Open enrollment is a little over a month away at this point. Are you ready for it? If not, then you need to hurry up and get prepared so you aren’t the lonesome agent let out to dry while all the other agents scoop up the Medicare business.
Whether you are a new agent or a veteran agent, everyone needs to take the proper steps to prepare for AEP.
At the point in time, you should have all of your contracting in place for Medicare Products. If you don’t, then you need to act quickly because you needed to have that finished yesterday. At this point in the year, the carriers take almost double time to process contracts. I typically never recommend an agent to have every carrier out there but you need to have the most competitive ones no matter how you feel about the company personally.
You’re certifications have probably been completed for weeks upon weeks now because you are a rockstar agent. Just in case you didn’t have time to complete your certs early this year for various reasons, drop what you are doing (minus reading this blog) and finish now. The carriers won’t approve you’re contract until you are certified and if you do it today, you may be one of the lucky ones who gets approved before AEP.
Pre-order your kits as soon as you can. You have to make sure your kits for all of the carriers are stocked to the max for the upcoming year because you don’t want to me stuck without a kit in crunch time.
Get familiar with the carrier portals so you know how to navigate through their portals for anything you may need during busy season. Make sure you especially pay attention to the drug lookups and provider lookups since those will probably be your best friends during AEP.
AEP is not a marathon, it’s a sprint. You need to make sure you have your game plan ready now so you are prepared. When day one of enrollment hits, you should be sprinting from the running block to get to the clients first. You have to not only make sure that you are able to add more clients to your current book of business but also maintain your existing book.
Take a deep breath and write apps like the champ that you are. We know you can do it! Keep in mind that we are hear to help you along the way to make sure you will make it to the finish line.
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