Dear Medicare Agent,

As we bid farewell to the crazy 2023 Medicare Advantage Annual Enrollment Period (AEP), I want to extend my heartfelt congratulations to you.

It’s been a marathon of dedication and service, and your efforts have made a significant impact on the lives of many.

AEP is done… now what?Β 


πŸŽ‰ Celebrate Success & Look for Ways to Improve

Reflecting on your achievements during AEP is crucial. Let’s turn that evaluation into an exciting opportunity for growth:

πŸ“ˆ Review Your Success from AEP:

  • How many leads did you acquire?
  • Where did these leads originate?
  • What was your investment in marketing & advertising?
  • How successful were the events you organized?
  • Which marketing efforts generated the most promising leads?

πŸ”„ Evaluate Areas to Improve:

  • Is your cost per lead reasonable?
  • Identify strategies to foster more leads.
  • Pinpoint activities that consumed time with minimal returns.
  • Explore tasks that can be delegated next AEP for greater efficiency.
  • Taking notes on these insights will pave the way for improved sales results and an enhanced experience for your clients in the next AEP.

🌟 Self Care is Key

After this hectic period, it’s time to prioritize yourself.

Remember, you’ve just completed the insurance world’s equivalent of a marathon.

Take breaks, stretch, nourish yourself with healthy food, and indulge in some well-deserved relaxation.

If your workout routine took a backseat during AEP, reconnect with your fitness schedule.

πŸ›Œ Take Time to Rest Between Enrollment Periods

As you recharge, ensure you embrace the downtime between AEP and the Medicare Advantage Open Enrollment Period (OEP) from January 1st to March 31st. Regroup, strategize, and be prepared to follow up with clients during this period. Always communicate the importance of reaching out if any issues arise with their Medicare Advantage plan.

βœ… Do’s:
– Inquire about the preferred method of communication for follow-ups.
– Establish trust by delivering excellent customer service through prompt follow-ups.

❌ Don’ts:
– Assume clients will reach out; proactive follow-up is essential.
– Miss the opportunity to secure referrals by providing excellent service.

πŸ“‘ Stay Compliant

Adhere to CMS compliance standards for the Medicare Advantage OEP.

πŸ” You Can:
– Check in with Medicare clients regarding their current plan.
– Discuss options during the Medicare Advantage OEP if they express dissatisfaction.
– Run a fun Giveaway Funnel to your list to keep them engaged (this entire campaign is available to Marketing+ subscribers)

🚫 You Cannot:
– Mention the Medicare Advantage OEP while signing up clients during AEP.
– Use marketing materials that suggest changing coverage during the Medicare Advantage OEP.

πŸš€ Get Ready for Next Year

I wanted to share insights from a recent conversation with Luis Moreno, a distinguished agent with 22 years of experience.

❀️ Why Luis Moreno Loves Agent CRM

Luis passionately describes Agent CRM as more than a toolβ€”it’s the essence of effective communication with leads and clients. Just as a carpenter values their hammer or a painter their paintbrush, Agent CRM is Luis’s invaluable asset. Its universal applicability, irrespective of the line of business, and unique features set it apart in the crowded CRM market.

Get all of Luis’ workflows, funnels, and automations that he setup for his Medicare business.

πŸ’° How Agent CRM Generates Revenue for Luis Moreno

Our conversation explores the revenue-generating prowess of Agent CRM. Luis shares how the AI-powered, sales-focused platform helps convert leads into appointments and appointments into successful sales. Its versatility, supporting various lines of business, ensures it becomes an indispensable asset. Seamless communication through text, email, and recorded conversations within the CRM proves to be a game-changer for agents like Luis.

Get all of Luis’ workflows, funnels, and automations that he setup for his Medicare business.


🀝 Luis Moreno Loves Agent CRM Support

An essential aspect highlighted is the exceptional support provided by Agent CRM. With 24/7 live chat support, phone support, and regular Zoom calls, agents have access to a dedicated team. This support is a testament to Agent CRM’s commitment to helping agents overcome challenges. Luis underscores the importance of this support, emphasizing it as the primary reason to choose Agent CRM over other options.

🌟 Highlights from the Conversation with Luis Moreno

  • Snapshot of Features: Luis provides a snapshot of the powerful features he has integrated into Agent CRM, offering templates, workflows, and pipelines that streamline operations for agents.
  • Workflow Automation: The discussion highlights the significance of workflows in Agent CRM, simplifying complex tasks for agents. Workflows are a series of automations that make the CRM a virtual assistant running in the background.
  • ACA Consent Automation: A standout feature created by Luis is the automation of ACA consent processes. The innovative use of SMS and email to capture consent ensures agents stay compliant with regulations and streamlines the enrollment process.
  • Business in a Box: Luis emphasizes that what he offers through Agent CRM is not just a CRM but a ‘business in a box.’ The pre-built workflows and assets provided by Luis are ready to use, making it easy for agents to implement and focus on revenue-generating activities.


I’m here to serve you,

Alex Branning
President, Agent CRM


Learn More About Agent CRM

About the Author

Agent CRM Team

Content Creator

The Agent CRM Team works with our developers, our community and our executives to create content for our blog. The content we create is useful for understanding how Agent CRM can help you, it can show you how to use our features and we use the blog to answer common questions.

View All Articles