measure it

    State ad group CPA

    Now
    –
    Target
    -15%
    By
    1 quarter

    Steps

    1. 1

      Pick states

      By spend and leads.

      Paid Media team 1 week

    2. 2

      Update pages

      2027 titles and state notes.

      SEO team 2 weeks

    3. 3

      Compliance check

      State rules wording.

      Compliance team 1 week

    4. 4

      Build ad groups

      State keywords.

      Paid Media team 1 week

    5. 5

      Test

      Against national page.

      Senior Growth Marketing Specialist 1 month

    6. 6

      Roll out

      More states if it wins.

      Paid Media team 1 quarter

    First result
    1 quarter
    Cost
    Existing ad budget
    Owner
    Paid Media team

    Smallest test

    Run one state for a month.

    Why it works

    Run state-level ad groups for the largest states, each landing on its state page with the state in the H1, a short note on that state's rules, and the rate form. Compare cost per lead with the national page.

    Ad-to-page alignment by state raises Quality Score and conversion, which the role is hired to improve.

    Risks and how to handle them

    • Thin traffic per state

      Start with the five largest.

    Evidence

    • Your brandsSitemaps checked November 4, 2026: smartmatch.com lists 533 URLs, including 322 agent profile pages and 2027 articles; its "2027 Medicare Costs" article still opens with a note that the data "is currently based on SmartMatch's internal forecasting; official changes will be announced in October". unitedmedicareadvisors.com lists 342 URLs, including state pages (/states/), three ebooks and 2027 cost articles.Source
    • Website checkUnited Medicare Advisors page titles still lead with 2026: homepage "United Medicare Advisors | 2026 Medicare Plans & Support", the rate form "2026 Medicare Quotes - Real Rates for Medigap Plans" (/comparison-shop/), "2026 Medicare Supplement Comparison Chart", "2026 Medicare Supplement Rates by State" and "2026 Medicare Supplement Insurance". The same site already publishes "What We Know About 2027 Medigap Costs and Premiums" and a 2027 Medicare cost projections methodology page; sister brand SmartMatch titles its homepage "Compare 2027 Medicare Advantage Plans".Source
    • HiringThe same role lists the work: "Ad-to-Page Alignment" for message match and Quality Score, "SEO Harmony" to protect rankings and metadata, A/B and multivariate tests in Optimizely or VWO, landing pages in "WordPress using the Breakdance Builder", GA4, Google Tag Manager and Hotjar for "form friction", and conversions from "high-intent form fills, digital quote engine completions, digital enrollments, and click-to-call telephone actions". It asks for awareness of "how tracking scripts and element styling impact PageSpeed scores", performance dashboards on "acquisition cost savings", and AI to generate "persuasive, compliant messaging variants".Source
  • 14

    Spring Venture Group runs two consumer brands with the same audience: UMA and SmartMatch. A win on one site is a hypothesis for the other, and a second run tells you whether the win was real or luck.

    Medium impactMedium effort First result in 2 quarters Senior Growth Marketing Speci…

    First action

    Set up the shared log.

    How to measure it

    Replicated wins

    Now
    –
    Target
    60%
    By
    2 quarters

    Steps

    1. 1

      Shared log

      Hypothesis, result, brand.

      Senior Growth Marketing Specialist 1 day

    2. 2

      Pick first replication

      Most recent winner.

      Senior Growth Marketing Specialist 1 week

    3. 3

      Adapt design

      To the other brand.

      UX/UI Designer 1 week

    4. 4

      Run

      Same metric.

      Senior Growth Marketing Specialist 1 month

    5. 5

      Decide

      Template change if both win.

      Sr. Director, Engagement Marketing 1 day

    6. 6

      Review

      Quarterly learnings.

      Sr. Director, Engagement Marketing quarterly

    First result
    2 quarters
    Cost
    Staff time only
    Owner
    Senior Growth Marketing Specialist

    Smallest test

    Replicate the first winner.

    Why it works

    For every winner, run the same change on the sister brand within a month. Keep a shared log of results by brand, and only roll changes into templates once they win twice.

