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.