Your Pre-AEP Preparation Check List

  • Originally published September 26, 2018 , last updated August 13, 2019
  • Lead Advantage Pro, leads, CMS, AEP, Medicare Supplement, Medicare Advantage
Your Pre-AEP Preparation Check List

The Medicare Annual Enrollment Period (AEP) is coming soon. Successful agents likely have their strategy in mind and a plan in place. It’s almost time to execute. Are you prepared and equipped? Your SMS Marketing Consultant can help you hit the ground running. Here’s an AEP checklist to help you be ready.

1 —Make Sure You Are Licensed, Appointed and Certified
Before October, you probably have your licensing and carrier certification complete. But maybe you are a bit late to the game, or want to expand your business to neighboring state or add a new product or carrier. Your Marketing Consultant can review all of your appointments with you. You don’t need to hunt to find carrier certification sites. The AEP Agent Central section of the SMS website has them assembled and organized by carrier. There’s even a handy “cheat sheet” for reference.

2 – Get Your Supplies
Once you’re certified, you can order your supplies. SMS makes it easier for you to order marketing materials and enrollment kits. There’s another useful “cheat sheet” in AEP Agent Central that provides step-by-step directions to ordering supplies from every carrier that works with SMS.

3 – Identify Lead Sources and Prospecting Tools
Leads are critical to success. Have you uncovered enough to jump start your 2019 sales cycle? SMS can help you find and develop leads, whether it is direct mail or Internet leads you’re looking for. We can also provide exclusive offers on technology like a useful prospect mapping tool. Call your SMS Marketing Consultant to develop the right plan for your business.

4 - Refresh Your Lead Advantage Pro Skills
Lead Advantage Pro is the exclusive all-in-one sales management tool from SMS. As you prepare for AEP, are you up to date on all the things Lead Advantage Pro can do? We’re continually adding innovation to the system. This year, it includes the Rx Import service for your clients. Call your Marketing Consultant to brush up your skills, or watch our recurring webinar series on using Lead Advantage Pro.

Once you’re fully equipped to execute your AEP plan, you can make 2019 your most successful year ever. Contact a Marketing Consultant if you have any questions about carriers, certification, supplies, leads or SMS technology. Call 1.877.645.0147 to get connected.


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