Free Live Virtual AEP Workshop Wednesday, August 5th

Medicare Agents: Stop Letting AEP Eat Up Your Calendar.

AEP is coming faster than you think. If your AEP strategy relies on doing free reviews, swapping plans, and working 14-hour days with nothing to show for it… you don't have a system. You have a seasonal customer service job. Build the systems now to maximize your Q4 profitability.

Free to attend · No card required · Replay not guaranteed

The PlaybookAEP Edition
DateWednesday, August 5th
Time10AM – 2PM Central
WhereLive on Zoom · Virtual
AdmissionFree · Seats limited
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October 15th To December 7th. Fifty-Four Days.

AEP Doesn't Break Agents.
Their Systems Do.

You already know how it goes. The phone starts in October and doesn't stop. Your book wants plan changes, formulary answers, and a rundown of what moved this year. Every appointment on the calendar is service you don't get paid for. New business sits in the follow-up pile because there is no room left in the day. You work fourteen-hour days for eight straight weeks, hit January flat, and the book looks about the same as it did in September.

That isn't an effort problem. You outworked everybody. It's an operating problem — and October 15th is the last day it's cheap to fix.

We've spent ten years building the operating model our own agency runs during AEP. On August 5th the entire COACHG executive team walks you through it, start to finish, so the season runs on a system instead of running through you.

OptimizeMore Revenue

You're already sitting across from them. Stop leaving the rest of the conversation on the table and make the appointment you're taking anyway worth more.

AmplifyMore Leads

Fill October before October fills itself. A pipeline built in August is the difference between choosing appointments and taking whatever calls in.

ScaleMore People

Hire and train before the rush, not during it. If every appointment still has to be yours, the season has a ceiling and you already know where it is.

One Team. Every Angle Of The Game.

The Roster.

To scale, your systems must talk to your sales, and your hiring must align with your media.

01
Chase GrueningLeadership & Execution
Run Your Most Profitable AEP EverBreaks down the leadership discipline and the high-level execution required to run your most profitable AEP ever.
Chase Gruening
02
Emily Gruening & Ashton PalazzoloBrand & Communication
Keep The Talent You HireShow you how to align your internal culture with your external brand so you keep the talent you work so hard to hire.
Emily Gruening
03
Travis GoveiaSales Discipline
Lock Down The PipelineShowing you how to increase your revenue per review, and your team how to turn leads into closed contracts through daily reps — so your pipeline is locked down ahead of the AEP rush.
Travis Goveia
04
Matt MonacelliSystems & Architecture
Built For Massive Lead VolumeWalks through the technical infrastructure and marketing funnels built to handle massive lead volume without breaking during peak enrollment season.
Matt Monacelli
05
Keegan PowellMedia & Attention
Command Attention In A Crowded MarketDives into media and content creation, showing you how to build a presence that commands attention in a crowded market.
Keegan Powell
06
Chris HuntTalent Acquisition
The Full Blueprint On HiringGives you the full blueprint on hiring — how to find, vet, and onboard the extra support or producers you need in place before October.
Chris Hunt

Want The Room After The Room?

General admission gets you the four-hour workshop. VIP gets you the extended working session with Chase and the executive team, the full template vault, and the AEP replay to run with your staff.

See VIP Access

Proof

What COACHG Members
Have To Say.

Results shared are the experiences of individual COACHG members and were provided voluntarily. Results are not typical, individual results vary, and no earnings or performance outcome is guaranteed. Members received no compensation for these statements.

The PlaybookAug 5 · Free