    Replication cuts false positives in a high-stakes, regulated funnel and doubles the value of each test idea.

    Risks and how to handle them

    • Audiences differ by product

      Compare like pages: Medigap with Medigap.

    Evidence

    • HiringSenior Growth Marketing Specialist (remote, posted October 8, 2026), reporting to the Sr. Director, Engagement Marketing: "In the competitive Medicare brokerage space, every click counts." The mission is "to turn our web traffic into qualified leads - balancing digital form completions, online quote requests, and inbound phone calls", with an experimentation roadmap that "directly drives down Cost Per Acquisition (CPA)", "particularly as we scale up for peak seasons like the Annual Enrollment Period (AEP)".Source
    • Your brandsUnited Medicare Advisors homepage: "Helping over 670,000 beneficiaries pick a Medicare plan in the last 5 years", "900K+ Medicare Supplement policies written since 2009", "150+ Licensed, experienced insurance agents", a BBB A+ badge, Google reviews "Based on 874 reviews" in a live widget, and tools: a Medigap plan-letter quiz ("About 90 seconds", "No personal info to start"), a comparison chart, an IRMAA calculator and a penalty calculator. The live review widget shows recent reviews as they come, including one where the new policy's first premium was drafted earlier than the customer expected after switching.Source
    • Your brandsSmartMatch (smartmatch.com) homepage: "Compare 2027 Medicare Advantage Plans", a ZIP-code Plan Finder, "Request a callback", phone hours "Mon. - Fri. 7:30 am - 5 pm CT", "Already have a Medicare plan? Check how your plan may change for 2027", reviews that each link to the named agent's profile, and a Customer Success Team that "reviews your coverage each year". The disclaimer says SmartMatch represents "9 organizations which offer 3,239 products nationwide".Source
    • Your websiteAbout and Sales pages: recognized "for our experience with Medicare Supplement Insurance and Medicare Advantage Plans", plus Part D, dental, vision and hearing, accident, critical illness, hospital indemnity and ACA plans; "the first company to bring price transparency and comparison shopping to the Medicare Market"; grew "from 27 employees in 2012 to over 1000 in 2018"; the VP of Medicare Supplement runs "both new sales and retention initiatives".Source
  • 15

    UMA has strong proof: 900K+ Medigap policies since 2009, 150+ licensed agents, 874 Google reviews and an A+ BBB badge. Most of it sits lower on the homepage, away from the rate form and the call button where the decision is made.

    Medium impactLow effort First result in 1 month UX/UI Designer

    First action

    Design the strip.

    How to measure it

    Completion with trust strip

    Now
    –
    Target
    +8%
    By
    60 days

    Steps

    1. 1

      Pick numbers

      Verified, current figures.

      Senior Growth Marketing Specialist 1 day

    2. 2

      Compliance check

      Claims and badges.

      Compliance team 1 week

    3. 3

      Design

      Compact strip.

      UX/UI Designer 2 days

    4. 4

      Build

      Breakdance block.

      Web Developer 1 day

    5. 5

      Test

      Against current.

      Senior Growth Marketing Specialist 1 month

    6. 6

      Roll out

      Plan pages if it wins.

      Web Developer 1 week

    First result
    1 month
    Cost
    $0
    Owner
    UX/UI Designer

    Smallest test

    Add the strip to the rate form.

    Why it works

    Add a compact trust strip under the form and beside the call button on the rate form and plan pages: policies written, agents, review score and "free, no obligation". Test it against the current layout.

    Proof at the point of action reduces hesitation for a decision as personal as Medicare coverage.

    Risks and how to handle them

    • Claims need substantiation

      Use only figures with records behind them.

