What Medicare Agents Should Be Tracking During AEP

AEP is here—but do you actually know what you're working toward? In this episode of the Medicare Sales Playbook, Dallas and Matt break down how to set AEP goals that give you something to do TODAY instead of just a number you hope to hit by December. They walk through how to reverse-engineer your production goals, determine the activity needed to reach them, and focus on the things you can actually control throughout AEP. You'll also hear why protecting your existing book should come first, how to use AEP to generate referrals and future cross-selling opportunities, and why you can't stop building your pipeline just because you're busy. Plus, Dallas and Matt discuss some of the less obvious things agents should be tracking—from referrals and cross-sell appointments to personal habits, energy, and the rewards that keep you motivated when AEP gets tough. In this episode: How to reverse-engineer your AEP goals Why activity-based goals matter Protecting your existing clients first Setting retention and new business goals Tracking referrals and cross-selling opportunities Continuing to build your T65 pipeline during AEP Creating rewards that actually motivate you Staying healthy and connected with your family during a busy season Why tracking this AEP makes you better prepared for the next one Don't just aim for "more apps." Know what you're trying to accomplish, determine what it takes to get there, track it, and go to work. Subscribe to the Medicare Sales Playbook for more strategies, conversations, and practical tools to help you build a stronger Medicare business. Connect With Us: Website: https://medicaresalesplaybook.com/ Instagram: https://instagram.com/themedicaresalesplaybook TikTok: https://www.tiktok.com/@medicare.sales.pl Facebook: https://facebook.com/medicaresalesplaybook