Video Summary
Selling is only half the battle—retention is where the real money is. With the changes happening in our industry, this concept is more important than ever before. In this session, we’ll break down exactly how top ACA agents are locking in their renewals, handling the Aetna market exit, and turning existing clients into long-term revenue streams.
Timestamps
(6:25) The Aetna Exit & CMS Final Rule
Urgency and opportunity, requiring $5 premium responsibility
(18:37) Retention
Strategies, automation, tech
(30:47) Plan Now
OEP checklist
(36:16) ACA Retention Toolkit
Example scripts, email template example, workplace setup tips
(38:23) Q&A
Agents ask questions