    Evidence

    • Your brandsUnited Medicare Advisors homepage: "Helping over 670,000 beneficiaries pick a Medicare plan in the last 5 years", "900K+ Medicare Supplement policies written since 2009", "150+ Licensed, experienced insurance agents", a BBB A+ badge, Google reviews "Based on 874 reviews" in a live widget, and tools: a Medigap plan-letter quiz ("About 90 seconds", "No personal info to start"), a comparison chart, an IRMAA calculator and a penalty calculator. The live review widget shows recent reviews as they come, including one where the new policy's first premium was drafted earlier than the customer expected after switching.Source
    • Website checkUnited Medicare Advisors rate form (/comparison-shop/): "We need just a little more information to show you accurate rates"; first name, last name, ZIP, phone, date of birth and email are all required on one screen, the birth-year list runs from 1920 to 2021, and rates are not shown on the page after submitting. The page says UMA "saves clients an average of $581 when switching to a new Medigap Plan" and offers optional text updates.Source
    • Competitor researchRivals' own homepages: GoHealth, "Medicare & Health Insurance Made Simple" with "personalized guidance"; SelectQuote, life, Medicare, home and auto with "We shop, you save!"; Chapter, "free, unbiased Medicare help" that says it compares "every Medigap, Medicare Advantage, and Part D" plan.Source
  • 16

    SmartConnect works through "corporate HR professionals" to help "Medicare-eligible working adults". HR teams get the same questions every year from employees nearing 65, and few have a simple resource to send.

    High impactMedium effort First result in 2 quarters SVP & General Manager

    First action

    Draft the page with one employer partner.

    How to measure it

    Sessions from employer links

    Now
    –
    Target
    100 a month
    By
    2 quarters

    Steps

    1. 1

      Draft content

      Working past 65 basics.

      Content team 2 weeks

    2. 2

      Compliance check

      Wording and disclaimers.

      Compliance team 2 weeks

    3. 3

      Build page

      Co-branded with tracked links.

      Web Developer 1 week

    4. 4

      Pilot

      Three employers.

      SVP & General Manager, SmartConnect 1 month

    5. 5

      Webinars

      Quarterly.

      SVP & General Manager, SmartConnect quarterly

    6. 6

      Measure

      Sessions and enrollments.

      Chief Analytics Officer monthly

    First result
    2 quarters
    Cost
    Staff time only
    Owner
    SVP & General Manager, SmartConnect

    Smallest test

    Send the draft to one HR partner.

    Why it works

    Build a co-branded page and one-page PDF for HR teams: when to enroll if you keep employer coverage, the penalty risk, and how to book a free session. Give each employer a tracked link and offer a quarterly webinar.

    A useful tool for HR earns the employer referral, and tracked links show which partners produce enrollments.

    Risks and how to handle them

    • Employers want neutrality

      Keep content educational and plan-neutral.

    Evidence

    • Your websiteSmartConnect is "the 'B2B' (business to business) growth engine within Spring Venture Group", working through "intermediaries, corporate HR professionals and industry carriers/associations" to help "Medicare-eligible working adults" with Medicare education and enrollment.Source
    • Your brandsUnited Medicare Advisors homepage: "Helping over 670,000 beneficiaries pick a Medicare plan in the last 5 years", "900K+ Medicare Supplement policies written since 2009", "150+ Licensed, experienced insurance agents", a BBB A+ badge, Google reviews "Based on 874 reviews" in a live widget, and tools: a Medigap plan-letter quiz ("About 90 seconds", "No personal info to start"), a comparison chart, an IRMAA calculator and a penalty calculator. The live review widget shows recent reviews as they come, including one where the new policy's first premium was drafted earlier than the customer expected after switching.Source
    • Your websiteAbout and Sales pages: recognized "for our experience with Medicare Supplement Insurance and Medicare Advantage Plans", plus Part D, dental, vision and hearing, accident, critical illness, hospital indemnity and ACA plans; "the first company to bring price transparency and comparison shopping to the Medicare Market"; grew "from 27 employees in 2012 to over 1000 in 2018"; the VP of Medicare Supplement runs "both new sales and retention initiatives".Source

Big bets 3

Larger plays that can change the trajectory.

  • 17

    The role is asked to use AI to generate "persuasive, compliant messaging variants". In Medicare marketing the bottleneck is not ideas but review: every variant needs compliance approval.

