YOUR CLIENTS & PROSPECTS NEED TO BE ORGANIZED
3 Levels of Agents for AEP Agents:
Acquisition - Smaller Book of Business - Still growing your book of business
If you have a smaller book of business, you will want to do more push marketing, which is when you are marketing your name out more, such as through mailers, marketing booths, etc.
Acquisition / Maintenance / Retention - Medium Book of Business - Growing your book but also focusing on working with your clients for retention and referrals. If you have a medium size book, you can start focusing on more pull marketing, working your book of business for referrals and cross selling.
Maintenance / Retention - Larger Book of Business - Focusing on taking care of your clients and getting your prospects through referrals.
A larger book of business means you can focus less on push marketing and more pull marketing and getting most of your new prospects via referrals.
Make sure your marketing plan matches your book of business. Need help with this? Give us a call! (800) 689-2800
