As a Medicare insurance agent, the Annual Enrollment Period (AEP) is your busiest and most important time of year. But getting ready for it can be time-consuming, expensive and stressful.

With so many things to do – like finding new clients, keeping current ones, updating your marketing – it’s easy for AEP prep to become overwhelming. And the pressure to make big sales during this 6-week window can be really high.

But it doesn’t have to be that way! In our 3-part AEP prep series series, we’re sharing the best tips for agents to leverage now so their AEP season is smooth and lucrative.

In part 1, we covered how to make the most efficient use of your limited prep time leading up to AEP.

Here in part 2, learn simple strategies to supercharge your AEP prep without spending a ton of money. We’ll show you how to use free resources and find hidden savings so you can be ready quickly and affordably.

In part 3, we share tips and techniques to minimize anxiety and stay calm before and during the enrollment rush!

Leverage Resources and Technology

The Annual Enrollment Period (AEP) can be a stressful time, but working with the right partner can make all the difference.

When you team up with an experienced FMO like AGA, you get access to a ton of free resources to help you save time and money during AEP. For example:

• A dedicated marketing department
• Efficient event reporting & coordination
• An agent portal & CRM equipped with online enrollment capabilities
• Coordinated certification training & support
• A responsive commission team
• Reliable compliance & allegation support
• A proficient submission department
• An experienced contracting team
• Involvement in our agent referral program

The key is taking advantage of all the support your FMO provides. These free resources can really give your AEP strategy a boost without costing you a fortune.

Leverage Your Existing Client Base

Another smart, low-cost way to prep for AEP is by tapping into your existing client relationships. Your current policyholders are often your best source of new business during this busy season.

• Start by reviewing your book of business and making a list of clients who may be eligible for plan changes or have family/friends who need coverage.
• Reach out for Google Reviews, and include your review links within your email signature.
• Continue to educate on social media, and make sure your existing clients are following you.

By ensuring your existing client base is taken care of, and has visibility into your resources, you’re more likely to get quality referrals.

Take Advantage of Free Resources

We offer dedicated AEP resources designed to help you maximize your time during this busy season. Get access tools like a stock photo bundle, AI headshot generator, and more.

Examples to spend your budget on:
With these simple yet powerful strategies, you can seamlessly prepare for a successful AEP without the usual headaches and high costs. By leveraging the resources and expertise of an experienced FMO like AGA, tapping into your existing client base, and taking advantage of free marketing tools, you’ll be primed for an enrollment period filled with opportunity rather than overwhelm.

In the final part 3 of our AEP Prep series, we share stress-management strategies to confidently make the most of this critical season and maximize your sales potential.