    High impactHigh effort First result in 3 quarters Sr. Director

    First action

    Collect the claims already approved this year.

    How to measure it

    Idea-to-test time

    Now
    –
    Target
    -50%
    By
    3 quarters

    Steps

    1. 1

      Collect claims

      Approved this year.

      Compliance team 1 month

    2. 2

      Tag evidence

      Source for each.

      Compliance team 1 month

    3. 3

      Build prompts

      Library-only drafting.

      Senior Growth Marketing Specialist 2 weeks

    4. 4

      Pilot

      One brand, one channel.

      Senior Growth Marketing Specialist 1 month

    5. 5

      Measure

      Review time and test count.

      Sr. Director, Engagement Marketing monthly

    6. 6

      Extend

      Both brands, all channels.

      Sr. Director, Engagement Marketing 1 quarter

    First result
    3 quarters
    Cost
    Staff time only
    Owner
    Sr. Director, Engagement Marketing

    Smallest test

    Write ten variants from approved claims and time the review.

    Why it works

    Build a library of approved claims, disclaimers and phrases per brand and channel, with the evidence behind each. Prompt AI tools to write variants only from the library, and send only new claims to full review.

    Faster review means more tests per peak season, without new compliance risk.

    Risks and how to handle them

    • Library goes stale

      Quarterly review with Compliance.

    Evidence

    • HiringThe same role lists the work: "Ad-to-Page Alignment" for message match and Quality Score, "SEO Harmony" to protect rankings and metadata, A/B and multivariate tests in Optimizely or VWO, landing pages in "WordPress using the Breakdance Builder", GA4, Google Tag Manager and Hotjar for "form friction", and conversions from "high-intent form fills, digital quote engine completions, digital enrollments, and click-to-call telephone actions". It asks for awareness of "how tracking scripts and element styling impact PageSpeed scores", performance dashboards on "acquisition cost savings", and AI to generate "persuasive, compliant messaging variants".Source
    • HiringSenior Growth Marketing Specialist (remote, posted October 8, 2026), reporting to the Sr. Director, Engagement Marketing: "In the competitive Medicare brokerage space, every click counts." The mission is "to turn our web traffic into qualified leads - balancing digital form completions, online quote requests, and inbound phone calls", with an experimentation roadmap that "directly drives down Cost Per Acquisition (CPA)", "particularly as we scale up for peak seasons like the Annual Enrollment Period (AEP)".Source
    • Your brandsUnited Medicare Advisors homepage: "Helping over 670,000 beneficiaries pick a Medicare plan in the last 5 years", "900K+ Medicare Supplement policies written since 2009", "150+ Licensed, experienced insurance agents", a BBB A+ badge, Google reviews "Based on 874 reviews" in a live widget, and tools: a Medigap plan-letter quiz ("About 90 seconds", "No personal info to start"), a comparison chart, an IRMAA calculator and a penalty calculator. The live review widget shows recent reviews as they come, including one where the new policy's first premium was drafted earlier than the customer expected after switching.Source
  • 18

    The job post measures CPA and lead volume, but SVG earns when policies stay in force, and its Data Integrity team already reconciles carrier payments. A test that adds cheap leads can lose money if those policies lapse.

    High impactHigh effort First result in 3 quarters Chief Analytics Officer

    First action

    Join last quarter's leads to carrier payment records.

    How to measure it

    Decision metric adopted

    Now
    –
    Target
    All major tests
    By
    3 quarters

    Steps

    1. 1

      Map data

      Lead to policy to payment.

      Chief Analytics Officer 1 month

    2. 2

      Clean records

      With Data Integrity.

      Manager, Data Integrity 1 month

    3. 3

      Build report

      By page and channel.

      Chief Analytics Officer 1 month

    4. 4

      Back-test

      Past winners.

      Chief Analytics Officer 1 month

    5. 5

      Adopt

      For big tests.

      Sr. Director, Engagement Marketing 1 week

    6. 6

      Feed bidding

      Offline conversions to ad platforms.

