11 Days Until AEP | Use Templates for Common Emails

In today’s Daily Prep for AEP, the task is to create templates for your most common emails appointment confirmations, follow-up reminders, missing info requests, plan summaries, thank-yous, and more.

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10 Days Until AEP | Have backup plans ready for clients with complicated needs.

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12 Days Until AEP | Keep It Simple: Clear Appointment Confirmations