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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