Episode 023 | Your Mid-Year Agent Reset

Written By Yana Muenzenmeyer

The AEP prep episode you’ll wish you listened to sooner... AEP success starts now. This mid-year reset episode helps you get clear on what’s working, what’s not, and how to prep smarter, not harder. 

From system fixes to client strategy, it’s your blueprint for a calmer, more profitable busy season!

In This Episode, We Cover:

  • Reviewing your Q1 and Q2 goals — what worked and what didn’t

  • Checking key client metrics like retention and follow-up

  • Identifying what you’ve been avoiding before it becomes a problem

  • Noticing what tasks feel energizing vs. draining

  • Cleaning up your CRM and tagging priority leads

  • Prepping your Scope of Appointment systems and reviewing plan updates

  • Scheduling your marketing content and locking in lead sources

  • Blocking off time for rest, meals, and self-care during AEP

  • Reviewing your income, expenses, and campaign ROI

  • Simplifying your systems and delegating what you can

  • Making sure your messaging attracts the right clients

  • Cutting out busywork and doubling down on what drives results

Yana Muenzenmeyer
Next

Episode 022 | Your Website = Your First Impression: What every agent needs