AEP Preparation: The 4 Client Buckets Every Agent Needs

AEP preparation starts in July—not October. In Episode 13 of Medicare Agent IQ, Raul Gonzalez and Oscar Ibieta break down the four client buckets every Medicare agent should build before AEP. Learn how to identify at-risk clients, protect your renewals, organize your CRM, and create a proactive retention strategy before Annual Enrollment Period begins. If your goal is to grow your book of business this AEP, it starts with keeping the clients you already have. In this episode: Why July is the real start of AEP The 4 client buckets every agent needs How to prioritize at-risk clients Client retention strategies that increase renewals Using your CRM to prepare for AEP Compliance reminders before October 1