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Sales & Support

Retention Tool Kit

Find helpful links and talking points to facilitating member renewals.

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Renewal Materials

Pre-Renewal Letter

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 Packet Notice

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.

Pre-Coverage 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: