Rise

As we approach the halfway point of the current AEP season, a good practice is to take a step back and evaluate your progress. The best way to gauge this progress is by utilizing data to identify areas of success and opportunity. Perhaps some of the strategies implemented in the beginning of the AEP season are not delivering the results you were looking for? Data can be utilized to pinpoint areas needing improvement and lend insight on areas to refocus efforts.

Your AEP data should indicate where your sales are coming from: Which agents have the highest and lowest performance? Which products are getting the most attention? Which regions of your market are experiencing the most traction? With data readily available to sales leadership teams, indicators can be utilized to make decisions on whether to chart a new path or to continue enhancing areas of success as you push through the AEP season.

Every good football coach knows to reevaluate and call for adjustments at halftime. By using data, sales leaders have the tools to focus on the most important information and make mid-AEP adjustments based on market trends or customer behavior.

Don’t wait until the end of the season to reassess your team members and strategies. Visibility throughout the AEP season is key to driving meaningful growth. The topics at a glance that will be discussed are:

• AEP Halftime adjustments
• Utilize data to provide mid-way adjustments for a successful AEP
• It’s halftime for AEP, are you seeing the success you expected? Can you pin-point areas needing improvement?
• Don’t wait until the end of AEP to realize you have a problem. Act now, make adjustments, and get your season back on track.