The Agents Confidential Podcast

10 Days Until AEP | Stay Ready: Build Backup Plans for Clients


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AEP always brings surprises — but surprises don’t have to derail you.

In today’s Daily Prep for AEP, the task is to prep a backup plan for clients with complicated needs. Even when you’ve done your homework, doctors drop from networks, prescriptions aren’t covered, or benefits change.

By having alternative plans, a short list by county, a clear script for pros and cons, and benefit summaries ready to send, you’ll pivot quickly and keep clients confident.

What clients want most isn’t just one perfect plan — it’s knowing you’re prepared for anything.

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The Agents Confidential PodcastBy Fynch

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