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.
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