Embracing the Fall Season and Preparing for AEP

As the weather cools and we settle into the fall season, many of us look forward to football games, hot chocolate, cozy sweaters, and kids returning to school. Alongside these seasonal traditions, this time of year also brings the Medicare Annual Election Period (AEP).

If you work in the Medicare space, you’re likely finalizing certifications and preparing for what promises to be another dynamic year in Medicare Advantage and Prescription Drug Plans. To succeed during AEP, efficiency is key—both in technology and time management. That’s where our Medicare Search & Save tool comes in.

Medicare Search & Save

Our platform is designed to streamline your workflow and maximize productivity:
• Input, save, and recall client Medicare data year after year
• Manage Med Supp, MAPD, PDP, and ancillary products
• Track prescriptions, pharmacies, and physicians
• Store Scope of Appointment forms and other documents
• Import/export client lists with ease
• Maintain complete ownership of your data

Built-in CRM Capabilities

Our integrated CRM helps you manage client relationships effectively with features such as:
• Comprehensive client profiles (demographics, policies, Medicare/Medicaid details)
• Friends & family referral tracking
• Calendar and scheduling tools
• Secure document storage
• Detailed notes and activity logs
• Automated email workflows, including:
   – Birthday greetings
   – 65th birthday messages
   – AEP appointment reminders
   – Referral requests
   – Renewal notices (30/60/90-day)

Personalized PURL

Enhance client engagement and referrals with your own Personalized URL (PURL):
• Share with new and existing clients, HR partners, P&C agents, or referral sources
• Obtain permission for contact and receive real-time alerts for new leads
• Customize branding with your own colors and content
• Seamlessly integrate with Medicare Search & Save and the CRM
• Save time, see more clients, and generate more referrals

We understand how busy this season can get. It’s easy to fall into routines, but remember—you’re not alone. We’re here to provide the tools and support you need to make this AEP your most successful yet.

Wishing you a productive season and happy selling,

Angie