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Katie Owen

Katie Owen

DJ

Sep 3, 2026

0:18
The Medicare agents that are listening to this, what should they be going through to make sure that they are ready for AEP?
0:26
Well, first off, thank you so much, Alex, for having me.
0:29
It's super exciting to be on here and an honor.
0:32
And yes, you know, so many AEPs, so many fourth quarters.
0:38
I've actually had 23 fourth quarters in the insurance business.
0:41
Wow.
0:42
seven of them with medicare and the first four or five weren't that great i wrote people but i got sick i got an eye twitch i missed important family gatherings i didn't even start preparing for christmas until you know a few days before christmas because i was so overwhelmed so burned out i even considered just quitting insurance altogether quite a few different fourth quarters So then I decided, you know what, there has to be a better way.
3:43
I think having a CRM is a critical piece for a successful AEP.

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