Your CRM can make or break your AEP. With 36 days to go, today’s task is to update your client database so communication is smooth, fast, and stress-free when the busy season hits. Double-check email addresses, phone numbers, mailing info, and notes on renewals or follow-ups, and centralize everything in one place.
It’s not flashy, but clean data = fewer mistakes, faster responses, and a better client experience. Future you will thank you.
Want accountability and support along the way? Join our Agent Community Facebook group to connect with others preparing for AEP.
