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Maintain Momentum and Continue Growing After AEP

Posted by www.psmbrokerage.com Admin on Thu, Dec 07, 2023 @ 10:18 AM

After AEP

After the Annual Enrollment Period (AEP), there are several effective sales strategies you can employ to maintain momentum and continue growing your business:

Follow-Up with Prospects and Clients: Reach out to those who didn't make a decision during AEP. They might be more receptive now that the rush has subsided.

Review and Cross-Sell: Analyze your current client base for cross-selling opportunities. Offer complementary products like life insurance, dental, vision & hearing plans, or discuss long-term care insurance.

Educational Workshops and Seminars: Host events focused on educating seniors about health and wellness, financial planning, or other relevant topics. This can position you as a trusted advisor.

Referral Programs: Encourage satisfied clients to refer friends or family members. Offer incentives for referrals that lead to new business.

image-png-Sep-28-2023-09-51-59-7509-PMCommunity Involvement: Get involved in local senior communities or centers. Sponsor events or volunteer, which can help build recognition and trust.

Digital Marketing: Utilize email campaigns, social media, and a robust website to keep your audience engaged and informed about their options outside of AEP.

Personalized Communications: Send out personalized birthday cards, holiday greetings, or newsletters to stay in touch with clients and prospects.

Client Reviews and Feedback: Schedule reviews with existing clients to discuss their current plans and any changes in their needs or circumstances.

Networking: Attend industry events, join local business groups, or collaborate with other professionals (like financial planners or healthcare providers) to expand your network.

Health and Wellness Programs: Partner with local gyms, nutritionists, or health coaches to offer wellness programs, adding value to your clients’ lives beyond insurance products.

Voya AnNUITIESBy focusing on these strategies, you can effectively engage with your clients and prospects, ensuring a steady business flow even outside of the high-intensity AEP window.

Additional Resources:

Guide to Understanding Medicare Advantage & Medicare Drug Plan Enrollment Periods.

You can download the guide here.

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