Existing client service
Keep the current plan unless a better fit is identified.
Use this route for renewal reviews, doctor or prescription changes, household changes, income changes, upcoming procedures, billing issues, ID cards, or a general annual check. This is classified separately from a net-new sales lead when appropriate.
What to include
Current plan or carrier, coverage type, renewal or review reason, doctor changes, prescription changes, household changes, income changes, procedures, or billing issue.
Service-first
Current-client requests are not automatically newsletter signups and are not written as if a new purchase happened.