Marketing Tip: Following Up with Clients After a Sale

You’ve figured out how to get the sale, and close the sale, but do you know how to keep the sale? Follow up is an important step you must take for client retention. Once you’ve completed the sale, it’s always a good idea to send a thank you note thanking them for choosing you (could also put a few business cards in there to ask for a referral), calling to make sure they have received their cards and plan information, and to see if they have any questions on their new plan. Staying connected with them throughout the year, past AEP, shows you value the client-agent relationship and gives them confidence in you. 

Going the extra mile in letting them know you care, and are there for them with any questions they might have, makes a difference for the following year, and also for those important referrals.

Contact our Broker Sales Specialists to see how our one-on-one mentorship can help you build your business.