Are you looking to GROW your book of business?

In case we haven't met or maybe we have and you forgot. I am your broker manager for Devoted Health in the Pennsylvania market.

What does that mean to you?...Well I am here for all of your business needs. I am here to assist you in the following areas:

* Planning & executing a business plan

* Creating strategies to obtain clients

* Developing a plan for retention

and more...

 

Whether you are new or seasoned I am your go to resource when it comes to your book of business. I would love to connect and partner with you in any way I can and/or that you need. Should you need training, a one-on-one session or just want to grab coffee for a quick Q & A let's schedule it. I love to see results and it is my mission to see you grow and be successful in this business.

Schedule HERE

 

MARCH webinars

 

 Member Retention - Thursday | March 21st | 10am

In this webinar you will learn how to retain those clients you worked so hard to obtain. We will discuss the following:

* Reasons you should have a retention strategy

* Client retention ideas 

* Member events

Register HERE

 

 Membership & Enrollment Periods - Thursday | March 28th | 10am

In this webinar you will learn what happens to your members once they enroll with Devoted. We will also touch on OEP and how you can continue to grow during this period.

 We will discuss the following:

* Devoted touchpoints & outreach strategy

* What you can and can't do during OEP

* OEP marketing plan

Register HERE

 

Helpful RESOURCES!

I have attached the following documents to assist you in getting more familiar with Devoted and to have for reference:

 

- 2024 Extra Benefit FAQ - this outlines exactly how to use our extra benefits

 

- PPO Out-of-Network Education - enrolling someone in our PPO plan who's doctor isn't in network? This document may be helpful.

 

- Top 10 reasons to sell Devoted - looking for reasons to assist in selling Devoted and why? Here are our Top 10.

 

Helpful LINKS!

Within THIS link you will be able to access the following:

 

* Agent support contact information

* Link to access your agent portal

* Broker learning center/videos

* Plan documents
* Enrollment materials

* Marketing storefront

 

I hope this email and attachments are valuable and will be of great use to you. Feel free to reach out should you have any questions.