10 Agents Share Their AEP Strategies for 2024 [Video]

Many agents are taking proactive steps to better prepare for the fast-paced environment of Q4, which promises to be a bit more hectic than usual this fall. 

But what exactly are the top-performing agents planning to do differently this year?

To find out, I spoke with 10 agents who consistently rank at the top of our production reports. Here’s what they had to say.

Why This AEP Is Different

This year’s AEP is shaping up to be one of the busiest in recent memory. Several factors are converging simultaneously: the Part D redesign from the Inflation Reduction Act, the CMS Final Rule, One-to-One Consent regulations, and the Election Year Effect.

Add to that the fact that many industry insiders predict 80-90% of Medicare Advantage (MA) and Prescription Drug Plan (PDP) policyholders will receive negative Annual Notice of Change (ANOC) letters. Deft Research is even forecasting that 40% to 70% of policyholders will be Shoppers & …