20 Days Until AEP | Prep Like a Pro: Smoother, Faster, More Impactful Appointments

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The Agents Confidential Podcast

Fynch

76 episodes

6 days ago

Agents Confidential delivers high-level strategies, insider tips, and candid conversations tailored for ambitious agents. Whether you’re aiming to scale your business, sharpen your skills, or stay ahead in a competitive market, this podcast provides the tools and motivation you need to thrive. Join us for exclusive insights from industry pros, actionable steps to reach your next big milestone, and a healthy dose of real talk to keep you inspired along the way. Your future starts here—confidentially, of course.

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20 Days Until AEP | Prep Like a Pro: Smoother, Faster, More Impactful Appointments

The Agents Confidential Podcast

2 minutes 1 second

1 month ago

20 Days Until AEP | Prep Like a Pro: Smoother, Faster, More Impactful Appointments

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.

👉 Join our Facebook group for Medicare, Health, Life & Annuity Agents!
www.facebook.com/groups/agentsconfidential/