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.