Medicare Café – Retention and Saving Leads
How can you keep up with all this? This is where your CRM comes into play. Having great data going into your CRM will allow you to pull great data out of your CRM. Don’t just label your employer or group covered leads as group. Document which group plans they have. If a group plan decides to change coverage or even drop their current retirees, you can quickly pull that info from your CRM and reach out, being proactive to the news.
Not sure what CRM to use? Give us a call, and we can go over options depending on your needs.