Even though we essentially try to treat the entire year with as much enthusiasm as the Annual Enrollment Period, the fact is, AEP is an ultra-accelerated version of the rest of the year. It’s during this short window of seven weeks that your clients can make practically any change they may be eligible for, and you can make incredible sales in a condensed amount of time. To make sure you and your clients get the most out of that time of year, it’s important you’re fully prepared and have a game plan set in place so you can tackle AEP like a champ.
First things first – Have you completed the following checklist?
-Completed AHIP training?
-Completed all certifications?
-Completed all necessary product training?
-Ordered all materials, supplies, applications, etc.?
-Reviewed any new compliance changes?
-Reviewed any changes within your territory?
Now that you’ve completed all the requirements, you’re ready to go! Next, you can begin working on a plan for whom you’re going to reach out to and where you’re going to work.
The easiest way to start is with your existing book of clients that already know you. By making them your priority at the very beginning of AEP, you’re maintaining an already active relationship that reassures the client they come first. This can encourage them to come back to you in the future and may allow you to swiftly beat any other agents in the area competing for that business.
If you want to find new clients in your current area or in a new territory you can always use Kingdom’s no-cost leads plus you can implement a variety of grassroots marketing such as:
-Social Media Advertising
-Visit Senior Centers or Food Banks
-Visit Church and Ministry groups
-Partner with pharmacies, doctors, and hospital systems
Make sure you organize your time on the road when reaching out to clients in new areas, so you manage your valuable time as efficiently as possible.
Lastly, consider setting goals for yourself to stay on track. Set goals for the number of appointments you set up and the number of policies you want to sell, then monitor them daily to better understand exactly what you need to do next to reach a predetermined goal. You can use this data for AEP in the future too!
By staying organized and making sure you’re prepared, you’re sure to kick off great commissions and a successful AEP. Good luck out there!
