It’s easy to focus on new enrollments. But the agents with growing books of business aren’t just closing new clients — they’re keeping the old ones. Without a solid retention strategy, every AEP feels like starting over. And that’s not sustainable.
Why Clients Leave
They forget who enrolled them. They don’t understand their coverage. Another agent reaches out first. No relationship was built. Retention isn’t about luck — it’s about intentional follow-up.
Our System for High Retention
At TMS, we train agents on how to stay connected without getting overwhelmed.
✅ CRM Automation
We help you set up birthday texts, annual review reminders, and post-enrollment emails — all hands-free.
✅ Retention Call Scripts
Quick check-in templates that build trust and identify issues before they become switches.
✅ Event & Referral Templates
Keep clients engaged by inviting them to local events or asking for referrals at the right time.
Retention = Renewals = Freedom
When clients stay, you get:
· Consistent income
· Less pressure each AEP
· More referrals
· A reputation for service, not sales
Let us help you build a client base that stays — and pays.👉 Ready to build renewals that last? Join TMS Now