October 15 is coming—and if you’re a Medicare professional, you know AEP season doesn’t wait. Whether you’re planning client events, prepping mailers, or trying to keep up with social media, this workshop will show you how to work smarter, not harder using AI with Whitney Barkley of Speakerazzi.
In this hands-on, two-hour session, you’ll learn how to use AI tools to streamline your marketing, save time, and stay top of mind with your clients leading up to AEP. We’ll walk through a realistic marketing timeline and show you how to use AI to create everything from open enrollment letters to video texts and social posts—all without burning out.
✅ How to start using AI—even if you’re not tech-savvy
✅ How to write client letters, emails, and postcards with AI
✅ How to plan and promote your AEP events using smart automation
✅ How to create short video campaigns and video texts with AI tools
✅ How to organize a timeline that works for your schedule
✅ How to activate centers of influence (COI) to spread the word for you
✅ The best free and low-cost AI tools to get it all done
You’ll walk away with practical tools, templates, and a campaign you can follow from now through AEP—plus a clearer understanding of how AI can support your business without replacing your personal touch.
