5 Ways You Can Prepare for AEP Now
As a Medicare agent, Annual Enrollment Period (AEP) is often a busy and stressful time, but it’s also a time to really expand your business. While AEP doesn’t kick off until October 15th, the most successful agents are starting to prepare now. With proper preparation and organization, you can provide the best service to your clients and make the most of this important period. We have gathered a list of things you can (and should) do right NOW to prepare you to have your biggest AEP yet.
Review your certifications and training
Before diving into AEP, it’s important to review your certifications and training to ensure that you are up-to-date and qualified to sell Medicare plans. Remember, AHIP will start in June! This will not only make sure that you are compliant with regulations, but it will also give you the confidence and knowledge to provide the best service to your clients. Download our tracker for you to monitor your certifications and make sure you stay on track!
Bookmark and Subscribe to Our Calendar
Staying up-to-date on industry events and training opportunities is crucial for Medicare agents looking to succeed. Our calendar includes information on upcoming webinars, training sessions, and carrier spotlights, as well as details on when we’ll be visiting your area. Whether you’re a seasoned pro or just starting out, our events calendar is a valuable resource that you won’t want to miss.
Prepare Your Marketing Materials
As an agent, you’ll need to have a variety of marketing materials ready to go for AEP. This includes brochures, flyers, business cards, and any other promotional items you plan to use. Make sure your materials are up-to-date and accurately reflect your brand. When utilizing social media and creating marketing materials don’t forget to include any relevant disclaimers on all of your materials. Be mindful as you create marketing materials what needs to be filed with HPMS for approval and what doesn’t. For any marketing material compliance feedback, assistance with filing materials, or content reviews our head of compliance will be able to assist you to make sure you’re ready to go!
Test Lead Sources Now
If you are unsure what lead sources you’d like to utilize to kick off AEP, now is the time to start testing the waters. Lead sources are an essential component of any successful AEP marketing strategy. Testing different lead sources now can help you determine which ones are most effective for your business. Consider trying a mix of online and offline lead generation methods, and remember, just because it did or did not work last year, doesn’t mean it won’t work this year! Keep track of your results and adjust your strategy accordingly to maximize your return on investment. By testing lead sources now, you’ll have a better idea of what works and what doesn’t before the AEP starts, giving you a competitive advantage over other agents in your area.
Have Your Technology Ready to Go
Having your technology ready to go before AEP starts is essential for a successful enrollment season. Online quoting tools allow you to quickly provide accurate pricing information to your clients, while electronic enrollment forms simplify the enrollment process and reduce the risk of errors. Virtual appointments can also be a valuable tool for meeting with clients remotely. Make sure that your technology is up-to-date and that you are familiar with the tools you’ll be using before the AEP starts. This will help you save time and avoid technical difficulties that could lead to missed sales opportunities. By being prepared with the right technology, you’ll be able to provide a seamless and efficient enrollment experience for your clients, which can help build trust and increase your sales.
Get AEP Ready with NCC
While AEP can feel overwhelming, you’re not in this alone. That’s why you chose to work with NCC! We have a team ready for you for each step of the way. Training is ready to help you feel confident in your sales presentations and Enrollment Central 2.0. Marketing is here to make sure you’re comfortable with your branding and guide you on how to promote your business. Compliance gives you peace of mind with your marketing materials. Sales Support is there to guide you with everything else in between! If you have questions, need feedback, or just want to make a game plan, reach out today each out today it’s what we do!
