Cigna wants to make sure your sales stick! Last month, there was a focus on the importance of creating a retention plan for your new customers. If you haven't already created a plan, check out this link for some tips. By now, your customers are starting to use their benefits, and it's time to check in to make sure they understand how their plan works.
Here's a 60-day retention checklist to help you get started:
Remember that when you check in with your Medicare customers, you have a great opportunity to obtain referrals by offering to help your customers' friends or family members who have Medicare questions. You can also visit CustomPoint, and search "A_C_22_B" to download our customizable 'Thank You Referral Card' to share with your customers.
Cigna has an extensive customer onboarding program to help support your retention efforts. They will reach out to new customers at least 10 times during their first year to help them understand and use their plan. Click here for an overview of our onboarding plan.
Log in to CignaforBrokers.com and navigate to Producers' University to view the resources below.
· Overview of Cigna's onboarding program
· Cigna Healthy Today Card Job Aid
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