Overview
Sometimes at different points within the year as an agent, your job will feel like a sprint, sometimes it will feel like a marathon. It is your job to manage the roller coaster of activity, maximize your opportunities and stay organized. In this brief blog we will dive into small actions that can help you have a successful year in Medicare sales.
Recognizing Wins
It is important to recognize your individual and team wins throughout the course of the year. This is a great activity to perform day in and day out as it will promote good mental health and propel you to achieve even more.
Organization Skills
Organization skills are key for keeping a happy and thriving clientele book. Whether you use a CRM platform or just a plain old spreadsheet of your client information, it needs to be put together and organized. Do not let yourself get behind on updating this as it may cost you client's over time.
Client Appreciation
This is a small gesture of appreciation for your client allowing you to walk them through your process. I find sending thank you cards is a great way to show your clients that you care about their needs and will continue to be there for them as their needs change over time. You can include small gifts such as a gift card for Starbucks up to $15 and no more than that number when showing client appreciation through a gift. However, just hand writing them a thank you letter works just as well for showing appreciation.
Reflection
Reflecting on what went well and what did not go so well for whatever season of medicare you are coming out of can be instrumental for increased levels of success and more sales for your next upcoming season. Create an After Action Report (AAR) for the past season is great for this exercise, and is an easy way to itemize your wins and losses.
Preparing For The Next Season
Depending on which season you are on the brink of, it will dictate your approaching. Think of what folks will be able to make changes in this new season, then create a marketing strategy for new business leads. Do not neglect current clients, check in with them periodically and they may even be willing to offer up referrals of people they know who could use your help. Don't give up on a seemingly 'dead end' lead unless the individual explicitly asks you to stop contacting them. Have a good idea of what you would like to accomplish in your upcoming season and go out and accomplish that goal.
