Don’t forget to reach out to your clients during Q1

Communication is key to building and maintaining your relationships. Your clients are looking to you to recognize the importance of their health insurance, networks, out-of-pocket costs and the best ways to use their benefits.

Connecting in the Fall to review their needs may be the most important time of year for an agent, however it’s important to remember that you can grow your reputation and deepen relationships all year long. By communicating with your clients in Q1, you are well on you way to growing referrals and building your portfolio with each client.

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