Plan Advisors Blog

AEP Time-Saving Marketing Tools, Tips, and Strategies

Posted by Lance Hoeltke on Mon, Oct 26, 2020 @ 07:00 AM

We know how hectic things can get around AEP. There are so many things you have to focus on that sometimes you may lose track of some tasks on your to-do list, including marketing. Suddenly you're in the thick of appointments and paperwork and your marketing efforts won’t be as thorough. 

It may not be at the forefront of your mind, but marketing is actually a really important step for your Medicare business, especially around AEP. Nevertheless, we know you don't have a lot of time, so here are recommended marketing tools, tips, and strategies to make the most impact with the little time you do have:

Time-Saving Automation Tools

Automation tools for things like social media, emails, and blogs can save you valuable time. You can schedule things out days, weeks, or even months in advance. A few hours of hard work can check plenty of your AEP marketing boxes. 

Social scheduling: Using free tools like Hootsuite or Facebook’s internal scheduler makes it easy to share regular content on your social channels. Once scheduled, your marketing messages get dispersed without you ever having to think about them again. Just don’t forget to go back and reply to any comments!

Email automation: Having your clients and leads on a specific email marketing flow makes sure the right messages get to the right people at the right time. Scheduling this out in advance using tools like Mailchimp is a huge weight off your shoulders. 

Blog scheduling: Planning out what blogs you want to post and when might take a minute to think about, but once they’re set using your host’s scheduling tool, that’s it! The only step left is to make sure you schedule a few shares on social, too.

Planning Topics in Advance

Picking your tools and schedule is the easy part. The harder step is planning all of your topics in advance. Giving some thought to this and carefully aligning all your channels — social media, emails, and blog — will be worth it in the end. 

For AEP, you want to make sure you’re sharing all the information beneficiaries need to successfully enroll, change plans, etc.

Gather all of your resources to share and consider every topic you want to cover. Think about the questions you usually get from clients and have posts and emails that answer those questions.

Having this information readily available and appearing directly in their inboxes, helps the beneficiaries prepare for AEP and helps you, too, by answering their questions in advance. It is also a great reminder for beneficiaries that they need to schedule an appointment with you.

List Your AEP Must-Haves

When time for marketing is limited, it's important to prioritize and create to-dos.

Brokers often gain the most value for their business by doing the following:

  • Sharing client testimonials on social
  • Sharing photos from events or meeting when clients are comfortable
  • Sharing AEP breaking news
  • Sharing AEP enrollment and plan reminders

Having a list of content prepared, like the one above, gives you an idea of what marketing opportunities you need to be on the lookout for throughout AEP.

AEP is a busy time for everyone and Plan Advisors wants you to be prepared to help your clients. 

Your success is important to us. Plan Advisors can help you get the AEP marketing support you need. Learn more about utilizing our Medicare marketing specialists.