• Be sure your address is up to date with our contracting department. Verify your current address on file with us on our CignaforBrokers portal.
• Review your customer list and plan for renewals. Log in to SalesForce and pull a report of your current book of business to plan for renewals.
• Pay special attention to any life changes that may change your customer’s needs. A move, change in marital status, a diagnosis of a chronic health condition – all can impact the plan that best fits your customers’ needs. Check in to see if a better option may be available for 2022.
• Plan for lead generation by updating prospect lists, developing advertising, and direct marketing programs. Familiarize yourself with our CustomPoint portal for marketing collaterals like flyers, mailers, and signage. While we can’t wait to show you what we’re planning for 2022 and will have materials for AEP loaded as soon as we can, you can learn how to use the site and determine the types of materials that will best align with your marketing strategies for AEP.

And while you’re preparing for AEP 2021, don’t forget to build in time to get certified to sell for 2022! We will release our certification by July 1, so stay tuned to learn more over the next few weeks! All the best,