Ready or not – here it comes! AEP is quickly approaching and it’s important you are fully prepared and have all the necessary supplies and enrollment kits. How can you make sure you receive your enrollment kits by October 15? Keep reading and we’ll let you in on our favorite tips and tricks.
It’s important you understand how to order your supplies long before the first order needs to be placed. Each carrier can have a different ordering process so it’s important you are able to answer the following questions:
Carriers won’t allow you to purchase enrollment kits until you’re ready to sell – this means completing your certifications! You know how “the early bird gets the worm?” Well in this case, the certified agent gets the enrollment kits! Complete your Medicare Advantage and Part D certifications early to help relieve a bit of your stress before AEP begins. It is so important to understand that if you put off completing your certifications, you will be unable to start selling on October 15th.
AEP is a stressful time of year and you need to stay prioritized. If you’re looking to reduce your stress, being proactive can help. This means pre-ordering your enrollment kits when possible. It’s important to understand that consumer-facing medicare materials for the upcoming year cannot be released until after October 1. Most carriers will start shipping enrollment kits and supplies on this date. If you pre-order, that means your orders are the first to be processed during this short 15-day window! This gives you a better possibility of getting your materials early enough to get organized and ready to hit the ground running on October 15th. Pro tip: some carriers will even let agents who certify early pre-order their enrollment kits early!
There’s so much you can do to prepare for AEP, so why wait? If you want to maximize even more time, remember you can schedule appointments starting October 1 even though you can’t collect an enrollment until October 15. When you think about it, your success during AEP is heavily impacted by how well you prepare beforehand. Are you doing all you can so you’re able to excel this AEP?