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SIMPLE THINGS I SAY ON CALLS TO KEEP RETENTION HIGHER

@hava.thornton

20.5K followers · usually 1.4K views a post

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Why it worked

The video provides practical advice on navigating Medicare enrollment, a topic many viewers find confusing and stressful. By offering a solution through a trusted agent, it addresses a common pain point and builds confidence.

Summary

The speaker explains that it's too early to pick a plan and offers to connect the viewer with an agent who can help them set up their Medicare plan in August. She advises viewers to stick with a good agent and warns about potential scams.

Structure

1Introduction to retention strategies
2Explaining the timing for plan selection
3Offering to connect with an agent
4Warning about other agents and potential scams
5Explaining the agent's role in setting up Medicare
6Concluding the call

On-screen text

SIMPLE THINGS I SAY ON CALLS TO KEEP RETENTION HIGHER SO IT'S A LITTLE BIT TOO SOON FOR US TO PICK A PLAN FOR YOU WOULD YOU LIKE ME TO HAVE ONE OF MY AWESOME AGENTS UM I'M ACTUALLY THEIR MANAGER CALL YOU BEFORE LIKE A LITTLE BIT CLOSER SO IN AUGUST TO GET YOU THAT PLAN SET UP SO YOU CAN HAVE LIKE A FOOD CARD ADDITIONAL BENEFITS AT NO COST AWESOME JUST SO YOU KNOW NOW THAT YOU ARE GETTING MEDICARE YOU'RE GONNA START GETTING A LOT OF CALLS UM LIKE US BUT UM WHAT I DO RECOMMEND IS JUST FINDING AN AGENT AND STICKING WITH THAT AGENT CAUSE UNFORTUNATELY THERE ARE A LOT OF PEOPLE OUT HERE THAT ARE UM NO GOOD SO I CAN GET YOU SET UP WITH A REALLY AWESOME AGENT OF MINE AND THEY CAN CALL YOU AND HELP YOU SET ALL THIS UP OKAY COOL SO THEY'LL BE IN TOUCH IN AUGUST JUST BE LOOKING OUT FOR YOUR PHONE THEY'LL PROBABLY CALL YOU A COUPLE TIMES IF YOU DON'T ANSWER UH WHILE WE ARE WAITING HERE THOUGH MICHAEL BEFORE THAT HAVE YOU WELL THEN IN THAT CASE I'M GONNA SAVE ALL YOUR INFORMATION I'M GONNA HAVE ONE OF MY AWESOME AGENTS CALL YOU WHEN THE TIME COMES UM AND THEY'LL HOOK YOU UP AND GET YOU ALL SET UP FOR YOUR NEW START TO MEDICARE OKAY ALRIGHT BYE-BYE SIR

Original caption

💛 Retention is EVERYTHING you guys Retention means keeping someone on the books longer so you actually get paid for the longevity ✨ Here's one of my favorite little tricks to keep my retention high 👇 I tell them the truth before they even hang up 📞 Other agents are GOING to call them. They're gonna paint a pretty picture and promise them the world 🌎 So I get ahead of it 💅 Something like this: "It was such a pleasure working with you today 🥰 Now just so you know, people are going to be calling you offering you all kinds of pretty things. But remember, we picked THIS plan for you because of XYZ. So if they say something that makes you curious, don't switch on the spot. Just give me a call first so we can make sure it's actually true AND that it still covers everything you told me you needed 💯" That's it 🔑 You just made yourself their trusted advisor instead of one random call in the crowd 👑 Save this one. Your book of business will thank you 📚 #MedicareQueen #TheClosers #WomenInSales #TelesalesTips #retentiontips