ABOUT THIS EPISODE
We’re officially in October, and AEP is getting close.
At this point, you’ve spent weeks preparing yourself, your business, and your systems. Now it’s time to make sure your clients are ready, too.
In this episode of Agents Confidential, we’re talking about what client preparation should look like before October 15. Reviewing Annual Notices of Change, identifying what’s changed in your clients’ lives, gathering updated medications and providers, setting expectations, and creating clarity before AEP officially begins.
Because preparing your clients doesn’t mean convincing everyone they need to make a change. Sometimes the best outcome of an annual review is simply confirming: you’re still in a good spot.
Your clients don’t need another person making Medicare feel complicated. They need someone they trust to make it feel manageable.
This week’s assignment: Prepare your clients.
