Reflect on AEP success and set intentions for the year.

‍The first days of the new year are a perfect time to pause and reflect on where you’ve been and where you want to go.After the intensity of AEP, January often feels quieter, but that calm is a gift. Use this time to think about the successes you achieved in 2024 and set actionable goals for the months ahead.

• Celebrate Success: Take a moment to acknowledge your wins from the past year. Did you hit a sales target? Build your book of business? Cross-sell a new product line? Even small achievements deserve recognition.
• Evaluate Challenges: Reflect on what didn’t go as planned. What were the bottlenecks or hurdles? What would you do differently this year?

Research Spotlight:

Did you know you're 33-42% more likely to achieve your goals if you write them down? According to a study led by Dr. Gail Matthews at the Dominican University of California, writing goals increases accountability and clarity, which leads to higher success rates.

Today's Task:

‍Write down one specific goal for Q1. Bonus: Share it with a colleague to keep yourself accountable.

Related Resources:

• A Medicare Agent's Guide to the AEP Post-Mortem
• ‍How Insurance Agents Can Get Out of the Dreaded January Sales Slump
• ‍The Ultimate Guide to Setting Meaningful Goals