Streamlining Success: The Ultimate Medicare Agent's Sales Planner

Efficiency is key for insurance agents, and our Busy Medicare Agent’s Sales Planner is designed to elevate your productivity and boost sales. Say goodbye to chaotic sticky note systems and reliance on memory – this planner provides a simple yet detailed month-to-month guide to keep you on track throughout the year.

Plan for a Year Full of Success: A well-structured plan can be the foundation for business success. Set goals, record important dates, and implement reminders to enhance your overall experience and yield more profitable outcomes. Research indicates that 71 percent of fast-growing companies attribute their success to strategic plans or long-range planning tools.

Quarter One: Follow Up with AEP Clients: Start the year by reconnecting with last year’s Annual Enrollment Period (AEP) clients. A check-in not only boosts client retention but also allows you to address any dissatisfaction with Medicare plans, especially during the Medicare Advantage (MA) Open Enrollment Period (OEP) from January 1 to March 31.

Sell Dual Eligible Special Needs Plans: Maintain momentum from AEP by promoting Dual Eligible Special Needs Plans (D-SNPs) throughout the year. These plans can be sold year-round and offer a rewarding experience of helping dually eligible beneficiaries secure vital health coverage.

Recognize American Heart Association Month: In February, leverage the focus on hearts to offer heart attack and stroke insurance. This not only opens sales opportunities but also provides essential coverage for prevalent conditions like heart disease and stroke.

Quarter Two: Market Your Business with Community Involvement: April being National Volunteer Month, increase your community involvement for low-cost yet impactful marketing. Volunteer at local libraries, hospitals, food banks, community arts centers, animal shelters, and more to build trust and respect.

Cross-Sell Coverage Like DVH Insurance: Enhance your portfolio by offering ancillary coverage such as dental, vision, and hearing insurance. Fill coverage gaps and keep clients protected and satisfied, especially when Medicare plans may not comprehensively cover these services.

Prepare for Medicare Certification Training: Gear up for annual Medicare certification training. Review training modules, take practice quizzes, and explore potential discounts or reimbursements from carriers or field marketing organizations.

Quarter Four: Sell, Sell, Sell During AEP: Focus on making sales from October 15 to December 7 during the Annual Enrollment Period (AEP). Ensure reliable sales tools are in place to handle the whirlwind of activities during this crucial time.

Consider the Benefits of Offering ACA Insurance: Explore the opportunity to offer Affordable Care Act (ACA) plans to under-65 family members of Medicare clients. Plans for Life provides resources and support to help you enter the ACA market successfully.

Wrap Up Your Sales Year: After AEP, take time to review your book of business, prepare for year-end tax responsibilities, and reflect on your sales year. Consider areas for improvement and growth, set future goals, and develop a preliminary strategy for the upcoming year.

With the Busy Medicare Agent’s Sales Planner, you’re equipped to streamline your success throughout the year. Here’s to a prosperous and organized sales journey!