Although technically you’ve been able to meet with clients since the beginning of the month, you can begin submitting plan applications on October 15, 2024. That’s less than one week from the date of this newsletter.
Even with so little time before you can submit applications, there is a still a lot you can do to be prepared.
Roadmap to AEP
New this year to assist agents is our Roadmap to AEP Landing Page. By all accounts, AEP 2025 will see more shopping and comparisons for clients, resulting a unique opportunity for agents. It provides a step-by-step checklist to stay organized, videos, guides, and downloadable letters.
If you’re selling in the AEP market, the landing page is a fantastic resource to get the information you need to be successful.
Training
LeClair offers many training courses throughout the year. You can access many of these through the Agent Portal ⇒ Education ⇒ Webinars OnDemand. We’ve included carrier trainings, past Medicare Connector webinars, and many other offerings. With AEP and OEP set to begin, this is the ideal time to check out these trainings.
Medicare Connector is an online, single sign-in quote and enroll tool for Medicare Advantage, Prescription Drug, and Medicare Supplement plans, to help you better serve your clients while staying compliant. Use it to quote MAPD, Med Supp, PDP and Ancillary Products.
On Thursday, October 17, 2024, join us for our monthly webinar to go through the various features of Medicare Connector. We’ll demonstrate how Connector makes working with clients easier, show features, discuss new tools, and also provide other resources to make AEP successful. To register, click here or visit the Agent Portal.
Sales Relationship Managers
One of the best ways to get answers to questions and other information about AEP is through your Sales Relationship Manager. Our team of Medicare experts are here to help find the best possible outcomes for your clients. With passion and compassion, they’ll work with you to solve issues, answer questions, and provide customer service second to none.
Whether your clients need help understanding the new prescription drugs rules, you want clarification on the inflation reduction act, or have any other Medicare-related questions, know that LeClair has the resources, technology, and experience to get you answers and solutions.
If you have questions, contact your Sales Relationship Manager or call us at 651.739.2010.
