YourMiHealthAgenc
Expert
What do you guys use for your monthly newsletters to clients? Any particular CRM or service?I do more with email than you. With the email tips I send them I probably walk ~ 1% through the online Medicare application. The rest are able to do it on their own.
1. Intro call with Medicare 101. They get follow up email recapping our conversation plus their next steps to starting Medicare.
2. Email to take next step (apply for Medicare) This email has tips on completing application online and reminder to contact me when they receive MBI
3. similar email to yours about completing enrollment
4. Email recap including reminder to contact me about IRMAA notice with link to a guide about completing life changing event form
it's not really less steps but done using template emails instead of phone calls.
I also do monthly newsletters for current clients like @somarco