There are certain questions you should be asking yourself every day, including:

• How can I compliantly reach Medicare beneficiaries during the lock-in period?
• What is my competition doing?
• How can I become more successful?

The answer is that a successful agent is always coming up with new ways to leverage their lead opportunities and generate new business. You may think that you are limited on how you can reach Medicare clients because of the compliance restrictions, but there are many ways to compliantly build your book of business and ultimately earn that steady flow of referrals throughout the year.

The Scope of Appointment (SoA) is like an American Express card, you don't leave the appointment without it. We'll show you how to use this form correctly and compliantly.

Stay on top of your client's minds by using a CRM system, direct mail and social media.