2: AEP Campaign

• 3 emails total
• 1 survey sequence
• 2 standalone emails

Subject line: How’s it going with your Medicare plan?

Hi <client name>,

It’s <agent name>, and I wanted to check in to see if there is anything you want to discuss about your current Medicare plan?

My goal is to make sure you have the best possible coverage for your healthcare needs.

Click below to let me know how you’re feeling about your current plan, so that I can make sure you’re making the most out of your coverage.

<Button: Click Here>

<Agent contact info>

<link to calendar if non-null> Schedule time with me here

Subject line: It’s time to review your Medicare coverage

Hi <client name>,

As you know, your healthcare is my top concern.

My job is to make sure you get the best of the best when it comes to Medicare coverage. Can you please take a few minutes to update all of your information, including any new prescriptions and providers?

As always, feel free to reach out to me directly with any questions about your current plan.

<Button: Click Here>

<Agent contact info>

<link to calendar if non-null> Schedule time with me here

Subject line: Are your prescriptions and doctors up to date?

Hi <client name>,

It’s time to update your prescription and provider info for your 2024 Medicare coverage. This year’s Annual Enrollment Period (AEP) is here, which means your coverage should automatically renew soon. Now is the time for us to connect to make sure that all your info is updated and that you’re making the most out of your plan.

The next step for you is to click below to take a quick survey to let me know how you’re feeling about your current plan.

And as always, I’m only a phone call away if you’d like to connect directly.

<Button: Click Here>

<Agent contact info>

<link to calendar if non-null> Schedule time with me here

This year we will be sending an email Drip Campaign to your prospects to help you set appointment. Learn more at the link below: