Open Daily: 10am - 10pm | Alley door pickup 10am - 7pm 3038 Hennepin Ave Minneapolis, MN
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  • Open Daily: 10am - 10pm
    Alley-side Pickup: 10am - 7pm

    3038 Hennepin Ave Minneapolis, MN
    612-822-4611

Open Daily: 10am - 10pm | Alley-side Pickup: 10am - 7pm
3038 Hennepin Ave Minneapolis, MN
612-822-4611
Roadmap to Pre-AEP Success: The Pre-AEP Survival Guide Agents Have Been Waiting For!

Roadmap to Pre-AEP Success: The Pre-AEP Survival Guide Agents Have Been Waiting For!

Horton, Faye Saxon

Paperback

Business GeneralInvesting & Finance

ISBN13: 9798185646823
Publisher: Independently Published
Published: Jul 5 2026
Pages: 32
Weight: 0.13
Height: 0.07 Width: 6.00 Depth: 9.00
Language: English
The Annual Enrollment Period (AEP) doesn't have to be a season of chaos and burnout. If you are ready to stop fire-fighting, wondering how to work efficiently and where to start, the Roadmap to Pre-AEP Success is your essential guide. In this no-fluff handbook, veteran insurance strategist, Faye Saxon Horton, provides the exact blueprint needed to move your business from a state of uncertainty to one of high-performance predictability.

Whether this is your first AEP or your twenty-third, this book strips away the noise and gives you a clear path forward. This book includes:

  • Data Integrity: Ensuring your customer data is ready for effective, high-conversion outreach.
  • The ANOC Intelligence System: Discover why the Annual Notice of Change (ANOC) is your most powerful tool, and, how to use it.
  • Systematic Automation: Master the engine of your agency by using CRM tags, pipelines, and multi-touch automation to ensure that no client falls through the cracks and every appointment is fully optimized.
You get:
  • A Proven Schedule: From the July-August preparation dates to the Pre-AEP period, October 1- October 14. You will walk away with a calendar that keeps you organized and compliant.
  • Compliance Confidence: Get clear, simplified breakdowns of critical CMS updates.
  • Actionable Outreach: Access the specific strategies and email/text workflow templates that you can put into your own words and SEND.
Don't leave your AEP to chance this year. Prepare in advance. The success of Pre-AEP dictates the success of retention and the AEP.

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