Optimizing Retention, Empowering Sales: Your Medicare Partner for Growth.

As a dedicated Medicare retention agency, we understand the importance of third-party verification in ensuring the satisfaction and loyalty of your policyholders.

Here’s why partnering with us makes sense:

  • We specialize in streamlining processes so that your policyholders are matched with the most appropriate Medicare Advantage, Prescription Drug, and Medicare Supplement plans. This not only enhances the accuracy of plan selection but also boosts the overall efficiency and productivity of your operations.
  • Should any of your policyholders express dissatisfaction with their current plan, our expert team is on standby to guide them towards a more suitable option. By entrusting us with your retention efforts, you can channel your energy and resources into acquiring new business, confident in the knowledge that your existing clientele is in capable hands.

 

By outsourcing third-party verification to us, you’re not just ensuring the satisfaction of your policyholders but also optimizing your business growth. Let us handle the complexities of retention so you can focus on what you do best: sales.

A Tailored Approach for Everyone!

Checklist items we go over include:

 

  • Essential Plan Documents 
  • Detailed Prescription Drug Information 
  • Pharmacy Details 
  • Doctor Profiles 
  • Appointment Scopes 

 

Insurety Agency Services is AHIP-certified and registered in all fifty states.  

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