Let’s face it—acquiring new clients feels exciting, but retaining your current ones pays the bills. Before you chase down a single new prospect for AEP and OEP this year, ask yourself: “Am I taking care of the clients who already trust me?”
If the answer isn’t an emphatic "yes," it's time to shift gears.
Client retention is more cost-effective and profitable in the long run. Studies confirm this again and again—agencies focused on cross-selling and client retention see better long-term growth and higher customer satisfaction
Let’s dive into exactly how you can reconnect with your existing book of business well before Open Enrollment hits.
1. Contact Every Client Personally (Yes, Every Single One)
Personalized outreach isn’t just a nice gesture—it’s a retention lifeline. Most clients won’t proactively schedule their enrollment reviews. They’re busy, forgetful, or simply overwhelmed by health insurance details.
Be the agent who makes it easy:
-
Send personalized notes: A quick, friendly email or handwritten note reminds clients you’re their advocate, not just their salesperson.
-
Schedule check-in appointments: Use your CRM to automate appointment reminders, giving clients easy options like phone or Zoom check-ins.
Ritter Insurance Marketing notes that proactive client communication significantly boosts retention rates.
2. Provide Valuable (And Easy-to-Understand) Updates
Your clients hear snippets about Medicare and ACA changes all year long. Your job? Simplify it. Provide clear, actionable updates your clients can easily digest.
For instance, consider sending:
-
Monthly or quarterly newsletters covering upcoming plan changes, new benefits, or deadlines.
-
Quick one-pagers or email summaries that break down complicated CMS or ACA policy changes into easy-to-understand bullet points. (Always follow CMS marketing regulations when communicating with your Medicare clients.)
Clients appreciate clarity, and it reinforces that you're their go-to expert for all things health insurance.
3. Address Gaps in Coverage (Without the Pushy Vibe)
Cross-selling often gets a bad rap, but it shouldn't. It’s not about upselling unnecessary products—it’s about solving real problems for your clients.
Be proactive by asking your clients:
-
"Have you considered supplemental dental coverage?"
-
"Do you know if your plan adequately covers hospital stays?"
-
"Are you protected if a critical illness hits?"
These questions naturally highlight gaps in coverage. Filling these gaps with supplemental plans improves client satisfaction and can lead to significant increases in your retention rate.
4. Make Scheduling a Breeze
Remember when booking appointments required multiple emails back and forth? Neither do we. Your clients prefer instant booking.
-
Provide clear scheduling links via tools like Calendly.
-
Clearly display your availability to remove friction.
-
Remind them how quickly spots fill up—creating urgency without pressure.
This simple convenience dramatically improves engagement rates.
5. Let Technology Do the Heavy Lifting
Managing dozens or hundreds of client interactions manually isn't scalable or enjoyable. Fortunately, your CRM can automate and streamline these retention tactics.
With Quotit’s CRM, you can:
-
Segment clients: Create customized email groups based on product type (Medicare, ACA, dental), client age, or renewal dates.
-
Automate follow-ups: Set reminders to contact clients who haven't scheduled their appointments yet.
-
Personalize messages at scale: Quickly pull up client histories and tailor your communications, making every interaction feel personal.
Leveraging a CRM isn't just smart—it's essential for sustainable growth and better retention.
Ready-to-Go Resources at Your Fingertips
If this feels like a lot to tackle before Open Enrollment, don’t worry. Quotit’s 2025 AEP/OEP Toolkit includes all the templates, timelines, and strategies you need to seamlessly implement these tips.
Inside you’ll find:
-
Ready-made client outreach email templates
-
Goal-setting and client retention checklists
-
A step-by-step timeline to stay on track
Download the toolkit, implement these tips, and watch your client retention soar.
Want to see Quotit’s CRM in action?
If managing client outreach efficiently sounds like a dream, it’s time to schedule your demo. In 15 minutes, we’ll show you exactly how Quotit's CRM helps hundreds of agents improve retention, simplify enrollment prep, and drive revenue.
[👉 Schedule Your Quotit CRM Demo Today]
Don't Just Grow—Grow Smarter.
New clients are exciting, but long-term success depends on keeping the ones you have. Invest in relationships, leverage technology, and prioritize retention now to turn this year's Open Enrollment into your best season yet.
Curious how Quotit could revolutionize your client retention? Well, let’s just say the demo’s free, but the benefits could be priceless.
