Roadmap to Pre-AEP Success

The Annual Enrollment Period (AEP) doesn't have to be a season of chaos and burnout. If you are ready to stop "fire-fighting", wondering how to work efficiently and where to start, the Roadmap to Pre-AEP Success is your essential guide. In this no-fluff handbook, veteran insurance strategist, Faye Saxon Horton, provides the exact blueprint needed to move your business from a state of uncertainty to one of high-performance predictability.

Whether this is your first AEP or your twenty-third, this book strips away the noise and gives you a clear path forward. This book includes:

• Data Integrity: Ensuring your customer data is ready for effective, high-conversion outreach.
• The ANOC Intelligence System: Discover why the Annual Notice of Change (ANOC) is your most powerful tool, and, how to use it.
• Systematic Automation: Master the "engine" of your agency by using CRM tags, pipelines, and multi-touch automation to ensure that no client falls through the cracks and every appointment is fully optimized.

You get:

• A Proven Schedule: From the July-August preparation dates to the Pre-AEP period, October 1- October 14. You will walk away with a calendar that keeps you organized and compliant.
• Compliance Confidence: Get clear, simplified breakdowns of critical CMS updates.
• Actionable Outreach: Access the specific strategies and email/text workflow templates that you can put into your own words and SEND.

Don't leave your AEP to chance this year. Prepare in advance. The success of Pre-AEP dictates the success of retention and the AEP.