2 MONTHS AWAY!
We are two months away from 2019 AEP! Make sure you are ready when 10/1 hits!
What to do this month:
- Certify and get ready to sell
- Organize your book by plan type
- Pro Partners - Get them ready!
- Get active on Social Media
- Seminars - if you are doing them start securing your locations
Thank you for all your questions and comments! Here are some leftovers:
Generic CRM Spreadsheet
Still using paper? Get your prospects and clients on a spreadsheet and when you move to a CRM you can just import the list! Feel free to add, subtract, or change as you see fit!
Who do we recommend for a CRM?
We do not endorse any CRM, but here are 3 we know agents use:
What moves can be done this coming OEP? We mapped it out for you!
There were several mentions of Calendly for scheduling appointments, including just sending a link for this to your clients and letting them schedule their own times. Check it out here: