Post-AEP Client Onboarding for Medicare Agents | 30/60/90 Retention Strategy to Reduce Churn скачать в хорошем качестве

Post-AEP Client Onboarding for Medicare Agents | 30/60/90 Retention Strategy to Reduce Churn

AEP may win the sale—but what you do after AEP determines whether you keep the client. In this Field Ready Fridays Medicare agent training, we break down a proven post-AEP client onboarding and engagement system designed to reduce rapid disenrollments, prevent chargebacks, and improve long-term client retention. This session walks Medicare agents through: A new client welcome workflow that builds confidence and reduces confusion immediately after enrollment A structured 30/60/90-day retention strategy to stay top of mind during the highest-risk churn period How to set expectations at enrollment to prevent buyer’s remorse, billing confusion, and unnecessary plan changes Scripts and real-world examples to help clients understand their benefits and know when to call you first—not the carrier You’ll learn why most Medicare churn happens within the first 90 days, how proactive communication prevents rapid disenrollments, and how consistent follow-up creates stronger client relationships year-round. Key Topics Covered: Post-AEP client onboarding best practices Medicare rapid disenrollment prevention 30/60/90-day retention touchpoints for agents Reducing Medicare chargebacks Client expectation setting and engagement Medicare agent retention strategies If you’re a Medicare agent looking to protect your book of business, improve client satisfaction, and reduce post-AEP headaches, this training provides a clear, repeatable system you can implement immediately. 👉 Subscribe for more Field Ready Fridays Medicare sales and retention training designed to help agents stay compliant, profitable, and client-focused year-round. 00:00 Start 00:07 Welcome 01:43 Agenda 01:53 Whyy Onboarding Matters 03:42 New Client Workflow 11:41 Benefits 101 Walkthrough 15:04 Admin Checklist 20:35 ai talk - remove 24:15 30/60/90 Day retention plan 24:41 30-day Touchpoint 30:59 60-day Touchpoint 32:28 90-day touchpoint 34:52 Setting Client Expectations and fighting churn 36:27 Common reasons for churn 39:14 Churn reducing tactics 41:45 Wrap-up and Thank you