Get tips for retaining your clients this AEP and beyond, with a new playbook
Building trust with your clients earns their business. Now there’s a new tool available that can help you keep your clients happy and help generate new business too. The Aetna Medicare member retention playbook for agents gives you useful, hands-on actions you can use now and reference later, as you create a self-sustaining business model.
You’ll learn tips on:
Why building a successful member retention strategy is so important
How to set yourself up for retention success at the point of sale
What steps you can take all year long to retain members (i.e., sending ‘Thank you’ and ‘Birthday’ cards)
Why customers leave and how to avoid rapid disenrollment
