Your review is done. AEP

[sshafran]

I've had to tell multiple people this year that their review is done - and essentially, stop bothering me.

They call - I review - I recommend a change if it'll save them a "relatively significant" amount (PDP usually it needs to be $120/yr or more - Med Supp $20-25/mo or more).

When I make the recommendation - I send them an enrollment link (sunfire quote linked to the recommended plan) and instruct them to self-enroll.

..... time passes....

Then they call back w/follow-up questions.... tying up my phone line.

Then they get confusing info from others - then ask for advice. Then they send an e-mail...

I've told several people - especially in the last few days:

"Hi ___, I already reviewed your plan on 10/22 and gave you a recommendation. I sent you the link to change.

The review is complete.

I recommend __.

If you want to change, great - if not, then stay with what you have."

I hate AEP, lol.

(Just now, I marked one guy in my CRM - "Don't review his PDP - tell him to call 1-800-Medicare - he doesn't listen")

[in other news, Scott can use a nice cup of coffee this morning - he's getting a little grumpy.]

 

[somarco]

Scott can use a nice cup of coffee this morning

Kirkland (Costco) Ethiopian Whole Bean Organic is good. You can order online. $40 for 2 two pound bags. Free shipping via UPS.

 

[Russ]

I've had to tell multiple people this year that their review is done - and essentially, stop bothering me.

They call - I review - I recommend a change if it'll save them a "relatively significant" amount (PDP usually it needs to be $120/yr or more - Med Supp $20-25/mo or more).

When I make the recommendation - I send them an enrollment link (sunfire quote linked to the recommended plan) and instruct them to self-enroll.

..... time passes....

Then they call back w/follow-up questions.... tying up my phone line.

Then they get confusing info from others - then ask for advice. Then they send an e-mail...

I've told several people - especially in the last few days:

"Hi ___, I already reviewed your plan on 10/22 and gave you a recommendation. I sent you the link to change.

The review is complete.

I recommend __.

If you want to change, great - if not, then stay with what you have."

I hate AEP, lol.

(Just now, I marked one guy in my CRM - "Don't review his PDP - tell him to call 1-800-Medicare - he doesn't listen")

[in other news, Scott can use a nice cup of coffee this morning - he's getting a little grumpy.]

Most of the ones I deal with either don't have a computer OR know how to use it. You're ahead of me in that regard.

 

[kgmom219]

We have got to get you a phone person.

And train the clients better, too, during the sales process.

 

[sshafran]

We have got to get you a phone person.

I have someone in the office.

It's my understanding that she can't discuss anything really insurance-related w/o a license.

I'm having her do these types of calls

• "Scott said he got your e-mail, but he already looked at that option and is still recommending keeping as-is"
• And "Scott reviewed and needs to set up a quick call to discuss a change he's recommending"

I'd like to eventually train her do actually assist on the PDP reviews - i.e., beyond data entry - i.e. run S&S program & analyze but the e-mail still comes from me, not her. Currently she does update Rx lists.

It has been helpful - I do need to at some point either get her a license so she can go further in explaining and maybe even just handling the PDP changes... or I need to hire an LOA. OR, I just need to slow down a bit and be OK w/ around 1300 active. Part of me doesn't want to bring on more new... another part of me says keep growing it.

Growing pains.

 

[Yagents]

It has been helpful - I do need to at some point either get her a license so she can go further in explaining and maybe even just handling the PDP changes... or I need to hire an LOA. OR, I just need to slow down a bit and be OK w/ around 1300 active. Part of me doesn't want to bring on more new... another part of me says keep growing it.

Growing pains.

That is exactly where I am, at maximum capacity and hitting a crossroad. Train already licensed wife (estate purposes), or stop taking referrals.

 

[ValeRosso]

Wait...your clients call YOU? I’ve always called them for a review. Do you just tell them to give you a call around AEP time?

 

[somarco]

Wait...your clients call YOU? I’ve always called them for a review. Do you just tell them to give you a call around AEP time?

There are a few of us that field incoming calls and email vs hunting them down. "Mom" and I also have clients call/email for reviews and other questions.

Train them right in the way they should go, and when they are older they will not depart from that . . .

 

[Chazm]

Wait...your clients call YOU? I’ve always called them for a review. Do you just tell them to give you a call around AEP time?

Once you get to certain number of clients, it’s impossible to call them. I send out 3 emails starting in late Sept. I include a form to fill out (JotForm) and then include my Calendly link to schedule phone/zoom appts.
I was very surprised of the response this year. Very high.

 

[MedicareAgent]

my clients all get emails saying, send me your dr's and drugs and i'll let you know what plan to be in. I cannot call every one of them, book is to big.