Beyond AEP: The Importance of Annual Plan Reviews and Medicare Client Retention Strategies

Beyond AEP: The Importance of Annual Plan Reviews and Medicare Client Retention Strategies

The Annual Enrollment Period (AEP) is undeniably a critical time for insurance agents. This is when more decisions are made, plans are adjusted, and goals are achieved. But what truly sets top agents apart is not just how they perform during AEP – it is what they do...