What Agents Need to Know to Prepare for AEP During COVID-19
In July, Integrity put on a fantastic event called Medicare Live, and DEFT Research had a great session on Consumer Insights. You can watch that session recording at https://medicarelive2020.com.…
Start Your Own AEP
In the first few months of the year, this industry is notoriously slow. The hustle and bustle of the Annual Enrollment Period (AEP) is over, and many agents take this time to go on vacation, relax,…
Electronic Scope of Appointments (eSOAs) Now Available With Quoting Tools
Scope of appointment forms are the bane of any insurance agent's existence during AEP. Thankfully, CSG released a new feature that allows you to do Scope of Appointment forms electronically.
My 2 Favorite Med Supp Carriers as a Writing Agent
As we gear up for AEP, I wanted to quickly share my favorite Medicare Supplement carriers. My perspective is as a personal producer, so I'm hoping that my take on these two carriers will be useful…
Planning for the 2020 Open Enrollment Period
Back in 2015, we published our first article about planning for AEP – it was called Planning for the Open Enrollment Period. In this short pep talk, I encouraged all of our agents to offer ancillary…
AEP Survival 101: How to Write Apps All Year Long
AEP. It's crazy, I know. We've all just experienced it. Most of us are trying to keep our sanity during AEP, and by the time January rolls around, we're totally wiped out and can't believe we even…
The AEP Pep-Talk You Really Need Right Now
Good news – you have made it through week one, and you are well on your way through week 2 of AEP. This is the most fun time of the year if you love to write business. I know some people complain as…
2018 AEP is Here!
It's that time of year again where we're rolling into the 4th quarter and the Medicare Annual Enrollment Period (AEP) is right around the corner. We wanted to send you a word of encouragement as well…
The easy way to schedule appointments during AEP
Every October 15 begins the Medicare Annual Election Period (AEP), and agents run themselves ragged trying to meet with all their clients inside a 3-month time frame. Wouldn’t it be helpful to be…
Beating the dead horse of cross-selling
I've been in this business long enough to remember when the majority of your sales were not made during the last quarter of the year. I can remember growing a beard in December because no one wanted…
