AEP TIP - Set Q1 Appointments

AEP isn't even here yet and you are already talking about Q1? Yes! Why? Simple, just like AEP, what you do ahead of time paves the way to success. It is like farming (which admittingly I know next to nothing about) if you don't plant anything, you will have nothing to harvest.

How can you plan for a successful Q1? Let your clients know they will be hearing from you. Planned contacts are always more successful than out-of-the-blue calls which many times go unanswered and unreturned.

What does that look like?

At the appointment - Let your clients know you will follow-up with them when their policy becomes active in January by (insert communication method here, such as a call, email, text, or whatever they prefer).

Some things to consider when doing this:

If you have a smaller book of business and are still working on client acquisition, then set the stage to have another appointment with them. This will open the door to potential new sales (pay attention to their concerns, especially ones that you cannot address due to scope of appointment limitations) as well as referrals.

If you have a larger book of business, you may not have the time to have another appointment with them, but they still deserve your attention and meeting. This may be more of another marketing campaign for you.

Which one is right for you? That depends on you and what you feel comfortable performing.

If you are not setting the stage for contact, know they will not be expecting it.

What does that appointment look like, check out the next article coming soon...