Congratulations, you’ve survived the AEP like a boss! Now that you can take a breather, do so, but don’t hit pause for too long! Post-AEP is an important time to make sure that you’re on the right track for next year.
During this time, you should begin organizing all of your new enrollments from the AEP, just to make sure that all of the paperwork and information are correct. Doing this will also give you a better understanding of your clients and their needs, so you can better help them throughout the year. But even after you’ve done all this, your post-AEP work isn’t done! There are a few more things you still need to think about as we head into the new year.
1. Track the New Business You Acquired During the AEP
After taking the time to organize all of your new and existing clients, the next step is to track the business that you picked up during the AEP. This might be easier than you think: carriers will allow you to track your business online. But this is also why it’s important to invest in a CRM, which will allow you to double-check all of the information on a carrier’s site, and make sure that there are no missing enrollments or information.
January can be a busy time for your commission payouts. So once you’ve completed all of your AEP sales, use a tracker to compare paid policies and make sure that you are not missing any commissions. And if you are, make sure to contact the necessary carriers so that you can get your commission, as well as find out why it was overlooked and how you can fix the problem going forward.
3. Set Goals for the New Year
Now that you are done signing on new clients, you have to take the time to set goals for the new year, including planning for slow seasons like the time right after the AEP. Think about your plan of attack for slower times of the year, including taking time to work renewals and touch base with current clients to make sure they are happy, and do not need to make any changes to their plans.
4. Consider Technology That Will Make Things Easier
Look over your current CRM and make sure that it’s meeting your needs. You might even want to consider taking on some new technology to help you better prepare and plan throughout the year, such as Calendly for online scheduling, and a receipt app that will help track tax-deductible expenses.
5. Learn About New Products
When the AEP was underway, you were most likely focused on making as many sales and getting as many new clients as possible. During this time you might have overlooked any new products or changes that were introduced, and that you should learn about. Now that the AEP is over, it’s the perfect time to learn about new products in order to expand your portfolio.
Finally, one of the most important things you need to be doing all year round is finding and nurturing leads. And Benepath can help with that!
When you work with Benepath, receiving reliable, exclusive leads is the easy part. We provide you with real-time leads through a secured process and give you a customized thank you page so your leads will be ready for your call. This thank you page assures leads that they won’t be bounced around between agents, and gives them a feeling of connection with you right from the start. We offer the leads, and, while it is up to you to properly nurture the leads, we are behind you every step of the way. You’ll find, though, that our leads don’t need much nurturing because they are ready to speak with you and buy your product! To get more information, fill out the form below or call 866-368-0377.