      Paid Media team 1 quarter

    First result
    3 quarters
    Cost
    Analyst time
    Owner
    Chief Analytics Officer

    Smallest test

    Back-test one past winner on approvals.

    Why it works

    Join test variants to policy outcomes: application, approval, first carrier payment and 12-month persistence. Report cost per persisting policy by page, brand and channel, and use it as the decision metric for big tests.

    It aims the experimentation program at revenue and protects against changes that inflate leads.

    Risks and how to handle them

    • Slow feedback

      Use early proxies such as approval and first payment.

    Evidence

    • HiringSenior Growth Marketing Specialist (remote, posted October 8, 2026), reporting to the Sr. Director, Engagement Marketing: "In the competitive Medicare brokerage space, every click counts." The mission is "to turn our web traffic into qualified leads - balancing digital form completions, online quote requests, and inbound phone calls", with an experimentation roadmap that "directly drives down Cost Per Acquisition (CPA)", "particularly as we scale up for peak seasons like the Annual Enrollment Period (AEP)".Source
    • HiringSpring Venture Group has five open roles on SmartRecruiters, all in Kansas City: the Senior Growth Marketing Specialist, a Financial Analyst, a DevOps Engineer I, a System Engineer Manager and a Data Integrity Specialist Intern who keeps the CRM accurate and works "with insurance carriers to investigate and resolve any discrepancies in payment receipts".Source
    • Your websiteAbout and Sales pages: recognized "for our experience with Medicare Supplement Insurance and Medicare Advantage Plans", plus Part D, dental, vision and hearing, accident, critical illness, hospital indemnity and ACA plans; "the first company to bring price transparency and comparison shopping to the Medicare Market"; grew "from 27 employees in 2012 to over 1000 in 2018"; the VP of Medicare Supplement runs "both new sales and retention initiatives".Source
  • 19

    UMA has written 900K+ Medigap policies since 2009 and already publishes a 2027 cost projection methodology. Few brokers publish what real switchers saved by state and plan letter.

    High impactHigh effort First result in 4 quarters VP

    First action

    Pick five questions the report answers.

    How to measure it

    Report-driven leads

    Now
    –
    Target
    1,000
    By
    1 year

    Steps

    1. 1

      Pick questions

      Five shopper questions.

      Senior Growth Marketing Specialist 2 weeks

    2. 2

      Analyze

      Aggregated policy data.

      Chief Analytics Officer 2 months

    3. 3

      Privacy and compliance

      No identifiable data.

      Compliance team 1 month

    4. 4

      Write

      Report and summaries.

      Content team 1 month

    5. 5

      Launch

      Press, state pages, ads.

      Sr. Director, Engagement Marketing 1 month

    6. 6

      Update

      Yearly.

      VP, Medicare Supplement yearly

    First result
    4 quarters
    Cost
    Analyst and PR time
    Owner
    VP, Medicare Supplement

    Smallest test

    Publish one chart of average savings by plan letter.

    Why it works

    Publish a yearly report: average rate changes by plan letter and state, typical savings when switching, and age effects, with aggregated data only. Launch it with press, state pages and a calculator.

    Original data earns links, press and AI citations, and feeds every state page and ad.

    Risks and how to handle them

    • Rates vary by carrier and person

      Show ranges and methods.

    Evidence

    • Your brandsUnited Medicare Advisors homepage: "Helping over 670,000 beneficiaries pick a Medicare plan in the last 5 years", "900K+ Medicare Supplement policies written since 2009", "150+ Licensed, experienced insurance agents", a BBB A+ badge, Google reviews "Based on 874 reviews" in a live widget, and tools: a Medigap plan-letter quiz ("About 90 seconds", "No personal info to start"), a comparison chart, an IRMAA calculator and a penalty calculator. The live review widget shows recent reviews as they come, including one where the new policy's first premium was drafted earlier than the customer expected after switching.Source
    • Your brandsSitemaps checked November 4, 2026: smartmatch.com lists 533 URLs, including 322 agent profile pages and 2027 articles; its "2027 Medicare Costs" article still opens with a note that the data "is currently based on SmartMatch's internal forecasting; official changes will be announced in October". unitedmedicareadvisors.com lists 342 URLs, including state pages (/states/), three ebooks and 2027 cost articles.Source
    • Website checkUnited Medicare Advisors rate form (/comparison-shop/): "We need just a little more information to show you accurate rates"; first name, last name, ZIP, phone, date of birth and email are all required on one screen, the birth-year list runs from 1920 to 2021, and rates are not shown on the page after submitting. The page says UMA "saves clients an average of $581 when switching to a new Medigap Plan" and offers optional text updates.Source

