How to Follow Up with Medicare Clients Compliantly

 

After closing a sale, your job isn’t done yet! Following up with clients is a critical part of being a successful Medicare sales agent.

Read the text version

Register for your FREE RitterIM.com account

 

Mentioned in this episode:

 

2019 Medicare OEP: You Never Get a Second Chance to Make a First Impression
4 Ways to Keep Your Medicare Business Warm This Winter
Building Client Loyalty: More than Just a Plan
Contact the Team at Ritter Insurance Marketing
Code of Federal Regulations Title 42 Chapter IV Subchapter B Part 422 Subpart IV
Code of Federal Regulations Title 42 Chapter IV Subchapter B Part 423 Subpart V
Center for Medicare & Medicare Services
Definitive Guidelines for the New Open Enrollment Period
Four Reasons Why Ritter Should Be Your FMO Insurance Agency
How Medicare Helps Your Clients Stay Healthy
How to Get Started in Medicare Sales
Humana Ignite: The 3-30-60-90 Day Conversation Guide
Keys to Client Retention: Face-to-Face Communication  
SilverSneakers
Silver&Fit
What is a Medicare Wellness Visit?
 

 

More episodes you’ll like:

 

Medicareful: Frequently Asked Questions featuring Jimmy Weber
Agent Apps | To-Do or Not To-Do Lists? Personal Planner Apps
Senior Speak: Talking to Medicare Clients Age 65 & Older

 

Articles to Share with Your Clients:

 

What You Should Know When Buying Cast Iron Cookware
Different Types of Potatoes & When to Use Them
Gun Safety Rules for Seniors

 

Ritter Insurance Marketing eBooks & Guides:

 

Social Media Marketing for Insurance Agents
The Complete Guide to Client Loyalty and Retention
Your Step-By-Step Guide to Getting Started in Insurance Sales

 

The latest from Ritter’s Blog:

 

BayCarePlus Medicare Advantage Contracting Now Available with Ritter!
Help Medicare & Medicare Clients Secure SNAP Benefits

 

Subscribe & Follow:

 

Apple Podcasts
Google Podcasts
Overcast
Podbean
Spotify
Stitcher

 

Connect on social:

 

Facebook
LinkedIn
Twitter
YouTube
Instagram
TikTok
Sarah’s LinkedIn
Sarah’s Instagram