In today’s competitive insurance market, customer engagement isn’t a one-time interaction—it’s an ongoing journey. If you’re an agent looking to stand out, build lasting relationships, and grow your bottom line, our Retention & Cross-Sell Email Playbook is your roadmap to success.
This downloadable resource is packed with simple, actionable strategies to help you nurture client relationships and boost retention and cross-sales through well-timed follow-up emails and structured touchpoints.
A client’s journey with you doesn’t end with a signature on the dotted line—it’s just beginning. By mapping the customer’s experience from first contact through renewal and beyond, you can:
✅ Anticipate needs and provide timely solutions.
✅ Deepen trust and connection with each touchpoint.
✅ Create opportunities for cross-selling and referrals.
This playbook empowers you to think beyond the transaction and become a trusted advisor.
Engaging your clients through timely, relevant emails is more than just a courtesy—it’s a powerful strategy to:
📨 Keep the conversation going and stay top-of-mind.
📨 Build credibility and showcase your proactive approach.
📨 Maximize client satisfaction and retention with strategic check-ins.
Inside the playbook, you’ll find a CRM Trigger Map and Automation Flow designed specifically for both Medicare Supplement and Medicare Advantage clients, so you can easily customize your follow-ups and drive results.
Here’s what agents can expect to find:
A step-by-step CRM trigger map detailing when and how to reach out (welcome emails, 30-day check-ins, 60-day cross-sell opportunities, renewal reminders, and more).
Customizable email templates for every stage of the journey.
Strategies to identify coverage gaps (like dental, vision, hearing, hospital indemnity, and cancer) and offer solutions at the right time.
Personal touchpoints (birthdays, satisfaction check-ins) to strengthen relationships.
Whether you’re nurturing a Medicare Supplement client or guiding a Medicare Advantage customer through plan renewals, this playbook gives you the tools to turn casual clients into loyal advocates.
With the Retention & Cross-Sell Email Playbook, you’ll:
🔹 Keep clients engaged and satisfied throughout their Medicare journey.
🔹 Create cross-sell opportunities that grow your revenue.
🔹 Build stronger, longer-lasting relationships.
👉 Download the playbook today and start turning every client touchpoint into a revenue opportunity.
Or, connect with us at PSM Brokerage to learn how we can help you grow your business with expert strategies and hands-on support.