The Annual Enrollment Period (AEP) can make or break your year. Imagine this: you have a 53-day window to make the bulk of your sales for the year. During this relatively short time frame between October 15th and December 7th, you can exponentially grow your book of business... or you can lose a bunch of sleep and wake up in January not sure what happened.
As a Medicare agent, the challenges you face during AEP may seem overwhelming. The competition becomes more fierce every year as captive insurers bolster their call centers and insurtech companies find new ways to attract your clients.
We’ve all heard the old adage “work smarter, not harder.” This is the drum beat that propels AgentMethods and guided them to create the AEP Sales Playbook. Inside you will find 6 plays you can put in place this AEP to be more efficient, competitive, and most importantly – profitable!
*“Not affiliated with the U. S. government or federal Medicare program.This website is designed to provide general information on Insurance products, including Annuities. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that PSMBrokerage, its affiliated companies, and their representatives and employees do not give legal or tax advice. Encourage your clients to consult their tax advisor or attorney.