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AEP Leadership Challenge – Business Simulation
Regardless of the positive outlook of the Calisota region, the retirement dollars of seniors on a low and fixed income have been stretched by inflation and it is expected that many will be looking to shop around and switch during AEP. With only 17% of seniors strongly trusting their health insurer and 9% strongly trusting their agent, the industry faces a trust challenge that those who differentiate themselves could potentially turn into a great opportunity. In this competitive industry, every MA Organization and their sales channels are under increasing pressure not only to produce but to also generate leads and increase conversion rates.
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Simulation Directions
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Description of the Market and Region
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Challenges & Opportunities
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BUSINESS NEWS AND DECISIONS – PART 1
00:00
Desicions – Part 1 (Entry Form)
00:00
BUSINESS NEWS AND DECISIONS – PART 2
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Desicions – Part 2 (Entry Form)
00:00
AEP Leadership Challenge – 2022 Sales Conference

Thank you for taking part in this mini simulation. The goal of the simulation is to sharpen strategy execution and focus as you anticipate and confront different challenges and opportunities before and during AEP.

The Process
This simulation is not just about making decisions. It is more about the process the process of analyzing, discussing and collaborating with your team members to arrive at the decisions. That is where the learning and the sharpening happens. To that end, be sure to prioritize engagement and learning from your team members during this process.

The Competition
There are 5 teams in this simulation including yours. Each team will make about 7 business decisions in the simulation. Decisions will be arrived at through discussions and selection of one of the options provided for each business case. In most instances, teams will also have the opportunity to come up with a custom solution and refrain from selecting any of the provided options. Providing a custom solution will earn your team some bonus points especially if the custom solution is determined to be of a better quality by the judges.

Activities
You will complete up to 2 exercises during the simulation. The exercises include a SWOT analysis of your market and a plan for educating and persuading brokers, providers and other community partners that yours is “the company to keep” this AEP and beyond.

Participants
You will be competing against the following teams in the simulation. You are expected to come up with a creative name and slogan for your team. Additional creativity may also earn you bonus points.

Exercise Files
Sim Manual.pdf
Size: 2.05 MB
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