Preparing for AEP:
Best Practices and Agent Organization

This training is designed to equip agents with the strategies and organizational tools needed to maximize success during the Annual Enrollment Period (AEP). Participants will explore proven best practices, from time management and client outreach to documentation and compliance.

The session also provides tips on building an efficient workflow, prioritizing high-value activities, and staying organized under the fast pace of AEP. By the end of the course, agents will be fully prepared to approach AEP with confidence, efficiency, and professionalism.
Format

Virtual

Date

September 30th
12:30pm EST

Language

Español

Translated captions available
Duration

1 - 1.5
Hours

Meet your instructor

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Rosa María Cordero Martel

Assistant Manager for NHP (Texas)
Rosa María Cordero Martel serves as Assistant Manager at NHP, representing the state of Texas. She also works as a trainer for the Medicare and ACA programs. With a strong commitment to agent development, Rosa María focuses on guiding and supporting new agents throughout their training process, equipping them with the tools needed to excel in sales and effectively navigate the platforms associated with these programs. Her mission is to provide the knowledge and guidance necessary for each agent to reach their full potential and achieve lasting success in their careers.