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AEP 2021 Reporting
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Indicates required field
Name
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First
Last
MAPD
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PDP plans
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Medicare Supplements
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Hospital Indemnity Plans
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AOR
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Total Medicare Applications
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Did you participate in ACA?
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Yes
No
Referred to other party
ACA applications
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ACA referrals
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Life insurance or the other products
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ex: 5/ $2125 AP
Primary marketing source ? Store, etc
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Store? Mail? Events? Past clients?
Years or Selling Medicare?
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1 Year
2 Years
3 Years
4 Years
5+ Years
Did you hit your AEP goals?
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Yes
No
Did not have a goal
What would you change for next AEP?
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How can SBC help you for 2021?
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Submit
