17 Days Until AEP | Build Your Quick Access Toolkit: Work Smarter, Save Energy
Efficiency isn’t about rushing it’s about removing friction.
In today’s Daily Prep for AEP, the task is to build your quick access toolkit: one folder or dashboard with the info you reach for 20 times a day. Think writing numbers, carrier contacts, broker portal links, top plan overviews, scope of appointment forms, compliance disclaimers, and your go-to scripts.
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