Client appreciation and seminar events
Also called: client appreciation event, Medicare seminar, educational seminar, lunch and learn
Client appreciation events and seminars are in-person or online gatherings an agency hosts to thank clients, educate prospects and start conversations that lead to appointments.
Events work best as a campaign rather than a one-off: invitations, reminders, attendance tracking, and follow-up afterwards for everyone who came or signed up.
For Medicare, CMS treats educational events and marketing events differently, with stricter limits on what can be discussed at educational events. Agencies should plan each event's format around the current rules.
An event with no follow-up is just a lunch. The appointments come from what happens in the week after.
"Everyone who signed up for the client appreciation lunch gets a follow-up call within the week."
How should insurance agents follow up after a seminar or client event?
Treat it as a campaign: confirm attendance, thank attendees within a day or two, and offer a next step such as a review. For Medicare events, follow CMS rules for educational and marketing events. General information, not legal advice.
General information, not legal advice. Rules change; check current CMS, FCC and carrier guidance.