As we approach this year’s Medicare Annual Enrollment Period (AEP), we want to ensure you are fully prepared to help you serve your clients effectively and grow your business. Thanks to our partnership with Integrity, we are able to keep you informed with the latest news and updates. We will relay pertinent information to you prior to and throughout the AEP, so be on the lookout for our emails!
Here are some key areas to focus on as you prepare for AEP 2025:
Automations & Efficiencies
- Integrity Technology Suite – Leverage the full capabilities of our technology suite to streamline your operations. Be sure to become acquainted with MedicareCENTER prior to this AEP for your quoting and enrollments.
- PlanEnroll –Each agent has access to their own PlanEnroll website. Use your PAW (Personal Agent Website) link to send to your clients to gather their doctors’ and prescription information prior to AEP. You can now get a signed SOA through PlanEnroll Client Sync. We will send a detailed email about this feature next week!
- CallFire – Agents can utilize CallFire to reach their entire book of business via a pre-recorded voice broadcast or text. This works great for when you have important reminders or bits of information you need to get out to clients quickly.
- Calendly – Use Calendly to schedule appointments easily and avoid back-and-forth emails. Print your QR code on materials for easy scheduling, and provide your Calendly link in any electronic communications you send. Free plans are available for basic scheduling features.
Client Retention
- August Touch Point –Reach out to your clients in August to touch base and remind them of the upcoming AEP and their ANOC letter, which should arrive in their mailbox in September. Remind them to watch out for scammers in the upcoming months and to discuss plan changes with you only. You can do this via phone call, e-blast, or newsletter.
- Annual Notice of Change (ANOC) Letter – For those with over 300 clients, consider hosting in-person meetings to discuss plan changes. Be sure to look out for our emails this month, prompting you to let us know how you want your clients to contact you this AEP!
- Phone Etiquette – Attempt to answer every call you receive, but make sure you have a proper voicemail recording set up with plenty of space in your inbox. Try to call anyone you missed back within 24 hours. Save your clients’ contact information on your phone so you’ll be better prepared to answer their calls.
Prospecting
- Integrity’s LeadCENTER – Check out your area’s heatmap and purchase data leads during AEP. If you prefer warm transfer calls, set up a Real-Time Call Campaign within your account. We frequently post promo codes on our social media accounts and email out each month’s LeadCENTER discount codes!
- Seminar Prospect Lists – Follow up with prospects from previous seminars multiple times. You can invite them to a future meeting during AEP or simply schedule a time to review.
- PTC Forms – Call anyone for whom you have a valid Permission to Contact (PTC) form to discuss their options and any changes. Call several times and leave voicemails to let them know you can offer complimentary plan reviews during AEP.
- Educational Meetings – Continue to host educational meetings throughout AEP to attract and inform potential clients. Get connected to local community partners (dentists, senior centers, VFWs, etc.) and be on the lookout for retail opportunities.
- Carrier Sales Meetings – Contact your local carrier representatives to explore opportunities for hosting sales meetings.
- Client Referrals – Perhaps the best way to gain new business, make sure your current customers know that you are eager to help and serve their friends and family!
If you have any questions or need additional resources, please do not hesitate to contact us. Throughout AEP 2025, our team at Carolina Senior Marketing, your trusted insurance FMO, will share schedules for upcoming trainings, certification dates, and general tips along the way!
