Your book is leaking money. Find the holes before AEP.
The AEP-Ready Agent shows you where dropped follow-ups are quietly costing you commissions, what to fix in the 30 days before October 15, and which AI is worth putting on a real book of business. Short, specific, and the checklist works whether or not you ever touch AI.
From the team that has built websites and marketing for thousands of insurance agents since 2009.
Last AEP was a game of 52-card pickup.
An agent we interviewed while building SureBook. The season triples your volume either way; the guide is about deciding now what happens to the details.
What you'll walk away with
- 01
The money hiding in your inbox, counted.
The dropped-ball audit takes twenty minutes and a legal pad, and it surfaces the leads that never got a second call, the referrals you never dialed, and the applications stalled on a client's kitchen table. Agents guess ten open loops. The counts run 25 to 40, and several usually trace to pending commissions.
- 02
A calm October, decided in September.
The 7-item checklist: your book segmented before ANOCs hit mailboxes, paid leads routed to something that answers within the hour, an SOA process that holds when volume triples. The agents who handle these seven by October 1 sell through the season instead of scrambling through it.
- 03
A straight answer on AI, in agent terms.
Which jobs AI reliably does today with the inbox, phone, and CRM you already run: answering the web lead first, keeping the record current, chasing the missing signature. Also what's still a toy, and how to tell the difference before you spend a dime.
- 04
A 20-minute daily routine for the season itself.
The end-of-day sweep that keeps leads answered and follow-ups moving from October 15 through December 7, so the heaviest weeks don't decide which clients get dropped.
By Aaron Kassover, founder of AgentMethods, building websites and marketing for insurance agents since 2009, and of SureBook, the AI backoffice for agents.