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Podcast: Episode 52

February 2, 2021

Medicare OEP continues for another two months, and if you are wondering what you can do this OEP for your clients, Podcast: Episode 52 is for you.  The Brokerage Inc.’s David Ireland shares some strategies on How to be successful this Medicare OEP!

Click here to watch the YouTube version.

David Ireland shares his strategies on Medicare OEP

How to Be Successful this Medicare OEP

Medicare OEP runs from January 1st through March 31st.  It’s designed for Medicare patients to be allowed to make one change to their current policy.

Some of the reasons to make a change can include:

  • Buyers remorse
  • They were put in the wrong plan
  • Doctors aren’t in their network

In this Episode you’ll Also Learn:

  • How to be compliant when approaching your clients
  • Who you can and can’t talk to during OEP
  • The language you should and shouldn’t be using
  • How to call on your clients
  • And so much more!

David also shares his strategy on how to keep track of each of your clients.  He offers some suggestions on creating a spreadsheet that includes all of their personal information, the plans they are in, their Primary Care Physician, their lead source and so much more.  You will learn so much more about Medicare OEP in this episode.

And you can also catch up on previous Broker Link episodes in our Podcast library here! 

Remember The Broker Link is new every Tuesday – Wherever you get your podcasts

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