The Welcome Text: Retention Starts Day One
One message after every close: policy info, next steps, and one number to call.
Informed clients call less, stay longer, and refer more. The day a deal closes, my clients get their policy information in writing — carrier, plan, how to use it, and my number.
The Welcome Moment
- A personal text from my business line right after enrollment: what they bought, what happens next, where their ID card comes from.
- Payment questions go straight to the carrier (Golden Rule: 1-800-657-8205) — clients update payment with the carrier directly, and I tell them that up front.
- Self-enrollments through my link get the same-day review too — I check for the wrong plan and documents due before they become cancellations.
Why It’s A 2027 Play
With CMS verifying more and cancelling faster, a client who understands their plan answers verification requests instead of ignoring them. Retention is the cheapest growth there is — and it compounds.
Questions about the 2027 rules?
Step 1: run the 60-second subsidy calculator first — see your likely lane, then come back and enroll.
I’m Christopher Horne, a licensed broker in FL, TX, AZ, OH, MI, IA, NC, OK, MO, SC, and TN. Agents: text me and compare notes before Open Enrollment. Clients: enroll through my link and I’m still your agent of record.
Enroll Online →Or book a free call / text 954-787-9118. Rules summarized here are general guidance, not legal advice — always confirm in official CMS and carrier sources.