Wildcards 2

Unexpected experiments, each with a cheap way to test it.

  • 20

    Spring Venture Group's own YouTube channel has 84 subscribers, while the brands have 150+ licensed agents and reviews praising patient explanations. Short, plain videos from agents are the content Medicare shoppers search for.

    Medium impactLow effort First result in 1 quarter Social Media Manager

    First action

    Script five videos.

    How to measure it

    Video-page conversion

    Now
    –
    Target
    +10%
    By
    2 quarters

    Steps

    1. 1

      Script

      Five topics.

      Content team 1 week

    2. 2

      Compliance

      Review scripts.

      Compliance team 1 week

    3. 3

      Record

      With volunteer agents.

      Social Media Manager 1 week

    4. 4

      Publish

      Brand channels.

      Social Media Manager 2 weeks

    5. 5

      Embed

      Matching pages.

      Web Developer 1 week

    6. 6

      Measure

      Page conversion.

      Senior Growth Marketing Specialist monthly

    First result
    1 quarter
    Cost
    Production time
    Owner
    Social Media Manager

    Smallest test

    Record one video this month.

    Why it works

    Record 20 short videos with agents (with consent and compliance review): Plan G vs N, the penalty, IRMAA, switching. Post them on the brand channels and embed each on the matching page and in ads.

    Video builds trust before the call, and pages with video hold attention longer.

    Risks and how to handle them

    • Agent turnover

      Brand-led videos that do not depend on one person.

    Evidence

    • Public dataSpring Venture Group's own YouTube channel has 84 subscribers and 21 videos; United Medicare Advisors and SmartMatch publish their own social and YouTube accounts. springventuregroup.com publishes DMARC at "p=reject", so the domain is protected from spoofing.Source
    • Your brandsUnited Medicare Advisors homepage: "Helping over 670,000 beneficiaries pick a Medicare plan in the last 5 years", "900K+ Medicare Supplement policies written since 2009", "150+ Licensed, experienced insurance agents", a BBB A+ badge, Google reviews "Based on 874 reviews" in a live widget, and tools: a Medigap plan-letter quiz ("About 90 seconds", "No personal info to start"), a comparison chart, an IRMAA calculator and a penalty calculator. The live review widget shows recent reviews as they come, including one where the new policy's first premium was drafted earlier than the customer expected after switching.Source
    • Your brandsSmartMatch (smartmatch.com) homepage: "Compare 2027 Medicare Advantage Plans", a ZIP-code Plan Finder, "Request a callback", phone hours "Mon. - Fri. 7:30 am - 5 pm CT", "Already have a Medicare plan? Check how your plan may change for 2027", reviews that each link to the named agent's profile, and a Customer Success Team that "reviews your coverage each year". The disclaimer says SmartMatch represents "9 organizations which offer 3,239 products nationwide".Source
  • 21

    SmartMatch already has "Check how your plan may change for 2027" for Medicare Advantage. Medigap owners face rate increases all year, and UMA's homepage tells people it will "monitor your plan against the current landscape". There is no tool for current Medigap owners to start that check.

    Medium impactMedium effort First result in 1 quarter Senior Growth Marketing Speci…

    First action

    Copy the SmartMatch plan-check layout for Medigap.

    How to measure it

    Premium-check leads

    Now
    –
    Target
    300 a month
    By
    2 quarters

    Steps

    1. 1

      Design

      Four questions.

      UX/UI Designer 1 week

    2. 2

      Compliance

      Wording.

      Compliance team 1 week

    3. 3

      Build

      Breakdance form.

