An Agent’s Guide to Hitting Production Goals This AEP

The Annual Enrollment Period (AEP) is the most critical time of year for licensed insurance agents in the Medicare Advantage and Part D space. From October 15 through December 7, you have a limited window to reach prospects, review coverage, and help beneficiaries make decisions that impact their health and finances for the year ahead.

Agent FAQ for AEP

 

As you plan your AEP strategy, questions are likely to arise. Luckily, the team at Premier Insurance Partners, LLC put together this list of frequently asked questions to provide some of the answers you may be looking for:

 

Q: What should my goals be this AEP?

A: Agent goals during AEP should correspond to the production targets set during Medicare’s Annual Enrollment Period, such as policies written or new enrollments secured.

 

Q: How can I improve my AEP agent goals each year?

A: Track and use past data, set achievable benchmarks, and optimize marketing to improve your sales and hit your production goals consistently.

 

Q: Why do some agents miss their AEP agent goals?

A: Lack of planning, outdated marketing tactics, and poor lead follow-up are common reasons agents fall short of the goals they set.

 

Q: When should I start preparing for my AEP agent goals?

A: You should begin prepping 60 – 90 days before the October 15 start date to properly align marketing materials, appointments, and sales strategies with their goals.

Key takeaways

1. 1. The busy enrollment season of AEP requires preparation and planning for agents to be successful and hit their production goals.
   2. Set written, realistic goals based on last year’s performance and this year’s opportunities.
   3. Leverage technology, FMO partnerships, and other resources to organize your pipeline, streamline outreach, and stay compliant.