Your client’s enrollment is done. Now comes the crucial communication to build a great relationship.
After an Annual Enrollment Period (AEP) of significant disruption, you may have clients who are new to their plan and would benefit from an appointment with a helpful agent like yourself to understand their benefits.
Use the resources we’ve included below to help you create a strong relationship with your clients. Get access to our Follow-Up Framework, your toolkit, and a step-by-step guide to building client trust.
Our 3-30-60-90-Day framework has everything you need to organize follow-up appointments with clients after enrollment. These regular follow-up meetings can lead to lasting client relationships.
Resources for Reflection & Follow Up
By using the resources we’ve included in this post, reflect on your AEP success and shortcomings and establish goals for the rest of the year. We’ve also included resources to assist you while building relationships with clients that will last for life. Download the Follow-Up Framework to develop client loyalty and generate success.
AEP Reflection Sheet
The AEP Reflection Sheet has a series of questions to walk you through thinking seriously about the previous AEP. Take time to pause and think critically about the questions in this document and use your ideas to create goals for next AEP. Setting goals is a great way to motivate yourself to achieve new success and make sales in the new year!
Download the AEP Reflection Sheet
Follow-Up One Sheet
Our Follow-Up One Sheet easily breaks down the touchpoints for you to reach out to clients at 3, 30, 60, and 90 days in just one page. Use this helpful sheet to remind yourself to build client loyalty throughout the year.
Download the Follow-Up One Sheet
Follow-Up Guide
The Follow-Up Guide offers in depth tips, strategies, and suggestions for navigating each of the touchpoints we recommend in the One-Sheet. Download the guide for our advice on how to develop client loyalty and build relationships.
Leave-Behind Tool Kit
In addition to the client resources we’ve created for agents, we’ve also created resources agents can provide to clients to help doctor appointments go smoother or to offer a helpful reminder.
Appointment Reminder
Our Appointment Reminder can be customized by you after downloading, and then given to clients with your name and the appointment date and time. There’s also a full calendar below for you to mark or highlight when your client’s next appointment is.
Download the Appointment Reminder
Medication Tracker
Clients should be able to provide a list of current medications to doctors on a regular basis or in case of an emergency hospital stay. The Medication Tracker allows you or your clients to fill in their current medications, dosage, frequency, and any notes you may have. These notes can help providers in case your client may not remember or is not able to provide this information themselves.
Download our Medication Tracker
Foster client loyalty and build great relationships by investing in their health and downloading these helpful tools.
Ritter is invested in our agents and their success. We’re committed to providing resources to help you build client loyalty that can contribute to your achievements. Register with Ritter today to have the support of a team of sales specialists and even more access to great technology, tools, and resources.
Not affiliated with or endorsed by Medicare or any government agency.
Share Post