AEP Preparation: The 4 Client Buckets Every Agent Needs

AEP success starts long before October! In this episode, Raul and Oscar explain how to organize your clients into four priority buckets, identify at-risk members, improve retention, and prepare your book of business before the Annual Enrollment Period begins.

If you want to keep more renewals and make AEP less stressful, this episode gives you a practical framework you can start using today.