Keep Your Medicare Advantage Members Engaged: A Proven Retention Plan

May 13th, 2025

1 min read

2:22

The first 90 days after enrollment are make-or-break for member satisfaction and long-term retention. As an agent, what you do in that window can make all the difference. That’s why we created this structured, proactive communication timeline—to help you guide new members, strengthen relationships, and ultimately, keep them on your book of business.

Why Member Retention Matters

Extra benefits like dental, OTC cards, and gym memberships aren’t just selling points—they’re powerful retention tools. When members know how to access and use their benefits, they’re more likely to stay put.

5 Retention Strategies to Use Now:

Be Proactive: Don’t wait for problems. Schedule check-ins before they arise.
Stay Informed: Share timely updates on Medicare changes.
Show Appreciation: Small touches like birthday cards go a long way.
Use Tech: CRMs and automation make follow-up seamless.
Host Events: Educate members and stay top-of-mind with webinars or meetups.

Personalization = Loyalty

Customizing how and when you communicate increases satisfaction and trust. Use your CRM to track:

Preferred contact method/time
Birthdays, anniversaries, and milestones
Hobbies or grandkids' sports teams
Upcoming vacations

The 3-10-30-60-90 Day Retention Timeline

Day	Action	Purpose
Day 3	Initial Check-In	Confirm the welcome call occurred
Day 10	Welcome Package Check	Ensure ID cards and materials arrived
Day 30	Prescription Review	Verify prescriptions were filled
Day 60	Wellness Visit	Encourage preventive care appointments
Day 90	Benefit Reminder	Revisit extra benefits & Part B Giveback

Don’t Forget: The Part B Giveback

Many members don’t understand how this benefit works. Clarify:

They won’t receive a check.
If on Social Security, they’ll see a credit in their payment.
If not, they’ll owe less to Medicare each month.

Retention is built on consistent, personalized communication. By following this campaign, you’ll stand out as a trusted advisor—not just a one-time enrollment helper.

Ready to Retain More Clients and Grow Smarter?

Let PSM Brokerage support your success with expert guidance, proven systems, and personalized marketing tools. 👉 [Schedule a Call With Us]

Topics:

Medicare Advantage plans

Customer Retention

Medicare Sales

cross marketing

Keep Your Medicare Advantage Members Engaged: A Proven Retention Plan

Why Member Retention Matters

5 Retention Strategies to Use Now:

Personalization = Loyalty

The 3-10-30-60-90 Day Retention Timeline

Ready to Retain More Clients and Grow Smarter?

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