A Checklist for Success in Medicare AEP

The Annual Enrollment Period (AEP) is the busiest and most important time of the year for Medicare agents. With so many moving pieces — certifications, plan changes, marketing, and client outreach — it’s easy to feel overwhelmed. That’s why having a simple, actionable checklist can make all the difference.

InsuranceNewsNet recently published our article, A Checklist for Success in Medicare AEP, that highlights the steps agents should take to stay organized and maximize results during this crucial season.

Key Takeaways from the Checklist:

• Get Certified Early – Complete AHIP/NABIP and carrier certifications before the rush.

• Know the Plans – Review first looks, benefits, and changes so you can guide clients confidently.

• Prep Your Marketing – Ensure all materials are CMS-compliant and ready to go before AEP.

• Plan Client Outreach – Segment your book, prioritize high-touch relationships, and set a communication schedule.

• Build Follow-Up Systems – Use automation and reminders to stay connected beyond the initial enrollment.

A successful AEP isn’t just about working harder — it’s about working smarter with the right strategy and preparation.

👉 Read the full article here: A Checklist for Success in Medicare AEP

Discover More Resources:

AEP Preparation Guide