How to Ensure a Successful AEP 2020 Season

[Tips, News, Event Dates]
Successful AEP 2020
26 Aug 2019

How to Ensure a Successful AEP 2020 Season [Tips, News, Event Dates]

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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.’

Silverscript Aetna training access screenshot

3) Under the ‘quick links’ tab, click on SilverScript Agent Portal.

Silverscript Aetna training access screenshot

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.’

Silverscript Aetna training access

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


Lunch & Drink provided


Aetna Face to Face

September 11th, 11:00 am

Dave & Buster’s Mission Valley


Lunch & Drink provided


SCAN Face to Face

September 24th, 10:00 am

Dave & Buster’s Mission Valley


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