AEP 2020 Compliance

AEP 2020 Kickoff: Working Together to Stay Compliant

AEP, Compliance, Sales October 14, 2019 0

Ready or not, AEP 2020 is HERE! As we dive in, our compliance team wanted to extend a few reminders. These are some items that are easy to forget through the year but are extra crucial during these next few months. Dates to be Aware of (When can you Submit an Application)? First and foremost, […]

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Do's and Don'ts of AEP Medicare | Senior Market Advisors

The Do’s and Don’ts of Medicare AEP for Insurance Agents

AEP, Business Development, Medicare, Sales September 16, 2019 0

The Do’s and Don’ts of AEP for Insurance Agents Between compliance and sales strategy, we could spend all day going over the “do’s” and “don’ts” of the Medicare Annual Enrollment Period. But we’ve been in this business long enough to know the top things you should do and the top thing you should NOT do […]

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Medicare AEP Checklist for AEP

Medicare AEP Checklist for Insurance Agents

AEP, Business Development, Customer Retention, Medicare, Sales September 13, 2019 0

Are you selling Medicare plans this AEP? This checklist will ensure that you are 100% prepared when October 15 comes around – and it’s sneaking up on us! Remember, AEP (the Medicare Annual Enrollment Period) only lasts from October 15 through December 7. Anyone enrolled in Medicare can make use of the AEP, but you […]

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BREAKING: 2020 CMS Guidelines for Marketing Medicare Plans

AEP, General, News September 3, 2019 0

BREAKING: 2020 CMS Guidelines for Marketing Medicare Plans As you know, marketing is crucial to your success. It’s not only how you generate fresh leads, but also how you hang on to your existing clients. Every year, CMS releases updated Medicare marketing & communications guidelines to help you stay compliant. The 2020 changes memo is […]

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Learn how to get your priorities straight before this year's AEP

How to Get Your Insurance Sales Strategy Right Before AEP

AEP, General, Medicare, Sales July 25, 2019 0

The Annual Enrollment Period (AEP) is every year from October 15 – December 7. That means it’s quickly approaching and it’s crucial that you are more than ready for the busiest time of year!  By keeping your priorities in check, making a plan, and setting clear goals for your insurance sales strategy, you will be […]

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