My most important follow up is with a client after their new Medicare Plan enrollment.  If the enrollment occurs during Annual Election Period, their new benefits will start in roughly 90 days.  At the onset of their new plan, I follow up with them on the following topics:

1) Do they have their new ID cards?

2) Did they get their flex benefits card?

3) Do they know how to get their prescriptions filled?

4) Any issues with their current physicians billing their new plan?

Periodically through the year, I will email them reminding them of plan benefits they may have forgotten about.

I estimate that roughly 25% of new business is the result of referrals from satisfied clients.