This is the final stretch of AEP — three weeks left. This is when strategic actions drive your AEP success.
Here’s how to finish strong.
Double Down on Your Existing Clients
Don’t slow down yet. Now is the time to follow up with hesitant clients.
Run a report in your CRM of all leads marked as “follow-up” or “pending.” Spend an hour each morning calling or texting those names.
These people already trust you, so they just need a gentle nudge to finalize things before the deadline.
Make Sure Your Clients Are Locked In Correctly
You don’t want to find out in January that someone’s application didn’t process or a plan change didn’t go through. Quickly check recent enrollments to confirm plans, especially across platforms.
If you have clients with higher cost shares or premiums that may be above ideal, a follow-up may be wise to present an additional option to address their concerns. You want to begin this conversation with them before January’s Medicare Advantage Open Enrollment Period, when they can switch plans if they’re unhappy with their current coverage.
Five minutes now, or on December 8 or laterDecember 8er, can prevent headaches in January.
Stay Visible, Even If You’re Tired
It’s tempting to go quiet when you’re busy, but these last three weeks are when visibility makes a real impact. Your posts, emails, and reminders can grab the attention of last-minute shoppers or clients who discover their neighbor switched plans.
Post a friendly reminder on social media:
“Only 3 weeks left in AEP (ends December 7th)! If yDecember 7comparing plans or need help reviewing your options, don’t wait and reach out today.”
Keep it conversational and authentic to encourage your audience to reach out to you directly via a direct message, call, or email when they’re ready. Engagement often starts with a direct message from your post.
Prioritize Efficiency Over Everything Else
Now’s not the time to reinvent your process or start new campaigns. Focus on throughput and on helping as many clients as cleanly and compliantly as possible.
Group appointments by plan type or geography. Use templates for confirmations and automate non-personal tasks.
Don’t Forget About Referrals
You’ve spent weeks and months helping clients navigate their options. Many are thrilled with your service, but they won’t think to tell others unless you ask. At the end of each appointment, say something simple, like, “If you have any friends or family still deciding before the December 7th deadliDecember 7appy to help them too.”
Make it easy for clients to refer others, and let them know you appreciate any introductions to friends or family who are still considering their options.
Keep Your Energy Up
You can’t pour from an empty cup, and burnout now could cost you deals. Take short breaks, eat well, and rest to stay focused and provide top service.
Plan Your Post-AEP Follow-Up
Once the dust settles, stay engaged. January is when retention and referrals take root.
After AEP, send thank-yous or a quick “Thanks for trusting me — I’ll check in later.” With three weeks to go, stay focused on serving your clients, following up swiftly, and maintaining your visibility.
Agents who finish strong prioritize smart actions over sheer effort. You’re almost at the finish line.
The Agility Advantage
Agility delivers insights to help you stay ahead in the evolving Medicare market, offering regional market support and dedicated resources for agents. Here is how we help:
- Dedicated Producer Support at (866) 590-9771 or support@enrollinsurance.com to answer any insurance questions and direct you to our Medicare, ACA, and ancillary experts. They can also add you to our weekly email list for tips and updates.
Let Agility help you grow and adapt this AEP.
