After 43 days of prep, tomorrow is day one of AEP and it’s finally here. Today’s reminder: let’s do this.
All your systems, forms, client lists, emails, and trainings have led to this moment. You’re not just filling out applications or explaining plans you’re giving clients peace of mind and helping them feel confident about one of the most important decisions of the year. That’s not small. It’s life-changing.
Stay grounded, take it one client at a time, celebrate the small wins, and trust the process you’ve built. You’re ready. You’ve done the work. Now go serve, support, and succeed.
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You’ve been prepping, organizing, and planning for weeks and now you’re just two days away from AEP. Today’s reminder is for the most important person in this process: you.
You can’t give your best if you don’t protect your energy. Drink water, take short breaks, eat real meals, and check in with how you’re feeling not just how much you’re getting done. Small self-care steps now make a big difference when the season gets hectic.
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Just 3 days until AEP! Today’s reminder it’s not just about policies, it’s about people.
As the season ramps up, it’s easy to slip into transaction mode. But what sets great agents apart isn’t speed it’s connection. Take the time to listen, educate, and build trust.
Every genuine conversation is an investment in long-term relationships that lead to loyalty and referrals for years to come. Serve with care, lead with trust, and the rest will follow.
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Only 4 days until AEP! Today’s reminder the little things matter. Every email sent, form prepped, and checklist completed adds up to a smoother, more confident season.
It might not feel exciting now, but these small wins build momentum and systems that keep you calm when AEP opens. Stay focused, trust the process, and keep moving forward one step at a time.
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5 days until AEP! As your calendar fills, don’t forget to block time for the work that keeps you running applications, follow-ups, and updates.
Protect that space, stay organized, and keep your days flowing smoothly. Your future self will thank you.
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With just six days until AEP, today’s reminder is simple your clients don’t just need a plan comparison; they need you. The trusted expert who can make things make sense, guide them through big decisions, and lead with confidence.
You’ve done the work. You know the process. Now it’s time to trust yourself as much as your clients trust you. Show up prepared, stay calm, and remember you don’t have to be perfect, just present and professional.
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A cluttered digital space can quietly drain your time and focus — especially during AEP. In this episode of Daily Prep for AEP, we’re just 7 days out, and today’s task is all about creating order before the chaos.
Learn how to streamline your emails, organize client folders, clear your desktop, and prep your tools so you can move fast and think clearly when the busy days hit. A clean workspace isn’t just about aesthetics — it’s about efficiency, accuracy, and peace of mind.
🎧 Tune in to get practical steps to declutter, reset, and get ready to perform at your best this AEP.
We’re just 8 days out from AEP, and now’s the perfect time to tighten up your systems and eliminate the chaos that comes with last-minute prep. In today’s episode, we’re talking about one of the simplest — yet most powerful — tools you can create to save time, avoid back-and-forth, and make every client meeting more productive: the pre-appointment checklist.
When clients come prepared, everything runs smoother. You can focus more on strategy and recommendations, not scrambling for missing details. In this episode, we’ll break down exactly what to include on your checklist — from updated medication lists and doctor information to upcoming procedures, pharmacy preferences, and budget notes — plus a few tips on how to deliver it in a way that actually gets completed.
Whether you send it as a PDF, embed it in a JotForm, or include it right inside your appointment confirmation email, this small step goes a long way.
✅ It improves accuracy.
✅ It shortens appointment times.
✅ It helps clients feel confident and engaged.
✅ And it reduces no-shows by getting them invested in the process early.
Remember, clarity creates confidence — for you and for your clients.
Tune in to learn how to create your checklist, what to include, and how to make it part of your smoothest, most organized AEP yet.
We’re just 9 days out, and today’s prep tip is all about staying organized when clients are ready to move forward — but applications can’t be submitted yet.
You might be wrapping up reviews, finalizing plan recommendations, or answering those last big questions. But since you can’t officially submit until October 15, it’s easy for those ready-to-enroll clients to slip through the cracks.
That’s why today’s task is simple but powerful: create a follow-up system.
Whether it’s a spreadsheet, a checklist, or your CRM, build a process to track who’s ready to enroll, which plan they’ve chosen, and when to follow up. Schedule a reminder, log their details, and make sure you’re ready to pick up right where you left off when AEP officially opens.
A strong system now means fewer missed opportunities, smoother enrollments, and a calmer start to October 15.
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AEP always brings surprises — but surprises don’t have to derail you.
In today’s Daily Prep for AEP, the task is to prep a backup plan for clients with complicated needs. Even when you’ve done your homework, doctors drop from networks, prescriptions aren’t covered, or benefits change.
