According to our Pre-AEP survey, 75% of agents will use referrals as their main source of new clients this AEP. Here are 5 methods to obtain more referrals in AEP and beyond:
Ask. Tell your clients you are accepting new clients. You are there for general questions or changing plans.
Send out Thank You cards - Hand written cards just after the appointment
Social Media - Invite your clients to like your page
Professional Partners - Let them know you can help their clients with Medicare
Annual Marketing Plan - Create an annual marketing plan to carry the momentum of AEP into January and beyond
Every year we have to
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