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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