The approach of the AEP season has prompted many agents to concentrate on expanding their Medicare Advantage books of business, either by acquiring leads or seeking new leads from various sources. While it’s important to actively pursue growth and generate new sales, it’s equally, if not more, crucial to prioritize retaining your existing clientele.

Remember, your current clients could also be prospects for other agents, so prioritizing client retention should be a significant aspect of your business strategy.

Jacob Smith