Mid-Quarter Momentum: Tracking Success Early in the Year

March is the perfect time to pause, reflect and measure progress on your 2026 goals. Tracking now ensures you’re on pace and allows you to adjust before AEP planning begins later this year. Use this framework to maintain momentum and sharpen your focus for Q2.

Review Performance Against Production Goals
Compare your Q1 activity to the goals you set in January, including consultations, enrollments and retention rates. Identify which tactics drove results and where execution fell short. Look for patterns such as channel performance or follow-up timing that explain outcomes, and document lessons learned so you can apply them in Q2.

Conduct a Retention and Satisfaction Check
Assess client satisfaction through quick surveys, call notes and support tickets. Flag members who could be at risk due to benefit misunderstandings, provider access challenges or service issues. Prioritize outreach to these individuals with tailored support and education to strengthen retention before problems compound.

Review Your Pipeline and SEP Opportunities
Examine your current pipeline to confirm you have enough qualified leads for spring. Identify Special Enrollment Period opportunities stemming from life changes such as moves, loss of coverage or provider network shifts, and make sure you have a clear path to engage those prospects. A balanced pipeline reduces pressure later and sets up a smoother run into mid-year.

Invest in Professional Growth
Sharpen your skills with targeted training, webinars and industry resources that address current trends, compliance updates and consultative selling techniques. Continuous learning keeps you competitive, boosts confidence in complex conversations and often yields immediate improvements in your member interactions.

Adjust Strategy for Q2 Momentum
Use what you’ve learned to refine your approach. Reallocate time to the highest-performing channels, tighten follow-up cadences and improve messaging to better reflect member needs. Small, focused adjustments made now will create outsized gains in Q2 and help you enter AEP planning with stronger footing.

If you need help or have questions, contact your local BAE anytime:
Jeffrey Huddleston
208-761-2490
jeffrey.huddleston@trinity-health.org