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Post-AEP Strategy: Building For The Future

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Manage episode 388004467 series 3488302
Content provided by Raul Gonzalez, Oscar Ibieta, Raul Gonzalez, and Oscar Ibieta. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Raul Gonzalez, Oscar Ibieta, Raul Gonzalez, and Oscar Ibieta or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this week's episode, we focus on the crucial steps agents should take after the hustle and bustle of the Annual Enrollment Period.

As the dust settles, maintaining momentum is key. We dive into the importance of consistent follow-up calls, not just as a strategy to maintain client relationships but as a foundation for future success. Additionally, we discuss the strategic planning of 'Turning 65' campaigns, laying the groundwork for the next year's client engagements.

Whether you're a seasoned agent or new to the field, this episode is packed with insights on how to keep the energy high and the business growing even after AEP. Tune in for valuable tips and strategies to build a strong foundation for the future.

  continue reading

60 episodes

Artwork
iconShare
 
Manage episode 388004467 series 3488302
Content provided by Raul Gonzalez, Oscar Ibieta, Raul Gonzalez, and Oscar Ibieta. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Raul Gonzalez, Oscar Ibieta, Raul Gonzalez, and Oscar Ibieta or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this week's episode, we focus on the crucial steps agents should take after the hustle and bustle of the Annual Enrollment Period.

As the dust settles, maintaining momentum is key. We dive into the importance of consistent follow-up calls, not just as a strategy to maintain client relationships but as a foundation for future success. Additionally, we discuss the strategic planning of 'Turning 65' campaigns, laying the groundwork for the next year's client engagements.

Whether you're a seasoned agent or new to the field, this episode is packed with insights on how to keep the energy high and the business growing even after AEP. Tune in for valuable tips and strategies to build a strong foundation for the future.

  continue reading

60 episodes

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