sbg_ben
Super Genius
- 241
Hello,
I am wanting to start a formal referral program for our agency for this upcoming open enrollment. I am mostly focused on getting more individual health and Medicare clients. We also write Group business so any suggestions on that would be helpful too.
I was thinking of writing a post on our Facebook and maybe even sending out some letters to current clients basically saying that we will offer something like a $25 amazon gift card for a referral. Does anyone have experience doing something like this? What were the challenges you faced?
I have concerns about Medicare marketing regulations as well but we could always just take Med Supp referrals for this program.
Any experience or advice is appreciated as always. Thanks
I am wanting to start a formal referral program for our agency for this upcoming open enrollment. I am mostly focused on getting more individual health and Medicare clients. We also write Group business so any suggestions on that would be helpful too.
I was thinking of writing a post on our Facebook and maybe even sending out some letters to current clients basically saying that we will offer something like a $25 amazon gift card for a referral. Does anyone have experience doing something like this? What were the challenges you faced?
I have concerns about Medicare marketing regulations as well but we could always just take Med Supp referrals for this program.
Any experience or advice is appreciated as always. Thanks