Staying on track: Your sales cycle
Staying on track: Your sales cycle
The end of AEP may feel like a distant memory, but the work you do now sets the stage for future success.
The end of AEP may feel like a distant memory, but the work you do now sets the stage for future success.
It’s important to maintain momentum, refine your approach, and prepare for long-term growth. By 90 days post-AEP, it’s all about nurturing relationships and strengthening your business strategy.
90 Days Post-AEP: Nurturing & Retaining
By the 90-day mark, you’re in a great position to start expanding your reach and deepening customer relationships. Here’s where to focus:
Re-engage & Nurture Leads. Follow up with prospects who weren’t ready to enroll before. Provide additional product insights that may now align with their needs.
Seek Feedback & Coaching. Ask sales leaders or fellow agents to review your approach and offer constructive feedback. Small adjustments can make a big impact.
Strengthen Your Retention Strategy. Keeping existing customers is just as important as gaining new ones. Our recommended retention strategy will help improve customer loyalty and generate new leads through cross selling.
You’re not in this alone.
We're here to help that's why we've developed a Retention Guide that outlines key strategies for long-term loyalty and growth. Click here to download and begin implementing these tactics in your communication plan now.
As you continue building relationships and fine-tuning your sales approach, know that we’re here to support you every step of the way. Your dedication to helping customers navigate their Supplemental Benefits options makes a real difference, and we’re committed to providing the tools and training you need to succeed. Keep up the great work, your future enrollees will thank you.