Post AEP 2021 Survey Results

If you’re like us, you weren’t really sure how AEP 2021 was going to go given the Covid-19 pandemic. There were many obstacles agents had to overcome from learning to work remotely with remote enrollment processes, video meetings, and even how to meet with clients safely if they wanted to meet in person. It’s been a learning curve for all, but now agents are much more equipped and confident in these processes going forward.

We surveyed our agents across the country to see exactly how their AEP went with all the changes and challenges. We are sharing those results with you below and are sure you can relate to many of these issues during this past AEP.

New Business Success:
38% say AEP 2021 was worse than AEP 2020
32% say AEP 2021 was more successful than AEP 2020
29% say AEP 2021 was about the same to AEP 2020

Comfort Level of Clients – Meeting Face-to-Face:
50% were somewhat comfortable
35% were not comfortable at all
14% were very comfortable

Comfort Level of Clients – Meeting Remotely:
50% were somewhat comfortable
35% were very comfortable
12% were not comfortable at all

Percentage of Business Done Remotely
26% of all respondents said 50% of their business was done remotely
23% of all respondents said 100% of their business was done remotely
17% of all respondents said 75% of their business was done remotely
11% of all respondents said less than 10% of their business was done remotely
3% of all respondents said less than 25% of their business was done remotely

Avenues Used to Meet Remotely
91% used Phone
29% used Video Conference Tools (Zoom, GotoMeeting, Facetime)

Agent Comfort Level of Using Remote Enrollments:
50% are very comfortable
30% are somewhat comfortable
20% are not comfortable at all

Tools Used for Quoting & Enrollments:
47% used Carrier Enrollment Platforms
29% used Multi-Carrier Quoting & Enrollment Platform
24% used Paper Enrollments
38% used all of the above tools

Your FMO:
77% of respondents are currently working with an FMO, but 20% of respondents are not happy with their current FMO!

If you’re looking to increase your business for this calendar year, and AEP 2022, reach out to us. We have the tools, resources, and knowledge to help you. We guarantee UIG is like no other FMO you’ve worked with, give us a call to find out how!