Looking for something?

5 Tips for Agents to Prepare for the Medicare AEP

Investing your time and energy into selling Medicare products is worth it for new agents or agents looking to expand their product portfolios. But it is exactly that: an investment. And now that the Medicare AEP is approaching, you’ll be heading into one of the most stressful times of the year, because these 8 weeks will be spent nonstop both servicing your current clients and helping new ones. But as overwhelming as this time can feel, it’s a huge opportunity for Medicare agents to make more commissions. So, as we approach the AEP, follow these tips to help you organize and prepare, so you can provide the best service possible and lighten your load. 

1. Personalize Your Approach person in a suit with hands around a person

There’s nothing wrong with having a big client list – after all, that’s most agents’ goal! But don’t let your desire to acquire new customers and grow your book get in the way of offering personalized service. As the AEP approaches, make a conscious effort to remind your existing customers that you are personally available to each of them. Whether you have 50 clients or 500, there are ways of personalizing your approach more, like:

  • Using your customer’s name in all correspondences
  • Knowing their history
  • Sending them personalized messages
  • Rewarding loyal customers
  • Personalizing your website
  • Humanizing your brand by connecting and sympathizing with customers and their needs.

2. Hire Help

If you’re finding it too overwhelming to keep up with your large client base during the AEP, don’t be afraid to seek out some help. You can hire seasonal help for just the AEP, who can do some of the grunt work by making comparisons, calling clients, gathering information needed to run a comparison, and more.

3. Use a CRM

A CRM is a great way to easily keep information about your clients at your fingertips. CRMs can be very handy because, for example, you can easily run a report to single out clients whose plans are going to change this fall. You can then speak to them about the changes and begin searching for different options for them.

4. Create an Online Scheduling System laptop with a schedule on it

Try giving your clients the chance to schedule their appointment with you online. This way they’ll be able to find the best available time for them, and won’t have to be bombarded by calls from you suggesting dates (so you’ll save time, as well). You can integrate an online scheduling system with your calendar to make sure that you’re available at the list of times. For this, consider using scheduling apps like Calendly and Acuity.

5. Use Pre-Made Marketing Materials

If you’d like to ramp up your marketing as the AEP approaches, but aren’t sure where to start, or if you don’t have a lot of extra money, try heading online and checking out some pre-made marketing materials, as well as guidance on how to incorporate this type of marketing into your strategy. There are marketing kits and templates available that you can use to save time and money while getting your name out there. 

Looking For Leads?

The Medicare AEP is a busy time for a lot of agents who sell Medicare products, but if you’re still looking to build your client list, come to Benepath! Working with Benepath means you’ll be able to free up more of your time and increase your sales. We offer you real-time exclusive leads who are warmed up and ready to purchase an insurance plan. You just have to provide us with the days and times that you’re available so that we can send you live transfer calls during your specific hours. 

In short, we do all the work for you, finding you pre-qualified leads and simply passing them off to you to make the sale. Benepath will provide you with better tools, more guidance, unsurpassed sales training, and techniques from the most successful agents and trainers in the industry, not to mention the best leads available! To get more information, fill out the form below or call 866-368-0377.

About The Author: Cassandra Love

Follow us for more: