As we approach the Annual Enrollment Period, we know that this is a unique year and we’re here to offer as much help and support as we can. This may be an unprecedented year of people shopping and switching plans.
We’re pleased to introduce a new tool to help you navigate through preparation and success during AEP – our Roadmap to AEP Landing Page.
From monthly checklists to downloadable documents to topical videos, Roadmap to AEP is designed to walk you through the complexities of this year’s enrollment season. In the past few years, AEP has been a relatively calm period, with little movement between plans. Now the CMS Final Rule, the Inflation Reduction Act, and new requirements of carriers are all disrupting the Medicare landscape, and are playing a role in how agents need to discuss AEP options with clients.
Begin Your Prep Work Now
We normally see about 20% of Medicare beneficiaries shopping for plans during AEP, but this year that number is expected to jump to nearly 70%. With more people than ever projected to be reaching out to experts such as yourself just before, and during, the annual enrollment period, it will be an outstanding opportunity to grow your business and lock in clients that will turn to you year after year for help with their insurance needs.
Roadmap to AEP gives you the tools you need to plan, reach out to existing clients and have the information to speak with potential new clients. Look for things such as a Prep Playbook, a monthly checklist and letters you can send to clients to gather information. Be sure to access the page frequently over the coming months. We’ll be adding additional content and videos throughout AEP.
Navigating a Successful AEP
Our mission is “to ensure that every person in every community across America has a well-trained, well supported health and life insurance agent to guide their needs.” We want AEP to be a success for you and every client you meet.
Along with the Roadmap to AEP, if you have questions, please contact your Sales Relationship Manager, call LeClair at 651.739.2010 or email sales@leclairgroup.com.
