How to service a lot of Medicare clients

Apr 3, 2019

  1. vic120
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    Why?
     
    vic120, Apr 5, 2019
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  2. bill3173
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    Kind of highlights the section of the agent's report in a life app "anything we should know about the applicant that may adversely..." well, he sleeps with a reptile.
     
  3. Philip Russell
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    we found the agents that are able to keep really high production as well as not lose lots of clients follow a schedule of at least 2 follow ups or so including Part D and making sure they get their medicare card. at first balancing it all can seem like a lot, but it comes together really nicely.
     
  4. vic120
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    I do a send out cards campaign to all new clients, As well as a monthly emailed newsletter. and call every couple of years to check rate changes, Seems to work
     
    vic120, Apr 8, 2019
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  5. Philip Russell
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    we drop sendout cards before any Enrollment period to all clients, and check rates on their anniversary every year if healthy. but the monthly news letter, like something on a drip campaign sounds like a great addition.
     
  6. Philip Russell
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    putting it all together is really quite the symphony im learning. you can really start generating EUGEEE income just accounting for all these things consistently.
    and I make sure to tell ALL my agents; as you know. -theres no shortcuts.
    making time to get new clients,
    having time carved out to service and maintain current/ new clients,
    putting out fires with current beneficiaries,
    carrier calls,
    etc...
    takes time. and effort. but its all worth it if you keep going.
    RESIDUALS!!!!!!!!
     
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