RunnerDude
Super Genius
- 181
As I review my book of business pre-AEP, I once again find way too many clients that have fallen off. Many are on the same plan- but with a different agent (likely due to a one- month switch and then rewriting back on the same plan). Others have been changed to plans that are not as good as the one I wrote them on. Some are due to changes in their healthcare status (i.e. gain or loss of Medicaid). The frustrating thing is that I know the agents who are doing this likely do not have "permission to contact". I do send birthday and Christmas cards and always answer my phone to deal with issues. I obviously need a better retention strategy. I know that a lot of agents will monitor their book of business on a monthly basis to see who is about to fall off, and then contact the client to cancel the enrollment. This illegal according to CMS- but apparently effective. I have not engaged in this practice (as of yet). Does anyone have a (legal) solution that works?