At the end of a client engagement, my process is designed to ensure that clients feel supported and confident in their new health insurance plan. Here’s how it works:

1. Welcome Letters: After a client purchases a policy, the company sends a welcome letter. A week later, I follow up with my own personal welcome letter. This letter includes the date the policy went into effect, the policy numbers, instructions on how to sign into their portal, and where to find in-network providers.
2. Personal Touch: In my letter, I emphasize that I am their first level of customer service. I provide my direct contact information, encouraging them to reach out to me with any questions or concerns. This personal touch reassures clients that they have a knowledgeable agent to turn to, which helps them effectively utilize their plan.
3. Building Comfort and Credibility: By being proactive and accessible, I build a strong rapport with my clients. They know they can rely on me for support, which makes them feel more comfortable and confident in their health insurance choices. My clients often express appreciation for having a knowledgeable agent who is always ready to assist them.
4. Referrals: This approach has significantly contributed to my referrals. Clients who feel well-supported and confident in their insurance plan are more likely to refer me to their friends and family. They trust that I will provide the same level of care and attention to their referrals as I did to them.

In summary, my process at the end of a client engagement ensures that clients feel supported and confident. This not only makes them comfortable but also enhances my credibility as a reliable agent. As a result, my clients are more likely to refer me to others, knowing that I will provide exceptional service.