Turn Oct. 1–14 into productive AEP preparation time with Lead Advantage Pro®
Annual Election Period (AEP) is one of the busiest times of the year for Medicare agents. Once Oct. 15 arrives, every minute matters—and the more you can accomplish before AEP officially begins, the more time you have to focus on your clients and your business.
At EMG Insurance Brokerage, we’re focused on giving our agents and agencies access to tools that help make Medicare business easier to manage. Lead Advantage Pro® (LAPro) is one of those resources, bringing quoting, enrollment and client-management capabilities together in one platform.
This AEP, LAPro’s Agent Initiated Consumer Online Enrollment (AICOE®) Queue can help you get a 14-day head start.
Make Oct. 1–14 Work for You
Beginning Oct. 1, when next year’s Medicare plan information becomes available, agents can begin reviewing plan options with clients and helping them identify plans that may fit their individual needs.
With the AICOE Queue, you don’t have to wait until Oct. 15 to begin preparing those clients for enrollment.
From the quote results in Lead Advantage Pro, you can add a client to the AICOE Queue for their selected next-year plan. Instead of documenting the selection and creating another follow-up task for AEP, you can prepare the next step while the conversation is still fresh.
By the time AEP begins, you can already have a pipeline of clients positioned to move forward.
What Happens on Oct. 15?
Beginning Oct. 15, Lead Advantage Pro automatically starts sending AICOE emails for the plans selected by clients in your queue, with emails sent to up to 30 queued clients per agent each day.
That automation can help eliminate repetitive follow-up work during a period when your time is especially valuable.
Rather than spending the first days of AEP retracing conversations and manually reconnecting with every client, you can spend more of your time answering questions, assisting clients, and pursuing additional opportunities.
The Advantage of Starting Early
Using the AICOE Queue during Oct. 1–14 can help you:
- Build a ready-to-enroll pipeline before AEP officially begins.
- Reduce manual follow-up once Oct. 15 arrives.
- Keep client conversations moving while plan discussions are still fresh.
- Create more capacity during one of the busiest times of the Medicare calendar.
- Spend more time serving clients and growing your business.
Those extra two weeks can make a meaningful difference in how you manage your AEP workload.
See the AICOE Enrollment Queue in Action
Want to see how it works?
Watch the AICOE Enrollment Queue demo to learn how to add clients to the queue and put Oct. 1–14 to work for your Medicare business.
Get More from Lead Advantage Pro
The AICOE Queue is just one of the tools available through Lead Advantage Pro to help EMG agents and agencies work more efficiently, manage Medicare opportunities and support their clients throughout the sales process.
Not using Lead Advantage Pro yet?
EMG agents can request complimentary access and learn how to incorporate the platform into their Medicare business.
