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What is Your 311 Medicare Plan?
There are 311 days each year outside of the Annual Enrollment Period. One of the things you can do to really boost your business and your reputation with your customers is to use those very important 311 non-AEP days to maintain contact with customers and let them know you are there for them. Yes, open enrollment time is critical and it’s when you do a lot of your hands-on work, but having a presence throughout the year through cards or emails goes a long way in showing your customers how important they are to you.
Birthdays
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The simple step of sending an email, or even better, mailing a card to them on their birthday shows you care and you’re thinking of them. Almost everyone likes to get recognition on their birthday, so sending a message is great for building a relationship. However, it is best to keep it as a birthday message. Don’t make it into a selling attempt.
Similarly, Independence Day, July 4, is also a perfect opportunity. Not many people get messages commemorating America’s birthday, especially a card in the mail. It can be a really effective way to stand-out.
Anniversary
A message recognizing that you’ve been working together for x number of years, thanking them for trusting you with their insurance needs and letting them know that you provide other services than what they are using could lead to further discussions. Unlike with a birthday greeting, since this is recognizing an existing business relationship, it is certainly appropriate to touch on products and services, as well as looking for referrals.
Holidays/New Year
Holidays can also be a good chance to reach out to people. It is best to focus on non-religious dates, such as New Year’s Day, rather than traditional Christian holidays. A Valentine’s Day card or email can also be a really nice touch. It’s the perfect opportunity to express how much you love working with them.
Also, sending a message thanking service members on Veteran’s Day or Memorial Day are definitely appropriate and even non-service members understand thank you messages coming out on those days.
Finally, sending an occasional email to your customers is a great way to maintain contact, let them know of new products or services, provide friendly tips on healthy living or just to let them know you’re thinking of them.
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