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.
Speak with a Medicare Advocate
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.
Recommended Articles
Plan G vs. Plan N
Jan 28, 2022
2024 Fair Square NPS Report
Mar 19, 2025
Can I Laminate My Medicare Card?
Dec 22, 2022
Does Medicare Cover Ofev?
Dec 2, 2022
Does Medicare Cover Hepatitis C Treatment?
Nov 22, 2022
Does Medicare Cover Iovera Treatment?
Jan 11, 2023
Is Displacement Affecting Your Medicare Coverage?
Oct 6, 2022
Finding the Best Dental Plans for Seniors
Jan 4, 2023
How Does the End of the COVID-19 Public Health Emergency Affect Your Medicare?
Mar 3, 2023
What Happens to Unused Medicare Set-Aside Funds?
Jan 20, 2023
Do You Need Medigap if You're Eligible for Both Medicare and Medicaid?
Jan 7, 2023
Does Medicare Cover Xiafaxan?
Jan 19, 2023
How to Deduct Medicare Expenses from Your Taxes
Dec 28, 2022
Does Medicare Cover Macular Degeneration?
Nov 30, 2022
Do Medicare Supplement Plans Cover Dental and Vision?
Dec 8, 2022
Does Medicare Cover the Urolift Procedure?
Dec 6, 2022
Does Medicare Cover Cartiva Implants?
Nov 29, 2022
Can I Change Medicare Advantage Plans Any Time? | Medicare Plans
Sep 19, 2022
More of our articles
13 Best Ways for Seniors to Stay Active in Philadelphia
14 Best Ways for Seniors to Stay Active in Washington, D.C.
14 Best Ways to Stay Active in Charlotte
20 Questions to Ask Your Medicare Agent
Are Medicare Advantage Plans Bad?
Can Doctors Choose Not to Accept Medicare?
Can I Have Two Primary Care Physicians?
Can I switch From Medicare Advantage to Medigap?
Comparing All Medigap Plans | Chart Updated for 2025
Do I Need to Renew My Medicare?
Do You Need Books on Medicare?
Does Medicare Cover an FMT?
Does Medicare Cover Bladder Sling Surgery?
Does Medicare Cover Cala Trio?
Does Medicare Cover Cardiac Ablation?
Does Medicare Cover Cervical Disc Replacement?
Does Medicare Cover Compounded Medications?
Does Medicare cover Deviated Septum Surgery?
Does Medicare Cover Disposable Underwear?
Does Medicare Cover Hearing Aids?
Does Medicare Cover Hypnotherapy?
Does Medicare Cover Kyphoplasty?
Does Medicare Cover Lipoma Removal?
Does Medicare Cover Mental Health?
Does Medicare Cover Nuedexta?
Does Medicare Cover Oxybutynin?
Does Medicare Cover Physicals & Blood Work?
Does Medicare Cover Piqray?
Does Medicare Cover Robotic Surgery?
Does Medicare Cover Scleral Lenses?
Does Medicare Cover SIBO Testing?
Does Medicare Cover Stair Lifts?
Does Medicare Cover the WATCHMAN Procedure?
Does Medicare Cover Urodynamic Testing?
Does Medicare Cover Vitamins?
Does Medicare Cover Wart Removal?
Does Medicare Cover Zilretta?
Does Medicare pay for Opdivo?
Does Retiring at Age 62 Make Me Eligible for Medicare?
Estimating Prescription Drug Costs
Fair Square Client Newsletter: AEP Edition
Finding the Best Vision Plans for Seniors
Gap Health Insurance: The Secret Sidekick to Your High-Deductible Plan
Health Savings Accounts (HSAs) and Medicare
How Does Medicare Cover Colonoscopies?
How Much Does Medicare Cost?
How to Compare Medigap Plans in 2025
How Your Employer Insurance and Medicare Work Together
Is Botox Covered by Medicare?
Is Fair Square Medicare Legitimate?
Is Vitrectomy Surgery Covered by Medicare?
Medicare & Ozempic
Medicare 101
Medicare Advantage Plans for Disabled People Under 65
Medicare Guaranteed Issue Rights by State
Medicare Savings Programs in Kansas
Medicare Supplement Plans for Low-Income Seniors
Medigap Plan N vs. Plan G — Which One Fits You in 2025?
Should You Work With A Remote Medicare Agent?
The Easiest Call You'll Ever Make
The Fair Square Bulletin: October 2023
Turning 65 and Thinking of Keeping COBRA? Here’s Why It Usually Backfires
What Are Medicare Part B Excess Charges?
What Is a Medicare Advantage POS Plan?
What is a Medicare Beneficiary Ombudsman?
What Is a Medicare Supplement SELECT Plan?
What Is Medical Underwriting for Medigap?
What is the Medicare ICEP?
What People Don't Realize About Medicare
What To Do If Your Medicare Advantage Plan Is Discontinued
What to Do When Your Doctor Leaves Your Network
What You Need to Know About Creditable Coverage
Get the Fair Square Bulletin
Medicare savings tips, helpful guides, and more.
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
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.
MULTIPLAN_FairSquareMedicare_01062022_M
Fair Square Medicare
