2024 Fair Square Client Retention and Satisfaction Report
By Daniel Petkevich
Mar 4, 2025
Today, I am proud to publish Fair Square client retention numbers for the last five years. To my knowledge, we are the first brokerage to do this.
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Client retention is the one metric all brokerages should be judged by. A good broker supports their client at enrollment, through the year, and through AEP, over and over again. Retention captures the quality of all these interactions. Clients will stay with brokers who do the above well and they'll leave brokers who don't.
As a benchmark, many large call centers have annual retention of 50%-60%. This is a service level that I wouldn't want anyone in my family to experience. Many local brokers have 85%-90% retention. This is fantastic, but local brokers can't work that many people.
I am pleased that Fair Square's data shows annual retention of close to 90% for our entire book, and close to 95% for the Medicare Supplement portion of our book. We work with about 15,000 clients.
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Virgil Insurance Agency, LLC (DBA Fair Square Medicare) and www.fairsquaremedicare.com are privately owned and operated by Help Button Inc. Medicare supplement insurance plans are not connected with or endorsed by the U.S. government or the federal Medicare program. This is a solicitation of insurance. A licensed agent/producer may contact you. Medicare Supplement insurance is available to those age 65 and older enrolled in Medicare Parts A and B and, in some states, to those under age 65 eligible for Medicare due to disability or End-Stage Renal disease. Virgil Insurance Agency is a licensed and certified representative of Medicare Advantage HMO, HMO SNP, PPO, PPO SNP and PFFS organizations and stand-alone PDP prescription drug plans. Each of the organizations we represent has a Medicare contract. Enrollment in any plan depends on contract renewal. The plans we represent do not discriminate on the basis of race, color, national origin, age, disability, or sex. Plan availability varies by region and state. For a complete list of available plans please contact 1-800-MEDICARE (TTY users should call 1-877-486-2048), 24 hours a day/7 days a week or consult www.medicare.gov. © 2025 Help Button Inc
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