Annual review campaign
Also called: annual policy review, client review campaign
An annual review campaign invites every client to a yearly check of their coverage, booked ahead of time instead of when a problem comes up.
For Medicare clients, the review naturally sits before and during AEP. For life and annuity clients it can follow the policy anniversary or a birthday.
A review is also the best moment for two other conversations: whether the client has gaps in coverage, and whether they know someone the agency could help.
Clients who are reviewed every year are less likely to be picked off by another agent.
"The annual review campaign books every Medicare client before AEP, and life clients around their policy anniversary."
How do I book annual reviews with insurance clients?
Invite clients ahead of time with a booking link, time Medicare reviews before and during AEP and life or annuity reviews around policy anniversaries, and send reminders until they book.
Related terms
On RevEngine: Churn signals