What is your AEP Goal for new business?

[SeaSideJB]

Relatively new in the industry, I am curious what everyone's AEP goals are.

I know it should be as many as possible, but do you have a number you aim for?

I know some agents mainly use AEP for maintaining and updating. For those that have large books what is your balance?

 

[hockeyday]

Relatively new in the industry, I am curious what everyone's AEP goals are.

I know it should be as many as possible, but do you have a number you aim for?

I know some agents mainly use AEP for maintaining and updating. For those that have large books what is your balance?

100 new to me, and maintain and up date,

 

[Medicare bro]

This is my second year and so far I’m at 150 with 30 HI and 10 cancer and 50 home health plans.

 

[InsuranceGuy29]

I've been in the game for a while, so I really don't have any. Your first 5-6 years (and especially those first 5 or 6 AEP's), you should just focus on building up as much as possible (while retaining of course). After that, AEP becomes more about retention and snapping up some referrals here and there. Eventually, if you're doing it right, it'll get big enough to where you can't take on too many new people.

 

[SeaSideJB]

This is my second year and so far I’m at 150 with 30 HI and 10 cancer and 50 home health plans.

How do you conduct business tele or in person majority?

 

[axeman462]

 

[Medicare bro]

How do you conduct business tele or in person majority?

90% in person and 10% tele. Let me know if you need any tips or advice.

 

[frank04]

120 new apps and 95% retention