- IntroductionLesson 101:17
- Finding Specific Part D NeedsLesson 201:44
- Presenting Part D PlansLesson 302:00
- Enrolling in a Part D PlanLesson 401:40
- Verifying Enrollment and Plan MaterialsLesson 501:24
- Follow Up With Your ClientLesson 601:32
- Next StepsLesson 700:31
Follow Up With Your Client
Following up is key to retaining existing clients.
It not only shows your care for your client’s wellbeing, but also improves the client experience as they transition to a new plan.
You’ll follow up with your clients at a few points in their first year with their new plan.
A follow-up within a month of enrollment will likely be to check that they’ve received materials like their ID card and ask if they have any questions about accessing certain benefits like a mail-order pharmacy.
After a month in their plan, you can ask if they’ve used their Part D coverage. Was it what they expected? Do they have any questions about their experience?
This allows you to address any concerns early on and offer any support or clarification to the client’s scenario.
Also make sure they have your contact information and encourage them to reach out if they have any other concerns.
As you approach the Annual Enrollment Period (AEP), this is a great time to check in and see if your client has had any health changes or new prescriptions. How has the coverage for those prescriptions been?
Then during AEP, you should schedule a time to review any health changes, plan changes, or new product options that may suit the client.
As your client becomes more familiar with the plan, you may find that you don’t need to follow-up as often. Even if you do decrease your follow-ups, you should ensure you are following up annually at a minimum and that clients know how to get in touch with you if they have any needs or concerns.
Doing so will help you build a strong working relationship with your clients and support your long-term business growth!
