Wrapping up AEP is more than just submitting an application and filing the client away until the next year’s AEP. It’s about checking applications, following up with clients, and tracking commissions. Follow these three easy steps to make sure you have finished AEP thoroughly.

AEP Wrap Up is as Easy as 1-2-3!

  1. Check all applications submitted in producer portals. If issues arise with an application, use the appropriate steps to get the issue resolved with the carrier. This will ensure the policy is issued in a timely manner.
  2. Follow up with the client to make sure they have received their enrollment packet, and ask if they have any questions about their new plan. The most important key to client retention is following up with them.
  3. Track commissions in each carrier’s portal. Maintaining a database will help with tracking the commissions for each client.

Creating a well-organized system for each step of AEP will help you stay organized, so you are able to focus more on the client’s needs.  Now that you have completed all the necessary steps to wrap up your AEP, grab that cup of hot cocoa, get comfortable by that fire, and rest up for OEP!