Everyone knows that follow-up is part of the sales process, fine and good. But how do you pull it off in a way that helps to seal the deal - without making you feel like a bother?
Topics: Medicare Sales
Get ready for AEP. The Medicare Annual Election Period for 2020 coverage starts October 15, 2019 and ends December 7, 2019. That may seem like a long way off, but it will be here before you know it. Here’s why it’s shaping up to be a busy year.
AEP is right around the corner. According to Harvard Business Review, different studies have shown that acquiring new clients can cost anywhere from five to 25 more times than retaining existing clients.
The annual election period for Medicare is over. This can be a relief for agents who finally have time to breathe, but it can also be a source of anxiety. For many agents, AEP is the most productive time of the year by far. In fact, the rest of the year can be downright slow. The scarcity of work – and of commissions – can be scary.
Do you procrastinate? Don’t feel bad if you do. It’s human nature. But when it comes to preparing for AEP, procrastination can be disastrous. There’s so much to do – if you put it off until the last minute, there simply won’t be enough time to do everything right.
Topics: Medicare Sales
The most successful insurance agents are motivated, outgoing and care a lot about helping others. They also have one other trait in common: They are impeccably organized and never forget to follow up.
How do they do it? By automating the sales process with an insurance CRM system.
Mari Rose Tautimes & Paul Rose - Co-CEO's - Attending Aetna Sales Conference in Washington, D.C. 7/12-7/14.
We are LIVE at the Aetna Sales conference in Washington, D.C. with a hot off the presses look at benefits for this coming AEP! Read on to learn how to get details or request to contract if you think you're ready to get this party started!
You have an opportunity to increase your value to your clients by presenting Medicare and Medicare Supplement insurance products. Research shows that few advisors, only 13 percent, address the need for Medicare planning while consumers look to their financial professional for information and recommendations about Medicare. There is a gap between the client’s expectations and their actual experience. You can easily close the expectation/experience divide with these three suggestions.