Medicare Supplement post-sale follow-up
When you enroll a Medicare Supplement client, Client Streamline follows up with them for you — the same steady, reassuring rhythm as the Advantage sequence, running on its own.
The sequence
Section titled “The sequence”Once the sale is logged, your client receives three touches:
| When | Message |
|---|---|
| The day after the sale | A thank-you |
| 2 weeks after the sale | A check-in — did your policy materials arrive? |
| 1 month after the effective date | A follow-up — is everything going well, and a reminder you’re here if they need anything |
Why it’s separate from Advantage
Section titled “Why it’s separate from Advantage”Advantage and Supplement clients have different questions in their first weeks — a Supplement member is thinking about how their coverage pairs with Original Medicare, not about a plan network. Keeping the two sequences separate lets each message speak to what that client actually cares about.
What you need to do
Section titled “What you need to do”Make the sale, mark it in your pipeline, and the follow-up begins. Everything sent is logged on the client’s record in Conversations.