For Medicare agents
Stop losing the book you already built
About 1 minute
Read the transcript
Hi there. My name is Norena and I'm here to ask you a question. Do you want to know what's one of the most common mistakes I see Medicare agents do time over time? They're so focused on new enrollments that they forget about retention. Yes, retention—the book of business of yours is actually one of your greatest assets. Those weekly touch points, those birthday calls, and those annual plan reviews are probably what's keeping your clients in your book of business year over year. But I also know that we probably barely have time to do these retention efforts because we're busy running appointments, submitting applications, and doing what we need to do to have a successful business. But that's where I come into play. I help agents just like you create retention strategies that are simple but effective, and it helps you stay connected with your members without adding much more to your plate. If you're interested in learning more, go ahead and book a time with me.
The most common mistake Medicare agents make is chasing new enrollments while neglecting retention. Your book is one of your greatest assets—and simple touchpoints like birthday calls and annual plan reviews are what keep clients year over year.
Norena helps agents build retention strategies that are simple, effective, and light on your plate. Book a time to learn how.
What retention looks like
- Birthday calls and weekly touchpoints that keep you top of mind
- Annual plan reviews that protect your book year over year
- Simple strategies that fit around appointments and apps—not on top of them
Book a retention strategy call
Pick a time that works for you. Norena will walk through simple retention plays you can put to work without overloading your calendar.