Save Time This Annual Election Period (AEP)
The AEP season is always hectic — but the 2025 enrollment season is looking to be even busier than usual. Between carrier updates, new products, recently launched regulations, Scope of Appointment compliance requirements, client communication, lead follow-ups, etc., agents have a lot to do.
To tackle some of this, many senior insurance agencies are turning to automation. Using an agency management system with built-in automation, agencies can save 100+ hours in creating, managing, and sending communications every AEP. This includes emails, text messages, tasks, and compliance-specific messages.
To help your Medicare agency find success and efficiencies this season, we put together some email and text message templates to help you implement automation. These templates will help you understand what you can (and should!) automate this enrollment season.