Customer outreach during enrollment season

Annual enrollment season is a critical period for brokers to connect with customers and prospects to maximize enrollments. Effective communication and outreach strategies can make a significant difference in your success. Here are some tips to help you with ongoing outreach, leveraging both in-person and virtual meetings.

• Segment your audience.
  Identify different segments of your customer base and tailor your communication strategies accordingly. Personalized messages are more likely to resonate with each group.

• Prepare thoroughly.
  Before each meeting, review the customer’s history and specific needs. Being well-prepared demonstrates professionalism and helps build trust and rapport.

• Use clear and simple language.
  Avoid jargon and complex terminology when communicating with customers. Clear and simple explanations make it easier for customers/prospects to understand their options and make informed decisions.

• Offer flexible appointment options.
  Provide options for both in-person and virtual appointments to accommodate different customer/prospect preferences and schedules.  Schedule virtual meetings for those who prefer the convenience of online interactions. Platforms such as Zoom or Microsoft Teams offer easy-to-use features for effective communication. Host local, in-person seminars or informational sessions to engage directly with prospects, provide information about Medicare options and answer questions in real-time. Be sure to have marketing materials on hand that you can email or use as leave behind.

• Utilize CSB-created marketing materials including social media.
  Log into CignaForBrokers to find all the latest marketing and sales materials including our social media kit, and more. And log into CustomPoint for marketing and sales collateral such as brochures, outline of coverages, and customizable prospecting materials. Utilize these resources through various channels (email, mail, social media, in-person) throughout the year to keep your audience informed and engaged.

• Follow-up consistently.
  Send follow-up emails or make phone calls after your initial meetings. Consistent communication to customers shows them your dedication and helps address any lingering questions or concerns. Utilize our Retention Strategy training to help you send subsequent communications with your customers.

By implementing these strategies, you can effectively reach out to and maintain communication with current and potential customers during the annual enrollment season and beyond. Remember, consistent and personalized communication is key to building lasting relationships and achieving your enrollment goals.