2027 AEP Readiness Training – Series Summary & Put it all together
Description:
This webinar will conclude our AEP Readiness Training Series. This 8 Part Series went over:
1. Medicare Basics/Medicare 101
2. Completing Medicare Reviews in SunFire and CSG Actuarial
3. Medicare Alpha Leads
4. Grassroots Marketing/Event Marketing
5. Building a Marketing Plan
6. Completing a Medicare Review Fact Finder
7. The Importance of Cross Selling
8. Series Summary & Review
On this webinar, we’ll briefly review highlights of each topic that was covered. The goal is to make sure Agents:
1. Know Medicare Basics, Health Plan Options, and enrollment practices
2. Know how to market Medicare compliantly via a multi-pronged approach
3. Know how to make a detailed business plan that will best set you up for success in meeting your goals
4. Know how to make the most of each opportunity by cross-selling multiple lines of business and products.
5. Know what to do after the sale to retain business and get referrals.
After this webinar, Agents should be fully set up with the knowledge needed to have a very successful AEP and beyond.
Host:
Codey Loveless, Regional Sales Director – Empower Brokerage
10 AM (PST)
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