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

Communication is the 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 renew needs may be the most important time of year for an agent, however it’s important to remember that you can grow your reputation all year long. By communicating with your clients now, you can be well on you way to growing referrals and building your portfolio.

To help you begin these important outreach activities, refer to this example of a Q1 client letter. Use this letter as a starting point, whether you use it in its entirety or edit it for your own purposes, as a way to welcome your clients to the new year while inviting them to connect.

Download Letter Now