Three Ways to Prep for AEP Now - Western Asset Protection
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Three Ways to Prep for AEP Now

Time sure does fly, doesn’t it? We’re already more than halfway through the year. Soon, it will be time for another Annual Election Period (AEP). Don’t let the next AEP sneak up on you. The time to prepare is now.

Tip One: Get your calendar ready.

You probably know that open enrollment for Medicare runs from October 15 to December 7. But do you know all the dates that are relevant to Medicare?

Do you know when the LIS redetermination decision notices begin, for example, or when the beneficiaries can expect notice of a change in the Extra Help copayment?

Never miss a date. Get the Beneficiaries Notices and Options Timeline.

Tip Two: Equip yourself with the right technology.

Modern technology can take a lot of the hassle out of insurance sales – and that’s especially important during hectic times like AEP.

The Western Asset Quoting Tool is a mobile app that makes it easy and fast to quote insurance products. This tool is absolute must when you’re meeting with clients.

Technology can help with other tasks, as well. With an agency management system, you can automate leads, enrollment, outreach emails, commission processing and more.

This can make a big difference in the amount on time you spend on open enrollment. According to De-Stressing Open Enrollment, one two-man insurance agency was able to reduce the time spent on client communication during open enrollment by 50 hours – simply by automating processes with AgencyBloc’s agency management system.

In addition to saving time, automated tools can help you avoid mistakes. This means you have less to worry about.

We’re proud to partner with AgencyBloc, an agency management system designed for life and health insurance agencies. Read AgencyBloc’s 7 Ways to Ease Your Workload This Open Enrollment Season to learn more about the tech tools that help you.

Tip Three: Brush up on your skills.

During open enrollment, you’ll be too busy to focus on anything other than getting through open enrollment. The time to brush up on your skills is now.

One easy way to do this is by checking out our SkillBuilder webinars. Each webinar helps you develop your skills and knowledge, so you can be a more efficient agent – everything from improving your phone techniques to get more appointments to learning how to load your data into AgencyBloc efficiently. And you can take these webinars online – whenever and wherever you want.

If you’re looking for something with a more hands-on approach, consider attending WAPCon2018. This huge event will include coaching sessions, expert panels and networking opportunities. It will take place September 12 to 14 in Scottsdale, Arizona.

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