Retail insurance kiosks remain one of the most effective ways for licensed agents to connect with consumers. When executed correctly, kiosks serve as educational, profitable, non-solicitative touchpoints, which CMS allows when agents follow Medicare marketing and communication rules (CMS Medicare Marketing Guidelines).
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Today’s agents operate in a hybrid sales environment—blending in-person conversations with digital lead capture, automated follow-up, and CRM-driven workflows. When positioned properly, a retail kiosk becomes a top-of-funnel lead engine, not just a place to book appointments.
Empower Brokerage has supported licensed agents nationwide in retail kiosk programs, coaching agents on how to turn compliant retail exposure into consistent appointments, referrals, and long-term growth.
Proven Strategies for Retail Kiosk Success
Partner With Another Agent
Working with another licensed agent helps reduce burnout, share costs, and maintain consistent kiosk coverage—especially during peak periods. Consistent, professional presence supports ethical marketing expectations outlined by the National Association of Insurance Commissioners (NAIC). And sometimes, it’s just nice to have a buddy. Your kiosk partner can be a built-in lifeline—ready to jump in if you’re asked a tricky question or step in if a conversation starts to go off the rails.
Build Store Staff Referrals
Pharmacy and store employees interact daily with both ACA and Medicare-eligible shoppers. When they understand your role as an educational resource, they are more likely to refer customers to your kiosk, reinforcing CMS’s emphasis on education over solicitation (CMS Communications Guidance). Yes, you have products to sell, but it’s important not to forget that the most important thing you sell is yourself—building that rapport and reputation wherever you are is key.
Attract Shoppers the Right Way
Retail rules prohibit active solicitation (plus, no one likes to be interrupted while shopping). Successful agents rely on open body language, friendly greetings, and professionalism while waiting for consumer-initiated interest. Once a customer approaches and initiates that contact, the floor is yours to educate, market, and relationship-build.
Use Technology With Purpose
High-performing kiosks use tablets, QR codes, and digital consent-to-contact forms to capture leads efficiently. Prompt follow-up after a kiosk interaction improves appointment rates and customer satisfaction, aligning with service best practices from AmTrust Insurance.
Think Beyond Medicare Advantage
While kiosks are often MA-focused, agents should always keep referrals in mind for life insurance, ACA plans, or Medicare supplements. Relationship-based planning across multiple product lines is a best practice encouraged by the American College of Financial Services.
To better serve diverse customer needs and help them navigate options outside of Medicare Advantage, you can also use tools like our article on getting health insurance quotes and comparing plans to educate prospects on their choices. (Empower Health Insurance)
Agents
We hope this overview helps you get more value from your retail insurance kiosk.
Empower Brokerage is dedicated to helping you make informed decisions about your health and finances. Whether it’s through webinar training, one-on-one calls, seminars, or marketing plans, we want you to be successful!
Give us a call at 888-539-1633 or leave a comment below if you have any questions.
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This article was updated on January 16, 2026.