Renewal season is the annual opportunity to review and revise benefit plans for clients, ensuring they align with changing needs and regulatory requirements. It also serves as an opportunity for benefits brokers to build and maintain relationships with their clients. While preparing renewals, brokers can demonstrate their ability to provide valuable services such as plan analysis, negotiation with carriers, and efficient administration, thus promoting client satisfaction and retention.
But as the year moves along and you take a moment of reflection on the hard work and value you've brought to your benefits clients, the need to communicate, build and maintain customer relationships remains strong! Once you've closed the deal, it's essential to show your clients that your service and partnership don't just end when you close the deal. Here are three post-renewal communication strategies that can prove that you are a vital partner who is committed to the success of your clients currently and into 2024.
1. Ask questions
It's crucial to continue the conversation after renewal. The right questions will strengthen your relationship and provide greater insights into the wants and needs of your clients.
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