We are fast approaching the AEP. It’s not the “normal” AEP we used to know and not the AEP we “struggled with” in 2020’s COVID year. NOT ANYTHING NORMAL AT ALL. It is our “Brave New World” going forward. The dance steps are almost the same—AHIP then lots of certifications to renew our understanding of Methods, Processes, Ethics reminders… and all new updates on plans, oh so many plans!
But we and our clients are not experiencing NORMAL. There is anxiety in the air. So we agents owe ourselves and our leads/clients our best. It is at the heart of why we are agents.
PREPAREDNESS: HAVE A TIME FRAME IN MIND
- Learn how to use comparison tools available to agents by attending training events – see page 7 for information on our Training Depot.
- Review plan instructions on ordering materials, processes, enrollment options.
- Learn the e-ENROLLMENT processes for your most used plans.
- KEEP A FILE FOR CONTACTS: WHO YOU GONNA CALL if you have issues.
BE PREPARED TO LISTEN to your leads/clients. They have had a very stressful year. If they are new to Medicare, buying new insurance is confusing. They need you to be CALM, LISTEN, INFORMATIVE, and OFFERING GUIDANCE. You will build trust by listening to their concerns and streamlining how they select coverage to meet their needs.
FINALLY, BREATHE! While we try our best, we cannot be everything to everyone. Ask questions or get help from MedicareCompareUSA peers when you need help. Together we can bring calmness to a storm.
All the best to each of you this AEP,
Teresa