Now that AEP is over, it’s time to sit back and relax, right? Well, not completely. You should take this time to relax a bit and congratulate yourself on your hard work throughout the year, but there are still opportunities and preparations you can take.
Of all the Medicare Advantage plans you sold during AEP, there are bound to be a good handful that you can add to. Take this time to look through everything you’ve sold and pick out clients that you think could use an additional plan. Then, be sure to schedule “check-in” appointments with them, where you can sell ancillary plans like cancer policies, hospital indemnity, long-term care, and more.
Did you reach your AEP goal? How about your 2017 goal? Concentrate on SEP business during the last few weeks of December so you can amp up your 2017 sales numbers before it’s too late!
From small village Christmas fairs to large community holiday events, there are bound to be plenty of opportunities in your area where you can market to seniors. Rent out booths or tables at these events and meet with people who either missed out on AEP or could use extra coverage. Hand out your business cards and offer to meet with people after the holidays to discuss their ancillary plan needs. Remember to register your event with CMS so you can legally collect information!
Take a day or two during your Christmas break from selling to plan for 2018. Look at your goals from 2017: Did you meet them? Did you have a hard time accomplishing them? Did you notice anything different, or gather any new ideas? Write down your notes from 2017, then look at it all and decide how you can improve for 2018. You should always be trying to improve yourself!
Did you generate enough leads this year? Did you feel you had the tools you needed to market yourself? Maybe you should use this post-AEP time to consider joining an FMO. At Senior Market Advisors, we can offer you the marketing materials and help from our staff that you need to succeed. We’ll help you take care of a lot of the behind-the-scenes work, so you can focus on what you do best: selling.
To join Senior Market Advisors for the 2018 season, start digitally contracting now or give us a call at 1-844-452-5020.