Yep, same. I do it because the client's needs come first but I detest moving an existing client to a new plan.
First Year agent wrote 40 MA plans
- Thread starter MatchINS
- Start date
Yep, same. I do it because the client's needs come first but I detest moving an existing client to a new plan.
Same here.
I separated first year clients with reminders (for me) to reach out personally for their first PDP review and again on the policy anniversary.
Everyone else get's the monthly newsletter . . . and some actually read it . . .
Clients with newly diagnosed, serious medical situations are personally contacted monthly until their condition is stabilized or resolved.
I think too many times clients and policyholders are thrown into the same pot and forgotten. Medicare is brand new and scary to most folks who were covered by a group plan prior to 65. They are not accustomed to having personal service, so anything I can do to cement the relationship makes it better all the way around.
Lol people with serious ailments contacted monthly? What’s scary about a plan G that covers 100% vs their group plan that didnt ? They show their card and get no bill . Mr Somarco your pool of med sup potential clients gets smaller by the yr . Many upper income clients offered Medicare thru their work from the Aons of the world . And more and more middle income people want mapd now . If 50% or 29 million people on mapd vs 10 million 10 yrs ago . That means your potential people to sell med sup has collapsed . Your a senior citizen and set in your ways and dont need to change . A young agent doing what your doing is disastrous long term .
That does seem a little suspicious.... You call clients monthly in the middle of AEP to make sure their recovering from their stroke while in the ltc facility??? You are a brave soul if that is the case..... Oh Bob I'm so glad you called.... Can you tell me why 12 meds are $11/mo in the facility vs $0 at CVS?? 45 min later.... Ok talked to you next month!
Where did I say call . . . ?
Reading comprehension is a common problem on this forum, and elsewhere in the world.
No, guess again . . .
- 29,535
Smoke signals?
Similar threads
