< Agent Blog
Jan
15
,
2021

Ascension Complete 2021 New Member Transition

January 15, 2021

Ascension Complete thanks you again for your support, and congratulate you on a successful AEP! Right now new Ascension Complete members are receiving their New Member Welcome Kits.

We think this New Member Kit, along with your hard work getting new members to finish an HRA, will help members transition quickly and begun taking advantage of their new health plan!

Tips for Retaining Satisfied Members

You want that smooth transition to continue throughout 2021 and to keep things simple for your member. Ascension Complete wants to remind you to stay close to your new members. Here are some tips used by top brokers to maintain contact effectively:

  1. Send members thank you notes for choosing you as their agent
  2. Institute a consistent 15-30-60-90 day follow up discipline
  3. When appropriate, send birthday cards with a brief handwritten note–this generation appreciates that personal touch
  4. Update your file and use a online tickler program to improve follow up efficiency
  5. Get on Facebook! Use your page as a way to link to interesting sources (like Ascension Complete) for updates and to provide relevant news

These steps and others will grown your business and lead to more referrals down the road

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