Reach out to clients you haven’t spoken to in a while.

The new year is an ideal time to re-engage with clients. A simple check-in can strengthen relationships, uncover new opportunities, and show your clients that you care about their needs year-round.

• Prioritize Isolated, Lonely Clients: Isolation and extreme loneliness are growing problems for older adults. A simple check-in from you can have a profound impact.
• Use a Script: Prepare a friendly, conversational script to make calls easy and consistent.
• Offer Value: Share a useful tip, like an update on Medicare changes, to make the interaction meaningful.

Research Spotlight:

According to Bain & Company, increasing client retention by 5% can boost profits by up to 95%. Regular touchpoints help ensure your clients stay loyal and engaged.

Today's Task:

Call at least 3 clients you haven’t connected with in a long time.

Related Resources:

• 5 Simple Ways to Support Isolated, Lonely Clients
• How Insurance Agents Can Get Out of the Dreaded January Sales Slump
• A Summertime Pep Talk on Calling Your Client Base