Preparing for AEP: Early Certifications and Effective Client Communication Strategies

Insurance Business Babes

In this episode of "Insurance Business Babes," hosts Kathe Kline and Joanna Wyckoff delve into the crucial aspects of managing Medicare certifications and plan comparisons. They discuss the utility of creating spreadsheets for comparing benefits between different counties and plans, leveraging a virtual assistant for data entry, and the importance of completing AHIP and UnitedHealthcare Fast Track recertifications early to avoid disruptions. Emphasizing meticulous organization, they recommend updating these spreadsheets, utilizing a HIPAA compliant CRM, attending carrier meetings, and building cheat sheets. With personal anecdotes highlighting the perils of being uninformed, the hosts underscore the vital role of broker managers and advise recording meetings to protect against misunderstandings. They advocate for proactive client communication, maintaining an efficient client pipeline, and utilizing tech tools like Plod for transcribing meetings, all aimed at ensuring thorough preparedness and effective client management.