Episode Summary
In this episode of The Broker Link, Josh Slattery shares insights on the upcoming Member Retention Program, designed to help insurance agents proactively retain clients amid rising plan terminations and cost increases.
Josh highlights:
-
The success of last year’s retention campaign
-
Why having a CRM and streamlined processes is critical
-
Free tools available: direct mail, email templates, and QR codes in both English and Spanish
-
How Medicare Pro organizes data and integrates with Simply Enroll
-
The program is completely free and supports up to 1,000 members per agent
The episode also spotlights new educational courses and reinforces the importance of local market expertise and year-round client engagement.
Whether you're a new agent or an experienced pro, this episode is packed with tools and strategies to build loyalty and boost retention heading into AEP.
Timestamps
00:00 Introduction to Member Retention Program
01:07 Importance of Retention in AEP
05:05 Utilizing Technology for Client Management
09:14 Data Security and Client Trust
10:40 Local Agents vs. Call Centers
11:29 Building Long-Term Relationships with Clients