By having alternative plans, a short list by county, a clear script for pros and cons, and benefit summaries ready to send, you’ll pivot quickly and keep clients confident.
What clients want most isn’t just one perfect plan — it’s knowing you’re prepared for anything.
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Why rewrite the same email 20 times when one template will do?
In today’s Daily Prep for AEP, the task is to create templates for your most common emails appointment confirmations, follow-up reminders, missing info requests, plan summaries, thank-yous, and more.
Write one strong version of each, leave space for personalization, and save them in your CRM, email system, or even a desktop doc. Add compliance disclaimers once, and they’re always covered.
The result? Faster communication, less mental clutter, and a consistent client experience that builds trust. Templates now = time saved later.
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A full calendar only matters if people show up.
In today’s Daily Prep for AEP, the task is to tighten up your appointment confirmations. Send a confirmation right after booking, a reminder 24 hours before, and keep the message short, friendly, and clear. Include the date, time, meeting type (phone, Zoom, or in-person), what to bring, and how to reschedule if needed.
Automation tools like Calendly or your CRM can make this effortless. When clients have clarity, they show up — and that means fewer gaps, smoother days, and more productive appointments.
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Your body fuels your business — so don’t run on empty.
In today’s Daily Prep for AEP, the tip is simple: don’t skip meals. During AEP, it’s easy to get wrapped up in calls and applications, but skipping fuel leads to brain fog, irritability, low energy, and more mistakes.
Prep quick, energizing snacks — fruit, nuts, protein bars, veggies with hummus — and block even 15 minutes for lunch. You wouldn’t let your phone die mid-day. Don’t let yourself run out of battery either.
Stay fueled, stay sharp, and give your clients the clear, focused energy they deserve.
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Two weeks out, it’s time to pause the to-do list and focus on mindset.
In today’s Daily Prep for AEP (14 days out), here’s your reminder: you’ve got the skills, the knowledge, and the drive. Every bit of prep, learning, and relationship-building has been leading to this moment.
You don’t need to be perfect — you need to show up, stay consistent, and trust the process you’ve built. Pressure just means you care. Take a breath, look at how far you’ve come, and remind yourself: you’ve got this.
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Not all clients are created equal — some need extra time and care.
In today’s Daily Prep for AEP, the strategy is to use October 1–14 to focus on your most complex cases.
By handling these cases early, you free up mental space, reduce mid-season pressure, and give clients the thoughtful experience they deserve. Flag them now, book them early, and lighten your load later.
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Focus is your greatest asset but only if you protect it.
In today’s Daily Prep for AEP, the task is simple: limit distractions during work hours. Silence non-essential notifications, close extra tabs, tidy your workspace, and block out calendar time for focused work.
Every distraction steals your time, energy, and clarity. Protect your attention like it’s gold, and you’ll be amazed how much more you can get done when your brain isn’t bouncing around.
Efficiency isn’t about rushing it’s about removing friction.
In today’s Daily Prep for AEP, the task is to build your quick access toolkit: one folder or dashboard with the info you reach for 20 times a day. Think writing numbers, carrier contacts, broker portal links, top plan overviews, scope of appointment forms, compliance disclaimers, and your go-to scripts.
Whether it lives in a Google Doc, on your desktop, or even in a printed folder, the goal is the same less time hunting, more energy for serving clients. Build it once, use it daily, and keep your workflow smooth.
Rest isn’t wasted time it’s fuel for your best work.
In today’s Daily Prep for AEP, the tip is simple: sleep is your superpower. During AEP, late nights and long days are tempting, but the more rested you are, the better you think, serve, and sell.
Good sleep sharpens focus, improves patience, reduces mistakes, and helps you bounce back faster. Aim for the amount of rest you know your body needs, then protect it with a consistent routine.
Prioritize your sleep now, and you’ll show up stronger when it counts.
Making a difference isn’t about doing more — it’s about showing up where it matters most.
In today’s Daily Prep for AEP (19 days out), we’re taking a moment to remember why your work matters: you’re not just selling a plan, you’re providing peace of mind.
Every call, every form, every appointment is an opportunity to build trust, explain clearly, and guide clients through one of the most important decisions of the year. The result? Clients who feel confident, cared for, and supported.
Even on busy days, remembering your role keeps you focused on what truly matters — helping people feel secure and empowered.
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Working smarter beats working harder.
In today’s Daily Prep for AEP (20 days out), spend 5–10 minutes reviewing each client’s plan before their appointment. Know their current coverage, upcoming changes, and any updates to medications or providers.
A little prep makes meetings smoother, helps you sound professional, and leaves more time for trust-building, answering questions, and earning referrals. Bonus: a simple client snapshot keeps everything in one place and prevents burnout.
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