The Medicare Annual Enrollment Period (AEP) is coming. Are you ready?Julie Brooks
When it comes to a smooth and successful Medicare season, preparation is key. Taking the time to get things in order now will save you a headache when you are busy with AEP. Take the following steps to get ahead, stay organized, and execute business efficiently.
- Develop a timeline plan
- AEP is October 15th – December 7th
- Create Calendly account for appointment setting
- Prepare contact lists
- Prepare to do business virtually or in-person
GET CERTIFIED, CONTRACTED, APPOINTED, and COMPLETE PRODUCT TRAINING
If not already completed, please contact Insurance Advisors ASAP.
REVIEW TOOLS AND RESROUCES
- Sunfire Matrix
REVIEW YOUR MEDICARE BOOK OF BUSINESS
AEP is the only opportunity many of your clients will have to change their plans for the oncoming year unless they qualify for SEP. Make sure you are prepared to discuss any changes in their health needs and the options available.
Part of preparing your business for AEP is also preparing your clients and prospects. Sending out reminders of important deadlines, changes, and the services you offer are great ways to keep your business on the right track.
Consider sending out the following:
- Awareness Campaign
- Client Pre-AP letter
- Prospect Pre-AP letter
- T65 Mailer
Taking the time to plan ahead will make the difference you need to have a successful and stress free Medicare season. If you need assistance with sales or marketing, reach out today.