      Web Developer 1 week

    4. 4

      Route

      To Medigap agents.

      Sales Operations 1 week

    5. 5

      Promote

      Search and social.

      Paid Media team ongoing

    6. 6

      Measure

      Leads and switches.

      Chief Analytics Officer monthly

    First result
    1 quarter
    Cost
    Ad budget
    Owner
    Senior Growth Marketing Specialist

    Smallest test

    Run the check as a landing page for one search campaign.

    Why it works

    Build a short check: carrier, plan letter, ZIP and current premium, then "an agent will compare it with plans in your area". Promote it to existing Medigap owners in search and social, year-round.

    It reaches people who already own a policy and are most likely to switch when their rate rises, outside the AEP rush.

    Risks and how to handle them

    • Switching is not always possible

      Agents explain underwriting and state rules.

    Evidence

    • Your brandsSmartMatch (smartmatch.com) homepage: "Compare 2027 Medicare Advantage Plans", a ZIP-code Plan Finder, "Request a callback", phone hours "Mon. - Fri. 7:30 am - 5 pm CT", "Already have a Medicare plan? Check how your plan may change for 2027", reviews that each link to the named agent's profile, and a Customer Success Team that "reviews your coverage each year". The disclaimer says SmartMatch represents "9 organizations which offer 3,239 products nationwide".Source
    • Your brandsUnited Medicare Advisors homepage: "Helping over 670,000 beneficiaries pick a Medicare plan in the last 5 years", "900K+ Medicare Supplement policies written since 2009", "150+ Licensed, experienced insurance agents", a BBB A+ badge, Google reviews "Based on 874 reviews" in a live widget, and tools: a Medigap plan-letter quiz ("About 90 seconds", "No personal info to start"), a comparison chart, an IRMAA calculator and a penalty calculator. The live review widget shows recent reviews as they come, including one where the new policy's first premium was drafted earlier than the customer expected after switching.Source
    • Website checkUnited Medicare Advisors rate form (/comparison-shop/): "We need just a little more information to show you accurate rates"; first name, last name, ZIP, phone, date of birth and email are all required on one screen, the birth-year list runs from 1920 to 2021, and rates are not shown on the page after submitting. The page says UMA "saves clients an average of $581 when switching to a new Medigap Plan" and offers optional text updates.Source
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See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on November 4, 2026, and cites them throughout. Spring Venture Group did not commission, review or endorse it, and Programmable is not affiliated with Spring Venture Group. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how Spring Venture Group runs its business.

Something wrong, or do you represent Spring Venture Group? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 306 ideas

    Fix UMA call, rate and portal links; move money pages to 2027; start the form test; build the conversion dashboard; freshen forecast notes; clean up the corporate site.

  2. Days 31 to 6011 ideas

    Scored test backlog, lean paid pages, after-hours booking, agent pages, quiz hand-off, post-switch page, state ad groups, replication, trust strip, HR toolkit and agent videos.

  3. Days 61 to 904 ideas

    Commit to the claims library, policy-level test metric, the yearly Medigap report and the year-round premium check.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value patient agents who explain options in plain words. The most cited problem: medicare is confusing.

  • No pressure
  • Surprises after switching, such as the first payment date
  • In their words: “find the right plan”

Market

Competitive landscape

3 competitors compared: GoHealth, SelectQuote and Chapter.

  • Gap to exploit: Year-round help for Medigap owners facing rate increases
  • GoHealth: Broad, less specialist message
  • SelectQuote: Medicare is one line of many

Hiring signals

Spring Venture Group is hiring a Senior Growth Marketing Specialist to own experimentation across its landing pages: message match with paid media, SEO protection, A/B tests in WordPress (Breakdance), GA4 and Hotjar…

  • Senior Growth Marketing Specialist: Every click counts: forms, quotes and calls at lower CPA. Ideas 1-4, 7-15, 17, 21.
  • Data Integrity Specialist Intern: CRM accuracy and carrier payment discrepancies. Idea 18.

From the team that wrote this playbook

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