Episode #25
The Nine Step AEP System Every Medicare Agent Needs Before October
Episode 25 – The Nine Step AEP System Every Medicare Agent Needs Before October For the first four or five years of her Medicare career, Katie Owen wrote business during AEP but paid a brutal price for it. Eye twitches. Missed family gatherings. No Christmas preparation until days before. And more than a few seasons where she seriously considered walking away from insurance altogether. Then she decided there had to be a better way. And she built a system that changed everything. In this episode of the Agency Acceleration Lab, Alex Branning sits down with Katie Owen — a Medicare expert with 23 fourth quarters in the insurance business — to talk about the nine step AEP process she built that turned her most stressful season into her most productive one. Katie breaks down how she uses her CRM to automate client communication from start to finish, why she stopped doing plan reviews live and what she does instead, the one automation most agents forget to set up that costs them hours every single AEP, and how she generates consistent referrals through doctor relationships and strategic partnerships without ever chasing anyone down. In this episode you will learn: Why Katie almost quit insurance during AEP and what finally changed everything for her The nine step client process she uses every AEP to stay organized and profitable How to use tags and workflows in your CRM to automate client communication from start to finish Why doing plan reviews live is one of the biggest time wasters in Medicare and what to do instead The tool she uses to collect client drug and doctor information before ever getting on the phone How to communicate plan review results to clients without scheduling a call for every single person The one automation most agents forget that costs them hours every single AEP season Why sending a text five minutes after every email dramatically increases response rates How she uses doctor relationships and strategic partnerships to generate consistent referrals How she has woven annuities long-term care and life insurance into her Medicare agency to maximize revenue per client If you are a Medicare agent heading into AEP and you are still running everything manually, this episode is going to change how you think about the next ninety days.
