Maximize Your Efficiency This AEP by Grouping Clients & Getting Information Early
Maximize Your Efficiency This AEP by Grouping Clients
& Getting Information Early
This coming AEP is going to prove to be one of the most turbulent AEPs we’ve seen. With approximately 90% of people receiving a negative Annual Notice of Change (ANOC) this year and the largest group of T-65 EVER aging in, shopping/switching rates are going to be an at an all-time high—moving from a shopper and switcher average of 10-15% to 40-70%!
AEP is only 35 business days—how will you cope?
This year it’s more important than ever to organize your clients and collect Scope of Appointments and Drug lists early to ensure that you have a “go” plan when AEP starts.
Different Ways to Categorize Your Clients
Collect medication lists and SOAs now to help with categorizing your clients and to determine how your time this AEP is best spent. Being organized helps you service current clients and you time for new prospects.
As a contracted agent with Senior Marketing Specialists we have the resources you need to get ahead of the competition. Our AEP TOOLKIT provides compliant, and customizable with your information, letters and forms to send to clients.
Types of Categories to Consider Grouping Clients In
- “A-listers” – family, influencers, referrals
- People who may call a lot or take a lot of you or your teams time
- By Carrier – filter for non-commissionable plans or lump large groups together
- By Product (PDP/MS/MAPD)
- No medication or 1-2 generic meds
- Chronically ill with 15+ meds – More time needed with them
- Service Area Reductions (SARs) – additional enrollment opportunities with the SAR SEP: Dec 8- End of Feb
- Dual/Chronic
- Product line – for data mining – ex. P&C, Financial (people may reach out that you may not expect)
- No movement-once AEP rolls around
Our AEP Toolkit has all the marketing resources, certification walkthroughs, carrier specific details, and tools you’ll need in one easy to access spot!
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