ATTENTION ALL MEDICARE INSURANCE AGENTS
Grab your free AEP Action Plan resources below!
With the disruption brought on by the Inflation Reduction Act (IRA), you need to have a solid plan to retain your current book of business and create opportunities for growth. JSA has created the AEP Action Plan to help you navigate both retention and growth avenues this selling season with plenty of best practices, must-have tools and useful materials.
RETENTION TOOLS & RESOURCES
JSA has created a catalog of retention support documents to help you reach your current book of business, educate on the changes brought by the IRA, and prepare them for this year’s plan changes. Download our fillable PDFs below and view our Inflation Reduction Act and RetireFlo videos for more information.
AEP VIDEO MESSAGING
It’s time to step up your messaging about this year’s AEP and the impending effects of the IRA. JSA has made it easy for you to stand out in social media channels with pre-produced video messaging that you can download and share! Just click on the version you like, download the video and share on your preferred social media channels. It’s up to you to customize the text copy any way you like, giving the perfect call-to-action for clients and prospects to reach out to you.
GROWTH
This AEP, and for years to come, present an amazing opportunity to reach more Medicare beneficiaries to help them find their best-fit health coverage. Whether you have a current book of business or are just getting started, here are some tips & tricks and resources to help you GROW.
Host Educational Seminars
There’s a lot of buzz about Medicare and the IRA in the news, but many beneficiaries are in store for big surprises if they haven’t been paying attention. This is a great opportunity to spread awareness of the upcoming changes and to invite them to a seminar. Utilize our IRA Meeting flyers and postcards and bundle with our 2025 Medicare Part D basics presentation.
Spread the Word
Have a list of Medicare prospects and looking to get their attention? We’ve created non-meeting versions of our flyer and postcard to help educate your leads and get more appointments. Have happy customers? Give them a handful of referral cards to share with their friends, alerting them to the importance of checking their coverage this year.
Get Social
Use social media posts to inform and educate your existing clients about the potential changes to their Part D coverage in 2025
Partner with a Pharmacy
With all these Part D changes, pharmacies could see a lot of confusion in January if their customers haven’t reviewed their prescription coverage. We’ve created an introduction letter you can send to your local pharmacies that’s designed to educate them about the upcoming benefit changes, inform them about your services, and offer to partner up to help build trust with their customers. We also have a flyer you can leave behind for the pharmacy to display, designed to capture customers’ attention and inform them about the Part D changes as well.
Partner with JSA and you will be able to find all of these templates and more on JSA’s ProShop Plus with more customization options, social media post options, and the ability to send directly to your database of prospects. To gain access to JSA's EXCLUSIVE full suite of market-leading tools, technology, and services for today's independent agent, request a personal tour with one of our dedicated representatives or call 800-203-0433.
Like what you see?
As JSA continues to develop more free marketing and communication resources for independent agents, such as yourself, make sure to sign yourself up and let us know you want to be included. We hope that this helps in making your business a success! Fill out your contact info and we will be in touch shortly.
*Based on Part D Enrollment Data, CMS August 2024
Check out the world's first Prescription Drug Hourglass and hear from JSA's Chris Hagerstrom about the challenges of this year's AEP.