How big is your book of business?

MedicareGal

Expert
25
Hello all! I am new around here, been lurking for a few weeks.

I was just curious how big your Medicare book of business is? How many clients do you expect to see during AEP? Are you an independent agent, do you work for an agency, or captive agent? Do you sell mostly MAPD or Supplements? Do you sell ancillary products as well?

This AEP will be my 5th and I am just wondering if I am behind the mark or doing pretty well. I will be honest I work for an agency and we just let people come to us, we don't really pursue anyone. We just started working some OLD leads recently on life insurance and that has been pretty successful.
 
That's just so no one gets their feelings hurt. :D


You show me your's First

In all seriousness, My goal is to do 100 clients every AEP, Sometimes I am a little below and sometimes a little above, Last year did 130 clients, Some of these are rewrites

My buis is evolving where I am getting more referrals and such and do less on leads, On the other hand leads a getting less and less effective to offset the increase on ref and such

While during the rest of the year I do 80 or so % med supp during AEP I do maybe 50/50
 
You tell us first
My agency (6 agents, 1 full time and 2 part time office staff) has 532 active MAPD's, 1272 active PDP's, and 924 supplement's. One of our agents is primarily ACA, and has an additional 200 policies. My personal book of business is 95 active supplements, 129 PDP's, and 93 supplements. (I have had a lot of clients pass away this year. :sad:)

I work at a family insurance agency, with my husband, my mother, my father in law, and grand father in law. My supplements and MAPD's are pretty well at 50%. I do sell ancillary products. I am just starting in life insurance and final expense. Our agency as a whole is abysmal in this department, IMO. We have always focused on Medicare, but I am wanting to focus more on FE/Life and Annuities.

Our agents had over 850 AEP appointments last year; 147 were my appointments. I don't sell much outside of AEP and work in an office capacity from Jan. through Sept. mostly.
 
Hello all! I am new around here, been lurking for a few weeks.

I was just curious how big your Medicare book of business is? How many clients do you expect to see during AEP? Are you an independent agent, do you work for an agency, or captive agent? Do you sell mostly MAPD or Supplements? Do you sell ancillary products as well?

This AEP will be my 5th and I am just wondering if I am behind the mark or doing pretty well. I will be honest I work for an agency and we just let people come to us, we don't really pursue anyone. We just started working some OLD leads recently on life insurance and that has been pretty successful.


Alot of people are saying it's tremendously bigly. The bigliest and most beautiful they have ever seen .Everyone is now saying it's very, very powerful too - that I can tell you.So big so beautiful..
 
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