How Not To Suck At AEP: Stop Losing Your Clients

Writing more AEP sales doesn’t mean your Medicare book is growing—if you’re losing clients while gaining new ones, you’re just running in place.

In this episode, Raul Gonzalez and Ernest Arredondo break down how top agents protect their book during AEP while still writing new business.

They cover client retention, simple follow-up systems, CRM use, and how to avoid dropping the ball when things get busy.

Chapters:

02:05 — Don’t Ignore Existing Clients During AEP

04:49 — How Client Service Builds Your Book

08:01 — Managing Client Calls & Follow-Ups During AEP

13:02 — Client Retention, Renewals & Referrals

21:22 — CRM & Follow-Up Systems for Medicare Agents

27:07 — The Real Goal: AEP Growth, Not Just Sales