5 Must-Haves for Every Agent This AEP

Preparing for Medicare’s Annual Enrollment Period (AEP) can be an overwhelming and chaotic time. It helps to know exactly what you need to be efficient and effective during your biggest sales season.

Of course, you want tools that can do it all and keep you organized. You may even have your plan of attack figured out, but before you get too far, make sure your bases are covered with these necessary pieces for a successful AEP.

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1. Make it mobile. When it comes to today’s internet, there are few things more important than ease of access at any time and any place. Keeping your website mobile-friendly is important for a senior generation that’s increasingly tech-savvy — or at least supported by children who are. When searching for your contact information or details about the plans available via tablet, phone or laptop, it shouldn’t become unreadable or tough to navigate. A user-friendly experience is a more profitable experience, and puts your clients at ease.

2. Paperless is productive. It’s become simply too time consuming to keep hard-copy files of everything. With paper only, you’re just begging for mistakes (including potential HIPAA violations) and missed opportunities, which can quickly become overwhelming. We recommend using an online customer relationship manager (CRM) to track all your pertinent client data. This way you can save time and frustration by keeping all documents on a computer, where they can be easily accessed at any time, with just a few clicks.

3. Optimize with automatic enrollment. Keep it simple! Today’s agent needs to be compliant, organized, and efficient in helping their clients, so why shouldn’t you do all of that in one place? Make your site the one-stop shop where clients can not only see the plans available in their area, but enroll right then and there. No messing with postage, no waiting. This allows you to spend more time on your business and life, and allows clients to get the coverage they need as efficiently as possible.

4. Stay in the lead. You’ve done plenty of marketing through Medicare’s “off season,” but lead generation doesn’t ever stop. As the enrollment period draws near, you need a way to appeal to consumers and direct them to contact you. By simply filling out a form on your site, beneficiaries can show their interest whenever they want! That way, both you and your potential clients can spend more time on the things that matter. Because during AEP, your time is better spent helping your clients rather than courting new ones.

5. Compliance is key. And it can be super simple. By putting a “Contact” button on your site, clients can click it to complete a form with their information, giving you the information you need to contact a prospect. With the right site, a compliant electronic Scope of Appointment (eScope) is automatically created upon the client’s completion of the form, saving you time.

Shop & Enroll Does It All

Looking for the full package? Shop & Enroll streamlines the way you sell Medicare. It helps you quote faster, generate leads ‘round the clock, stay CMS compliant and so much more. By getting your own Shop & Enroll site, you’re setting your business up for a successful AEP.

And what’s more, Shop & Enroll is also integrated with the Ritter Platform. The Platform’s features work in conjunction with your Shop & Enroll site. The Clients tab for example, acts as a customer relationship management (CRM) system that securely stores pertinent client info. The records are easy to update, and clients have the ability to share in their own record to add and update their info when necessary. This info can then be easily accessed to complete Medicare plan quotes and comparisons on Shop & Enroll.

Learn more about the perks of having a Shop & Enroll site and get your own!

Editor’s Note: This post was originally published in July 2018. It has been updated to include more relevant information.

Our guide, Modern Medicare Marketing for Today’s Agents, is a great resource to check out for ideas and tips on how you can take your marketing to the next level and modernize your approach.

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