National Call Spotlight: AEP Preparation
AEP is here, and the preparation you do now can make a big difference in how you navigate the weeks ahead.
This month’s national call focused on getting ready for AEP and making sure you have the right pieces in place before the season gets busy. Take a few minutes to ask yourself:
Do you have your strategy together?
Do you know where you’re focusing your time and how you plan to work your market?
Have you reached out to your current clients?
Send letters/postcards to show your clients you’re available and ready to help them navigate changes for the upcoming plan year.
Do you have your sales kits and materials prepared?
Get organized now so you’re ready when the calls, appointments, and opportunities start coming in.
Are you aware of plan exits and flips in your area?
Know what’s changing in your market so you can be prepared for the conversations your clients will have.
Have you turned your leads back on?
AEP brings increased activity and new opportunities. Make sure you’re positioned to capture them.
Do you have your personal affairs in order?
AEP can be a demanding season. Take care of the things you can now so you can stay focused and maximize the opportunities ahead.
AEP moves quickly. The more prepared you are going in, the more time you can spend doing what matters most—serving your clients and growing your business.If you need help getting ready, reach out to your DSM or RD. We’re here to support you throughout AEP.