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Every year, your policyholders are shopping around in search of a better plan

 

What if you could identify them before they switch and retain them? 

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How Can You Retain More Policyholders? 

We track over 10M consumers shopping for new plans, matching them against your customer database in real-time to spot those at risk of switching. These at-risk customers are routed directly to your retention team, who can proactively retain them with personalized outreach

Medicare policyholder retention calculator

Your current active policy holders

Your savings estimate

At-Risk Policyholders Identified (15%) ? 15% is the average number of policyholders we have identified for other customers.

Policyholders Retained (40%) ? Number of policyholders found shopping around, that our customers were able to retain.

Potential yearly revenue retained *

Your estimated yearly revenue retention is calculated as: Policyholders x 15% Identified At-Risk* x 40% retained* x $300 Renewal Commission. (* Industry averages)

See PX in Action: How Our Retention Campaigns Work

✅ Easy and quick setup, with most of the heavy lifting done by the PX team

✅ Effortless integration with your existing marketing tech stack

✅ Supported by Medicare experts to ensure maximum retention success

 

Companies retaining customers with PX
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15% is shopping around

Yearly, around 15% of your policyholders explore Medicare plans through our marketplace.

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Route to Retention Team

These 'shoppers' can be routed to your retention department.

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Retain 40%

We expect you to be able to retain 40% of the policyholders we identified as at-risk of switching

 

 

Read here how Carida Insurance successfully identified 11% of their customers shopping around on the PX marketplace last AEP and retained 50% of them! Discover the strategy that's driving real results.

 

Join other leading Medicare providers who trust PX to retain their policyholders and grow their business.