Retention Tool Kit

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:

• Illinois   
• Montana  
• Oklahoma  
• Texas  

Renewal Packet Notice

The renewal packet notice helps you understand the resources members eligible for renewal will receive and when they should receive them. In the notice, you can also find examples of the on- and off-exchange packets:

• Illinois  
• Montana  
• New Mexico  
• Oklahoma  
• Texas 

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:

Inglés:

• Illinois  
• Montana 
• New Mexico 
• Oklahoma 
• Texas 

Español:

• Illinois 
• New Mexico 
• Oklahoma 
• Texas