Business Advice, Medicare

How to Increase your Client Retention

Video Summary

If you want to succeed in Medicare Advantage sales, you cannot overlook the importance of client retention. Our new partner, MediZues, has developed a platform that monitors your book of business and notifies you when CMS approves plan changes - so you can proactively reach out to your clients.


(1:05) The Problem 

Switching plans, the effects, example timeline

(5:25) The Solution

How MediZues can help you retain your clients

(8:16) MediZues Demo

Walkthrough of the MediZues platform

(17:36) Getting Started

Pricing, free trial, statistics

(29:34) Questions 

Agent ask questions


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