Retaining Clients & Maintaining Your Book Of Business

[NF Insight]

Medicare Agents first goal is to find new clients to enroll for Medicare Advantage, Medicare Supplement, and Prescription Drug Plans. Chris talks about something that is equally important, which is retaining those clients to build a Book of Business. Key items to remember is to maintain regular contact through quarterly check-ins, as well as determining if other supplementary products are appropriate such as Final Expense or Hospital Indemnity Plans.