Post-AEP Client Onboarding for Medicare Agents | 30/60/90 Retention Strategy to Reduce Churn

Описание: AEP may win the sale—but what you do after AEP determines whether you keep the client.

In this Field Ready Fridays Medicare agent training, we break down a proven post-AEP client onboarding and engagement system designed to reduce rapid disenrollments, prevent chargebacks, and improve long-term client retention.

This session walks Medicare agents through:

A new client welcome workflow that builds confidence and reduces confusion immediately after enrollment

A structured 30/60/90-day retention strategy to stay top of mind during the highest-risk churn period

How to set expectations at enrollment to prevent buyer’s remorse, billing confusion, and unnecessary plan changes

Scripts and real-world examples to help clients understand their benefits and know when to call you first—not the carrier

You’ll learn why most Medicare churn happens within the first 90 days, how proactive communication prevents rapid disenrollments, and how consistent follow-up creates stronger client relationships year-round.

Key Topics Covered:

Post-AEP client onboarding best practices

Medicare rapid disenrollment prevention

30/60/90-day retention touchpoints for agents

Reducing Medicare chargebacks

Client expectation setting and engagement

Medicare agent retention strategies

If you’re a Medicare agent looking to protect your book of business, improve client satisfaction, and reduce post-AEP headaches, this training provides a clear, repeatable system you can implement immediately.

👉 Subscribe for more Field Ready Fridays Medicare sales and retention training designed to help agents stay compliant, profitable, and client-focused year-round.

00:00 Start
00:07 Welcome
01:43 Agenda
01:53 Whyy Onboarding Matters
03:42 New Client Workflow
11:41 Benefits 101 Walkthrough
15:04 Admin Checklist
20:35 ai talk - remove
24:15 30/60/90 Day retention plan
24:41 30-day Touchpoint
30:59 60-day Touchpoint
32:28 90-day touchpoint
34:52 Setting Client Expectations and fighting churn
36:27 Common reasons for churn
39:14 Churn reducing tactics
41:45 Wrap-up and Thank you