The Pre-AEP Marketing Checklist for Medicare Agents

AEP is coming, and the marketing work you do before the busy season can make a major difference in how much time you have to focus on clients once it begins.

In this episode of AmeriLife Marketing Mentors, Jo Barker and David Belleville walk through a Pre-AEP Marketing Checklist designed to help Medicare agents audit their marketing, get organized and prepare key campaigns ahead of time.

Jo and David discuss how to improve your Google Business Profile and local search presence, create educational content that builds trust, segment your email lists, prepare nurture campaigns, use AI to support content creation, repurpose one idea across multiple channels and build reviews and referrals into your marketing system.

You’ll also hear why consistency across your website, social media profiles and online directories matters for local search, how educational content can help prospects get to know you before reaching out and why email marketing should be a priority heading into AEP.

Topics covered:
• Preparing your marketing before AEP
• Google Business Profile optimization
• Local SEO for Medicare agents
• Building trust through educational content
• Email segmentation and nurture campaigns
• Using AI to support content creation
• Content repurposing
• Social media during AEP
• Reviews and referral marketing
• Email marketing preparation

Chapters

• (00:00:00) - Coming into AEP: What You Need to Know
• (00:00:53) - Preparing for AEP
• (00:01:57) - How to Optimize Your Google Business Profile for the Winter
• (00:04:51) - Jo Barker on SEO and Local Near Me Searches
• (00:06:32) - Building Trust: The Content Approach
• (00:10:20) - Anticipation of AEP
• (00:11:51) - One email sequence for AEP preparation
• (00:13:02) - How to Write Content for AEP in 2020
• (00:14:38) - How to create a month's worth of content in one day
• (00:16:41) - Social Media
• (00:17:53) - Referral Marketing
• (00:20:12) - AEP: Email Marketing