How to Ensure a Successful AEP 2020 Season [Tips, News, Event Dates]
A successful AEP 2020 season depends on being organized and taking action early. That includes completing all your certifications, tracking any Medicare changes, and attending essential training events. Getting organized now will set you up for a profitable selling season, while also building your reputation as a trusted Medicare plan professional.
In this pre-AEP post, you’ll get:
- Actionable tips
- The latest Medicare news
- Important events details
Actionable tips
For a successful AEP 2020 season, build your reputation on being an organized professional
Your early AEP preparation puts you in an engaged frame of mind and ready to sell. Clients, their caregivers, and family members want to feel confident that they’ve chosen the right agent to help them navigate their insurance needs. You’ll appear professional and prepared if you:
1) Complete your AHIP and carrier certifications early. You must complete your certifications if you want to sell during AEP 2020.
Getting started on your certifications and recertifications now will put you in an engaged frame of mind for the upcoming season. The new information will prepare and inspire you to interact with clients as a genuine professional—someone helpful and knowledgeable, and serious about their business.
2) Nurture new and existing clients. Staying in touch year-round with clients is critical to growing your business. This is the perfect time to revisit how you’ll reach out to clients and boost your business growth.
In addition to sending out annual thank you notes and birthday cards, your plan should include sending out your AEP letters. The more often you show up in a helpful and positive way, the more likely clients will remember you during AEP.
3) Get active online. More than ever, your digital presence matters. Your clients are online, and they expect you to show up in their email inbox and on Facebook.
Now is the perfect time to revisit your online marketing plan, including getting your website done or updated, as well as working on your Facebook and LinkedIn business pages.
The latest Medicare news
Silverscript has acquired Aetna (and what that means for you)
Silverscript (owned by CVS) has acquired Aetna. For AEP 2020, it appears that Silverscript and Aetna will remain separate. More information will follow regarding how the acquisition will affect your contracting and commissions. In the meantime, you can access the Silverscript and Aetna Aquisition FAQ page HERE.
Here’s a step-by-step guide to access your Silverscript certification training:
1) You will complete your Silverscript certifications via your Aetna Producer Portal.
2) Once your login and the main page opens, click on ‘Individual Medicare.’
3) Under the ‘quick links’ tab, click on SilverScript Agent Portal.
4) You will be asked to create a new username and password. Once your username and password are set up, you will have access to your Silverscript portal.
5) Once you’re in the Silverscript portal:
Click on Tools>Training Certifications. Scroll down then click on ‘Launch Training.’
If you have any questions, please contact the Financial Grade team.
Important events details
Mark your calendar!
1) The 6th Annual Senior Summit at Pechanga Resort and Casino
Join us for three fun-filled days at this beautiful Temecula resort and casino!
August 27th—Golf Tournament
August 28-29th—Conference
August 29th, 1:15 pm: Financial Grade’s very own CEO, Pete Blasi will present the continuing education course, Best Practices for the Experienced Agent Focusing on the Senior Market.
In the course, you’ll get actionable tips for marketing yourself and your business year-round and for AEP. Whether you’re an experienced agent or just starting, this for-credit course is a must-have, valuable tool for growing your business.
Category: AH—1 Credit
*Note: All Financial grade agents must attend our agency-sponsored events (below).
For the full event schedule and registration fees (only on-site registration is available), click HERE.
2) Upcoming Financial Grade Events
The following events are required for all Financial Grade agents. Sign up now. Mark your calendar!
Alignment Face to Face
September 5th, 10:00 am
Dave & Buster’s Carlsbad
Required
Lunch & Drink provided
Aetna Face to Face
September 11th, 11:00 am
Dave & Buster’s Mission Valley
Required
Lunch & Drink provided
SCAN Face to Face
September 24th, 10:00 am
Dave & Buster’s Mission Valley
Required
Lunch & Drink provided
Your successful AEP 2020 is just around the corner!
The next weeks and months are sure to zip by. We can’t stress enough the importance of getting started today for the most crucial selling period of the year.
Need more information? We’re just a call away! PH: (877)-386-6615
