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Chapter 04: Insurance

Lesson 03 of 03

How to Convert an Insured Patient to Your Membership Program

The conversation for patients whose coverage is poor, ending, or about to change.

The lesson

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Patients who max out their annual benefit every year, patients on plans with heavy downgrades and waiting periods, and patients approaching retirement or a job change.

Key takeaways

  • Focus on maxed-out, downgraded and soon-to-lapse patients.
  • Compare premium paid versus benefit received.
  • Reach out before coverage ends.
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