Every fall, call centers blitz your clients with reasons to switch. The agents who lose their book during AEP and OEP are almost never outworked in October. They were out-touched in April, June, and August.
The Client for Life is the flagship play: six personal touches a year, anchored to the moments that matter to your client, not to your sales calendar. A real birthday card. A half-birthday card nobody saw coming. A September note that inoculates them before the TV hotlines start. An anniversary mug with their name on it.
The whole play runs about $27 a year per client in gifts, far inside the CMS annual cap, with zero plan content anywhere. Enroll a client once and it runs for as long as they stay. Which is the point.
What lands in the mailbox
Every piece in the play, in the order it mails.
