Selling Medicare Plans
Sometimes it feels like a sprint; sometimes it feels like a marathon; sometimes it feels like you’re sprinting a marathon. Annual Enrollment Period (AEP) is the busiest time of the year for most insurance agents, and you made it through. But don’t relax just yet – here are four things to do to make sure to cement all your success from the previous eight weeks to selling Medicare plans.
Congratulate yourself and your team!
If you have a team or even if you’re on your own, it’s important to acknowledge all of your hard work and success and even the learning experiences that just happened. Whether you met your goals or not, celebrating what you did achieve is good for morale and mental health.
Organize new client information – Selling Medicare Plans
A spreadsheet with new client names, plans, their contact information, and anything else pertinent can be a great way to keep all of the new clients in order. Many agents find that their new client information gets out of order during AEP because of how busy they are, so right afterward is a good time to put everything in its place. There are also many different platforms that have ways of keeping your data organized, like MedicareCENTER.
Send thank-you cards
It might seem old-fashioned, but sending a thank-you card or email is the kind of personal touch that people like in their business dealings. Insurance agents deal with such personal and intimate information for people that it’s imperative that trust is involved, and thanking your clients for trusting you can go a long way towards retaining them. It can also be good marketing if they mention it to friends or family.
Prepare for the next round: OEP – Selling Medicare plans
Open Enrollment Period (OEP) is only a few weeks away! With a start date of January 1st, OEP is another busy season for the insurance industry. Even though you can’t reference OEP directly in your marketing just yet, you can plan ahead by calling your clients about their insurance cards and wellness appointments and checking on which other areas of their life need coverage, like life insurance or annuities. They’ll appreciate the personal attention and you might even get a commission out of it.
Even though AEP is over until next year, there are things you can do to make the next one even more successful. Congratulating yourself and your team, organizing new client information, sending thank-you cards, and preparing for OEP could have tangible benefits for your business.
Licensed Medicare Agents
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