Medicare AEP Marketing
It’s no secret that the Annual Enrollment Period (AEP) can be the most stressful time of the year for insurance agents. It’s imperative that you try to communicate with and service nearly your entire book of business in a less than eight-week-long time period. Other than the mandatory steps like making sure all your business practices are in compliance with the new CMS regulations and guidelines, what can you do now to prepare for a less stressful AEP? We have five Medicare AEP Marketing tips sure to improve your work-life balance during the next few months
Get personal
How large is your book of business? Is it 250 clients or less? If so, you might be an ideal candidate for a more intimate approach – your clients will like that you’re speaking to them like individuals in your marketing material and fewer than several hundred clients is still pretty manageable. Some agents use postcards, some use emails, some mail greeting cards! There are many ways to reach out, but the goal is the same: make your clients feel like you’re invested in their best healthcare outcome before the start of AEP.
Start communicating in September
In the second half of September, it can be helpful to ask your clients to create Medicare.gov accounts if they do not already have them. This makes collecting and comparing data all the more essay, including more accurate drug comparisons. Getting this done in September will make October and November, Medicare AEP Marketing run more smoothly.
Hire seasonal help or interns
If it’s a reasonable expense for your business, consider hiring some seasonal help. How much easier would your AEP be if there was somewhere there to answer the phone, or return emails, or keep track of which clients need a call back? Anything they can take off your plate during the busiest eight weeks of the year would probably make a world of difference.
Try an online scheduling system
There are lots of options out there, but two that are easily integrated into websites are Calendly and TimeTap. Depending on how busy you are and how technologically savvy your clients are, it might make sense to have a way for them to book an appointment with you on their own via the website. Automate appointments as part of your Medicare AEP Marketing.
Find an outlet!
No matter how well you manage your time and resources, AEP is going to be busy. Finding an outlet to better manage your stress can make a world of difference, no matter what it is.
With these five tips, you can set yourself up for a better work-life balance during this Annual Enrollment Period.
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