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Sales Kit for Producers

Renewals and Retention

Access the tools, talking points, and resources that help you keep your individual and family book of business.

Man smilng in a professional setting.

Renewal Letters

The pre-renewal letter is a letter you can share with your clients. It helps them understand the benefits of staying with their current coverage:

English pre-renewal letter:

Spanish pre-renewal letter:

Renewal Packets

The renewal packet notice includes information about packet availability, how your clients can access their packets, and how you can review them in the Producer Experience Portal.

Talking Points for Producers

The pre-coverage talking points help you, as a producer, understand the next steps, timeline and important information a member should know after they apply but before coverage begins:

English:

Spanish:

Last Updated: Nov. 05, 2026