Keep Clients Engaged, Build Loyalty, and Grow Your Business
Medicare OS helps you strengthen client relationships, enhance retention, and maximize lifetime value with tools that make client engagement seamless and effective.
Loyal Clients Are the Foundation of Long-Term Growth
Retaining clients is more cost-effective than acquiring new ones, and in the Medicare industry, strong relationships are critical. From annual plan changes to renewals and ongoing client needs, retention tools help you:
Enhance Client Loyalty
Build trust and stay connected with timely, valuable communication.
Increase Lifetime Value
Educate and cross-sell to existing clients, maximizing opportunities.
Save Time and Stay Personal
Automate your engagement processes while maintaining a personal touch.
With Medicare OS, you can create meaningful relationships that drive repeat business and referrals, helping your agency grow sustainably.
Retention Tools to Keep Clients Coming Back
These tools are designed to help you engage, educate, and retain clients while making your processes more efficient.
AI-Powered Email Nurture Sequence
Stay top-of-mind with prospects and clients through automated, Medicare-specific email campaigns.
Benefits:
- Automate follow-ups, educational series, and reminders
- Keep clients engaged with personalized, compliant communication
- Reduce manual effort while building trust over time
Real-Time Retention Messaging (SMS + Email)
Communicate with your clients when it matters most to ensure they feel valued and supported.
Benefits:
- Send timely updates, reminders, and personalized messages
- Re-engage inactive clients or those nearing decision points
- Combine SMS and email for fast, flexible outreach
Automated Webinars for Client Retention and Cross-Selling
Educate clients on Medicare changes and introduce new offerings through automated webinars.
Benefits:
- Save time by educating groups of clients instead of individuals
- Keep clients informed on annual Medicare updates, renewals, and cross-selling opportunities
- Reinforce your role as a trusted expert in the Medicare space
Intake Hub for Annual Reviews
Streamline your annual review process to strengthen client relationships and maintain compliance.
Benefits:
- Easily collect updated client information, such as plan preferences and provider details
- Ensure clients are prepared for annual enrollment periods with pre-filled forms
- Create a smoother review process that enhances client satisfaction
Enhanced Referral System
Turn your satisfied clients into your most powerful advocates with a simple, CMS-compliant referral system.
Benefits:
- Make referrals easy with a streamlined form for clients to share your information
- Automate thank-you emails to referrers, ensuring they feel valued
- Stay compliant by focusing on client-driven referrals, not unsolicited outreach
See How These Tools Are Transforming Agent Retention
Kevin Dorr
Mapping Medicare
A guy recently called me after Googling 'Medicare broker near me,' and my website popped up first! He and his wife are meeting with me this week, and without any prompting, he told me he liked my website and found it easy to read and understand. I’ve also had other prospects mention they really like the updates I’ve made to the site. I love having a link I can send to clients, making it easier for them to leave a review. Thank you, Keywave Digital!
Delma Badillo
Midwest Medicare Solutions
Appreciate all the support and huge kudos to your support team! The turnaround time was impressive.
Engage, Retain, and Build Lasting Relationships
Your clients are the cornerstone of your business. With tools designed to keep them engaged, informed, and loyal, Medicare OS makes it easy to create meaningful, long-term relationships that drive your success.
