As the Annual Enrollment Period (AEP) approaches, it's crucial to have a solid game plan in place to ensure you're fully prepared to maximize your Medicare sales. In this episode of the Medicare Sales Playbook, host Dallas Keithley is joined by Brian Askins, CEO of Impact Legacy Group, to provide you with a step-by-step guide on how to get ready for AEP and make it your most successful season yet.
Whether you're a seasoned Medicare agent or just starting out, this episode is packed with valuable insights that will help you stay ahead of the competition. We’ll cover everything from organizing your supplies and scheduling appointments efficiently to ensuring your certifications are up to date and your team is ready to hit the ground running.
Brian shares his expert strategies on how to relay the importance of AEP to your staff, create a system for setting appointments, and effectively manage your time and resources. He also discusses the significance of reviewing your existing clients, cross-selling opportunities, and the importance of having a master list for your clients and carriers.
You'll learn how to avoid common pitfalls, such as missing certifications or unapproved applications, and discover how a well-organized system can be the key to your success. Plus, Brian shares practical tips on making the most out of every client interaction, ensuring you provide massive value that leads to more referrals and higher sales.
Don’t leave your AEP success to chance—get prepared, stay organized, and watch your efforts pay off with increased revenue and client satisfaction. Tune in to this episode and equip yourself with the tools and knowledge you need to dominate this AEP season!
Make sure to like, subscribe, and hit the notification bell so you don't miss any future episodes. Let us know in the comments if there's a specific topic you'd like us to cover in the next episode, and as always, thanks for tuning in to the Medicare Sales Playbook!
Link to AEP Prep Notes: [ Ссылка ]
The Medicare Sales Playbook is more than just a podcast; it's a mission to transform the way agents approach Medicare sales, focusing on utilizing one's unique talents, embracing hard work, and fostering a sense of community. It's about making a meaningful impact on the lives of seniors while simultaneously achieving professional growth and financial success.
Every episode is designed to inspire, educate, and empower agents to not only grow their business but also to discover their 'why' and achieve a fulfilling career. Hosted by the energetic and insightful Dallas Keithley, this podcast stands as a guiding light for insurance agents aiming to elevate their Medicare business, one strategic play at a time. Tune in to join Dallas and his guests on this journey towards becoming a standout agent in the Medicare insurance world.
