Book a call with a licensed agent
Finish the reason for the call first. Then offer the review:
If they hesitate or think it's a sales call: "There's no cost and no obligation. It's about 20 to 30 minutes by phone to go over what you have now and what's changing for 2027, so you're not caught off guard in January."
If they say yes, look them up. Use the phone number and last name on your screen.
Never talk about plans, benefits, costs or other carriers. If they ask: "That's exactly what your agent will go over with you."
My clients
Your active clients to call for their AEP review. Tap a number to dial, then Book to put them on your calendar. Do Not Call, complaint and cancelled clients are left off. This list is for calling only; don't copy or share it.
Master view
Every booking, rep and agent. Updates when you open this tab.
Bookings
CS reps
Lookups = members looked up. Booked = appointments made. Booking rate = booked ÷ members found.