AEP Marketing Templates Built for Insurance Agents

November 9th, 2026

1 min read

2:30

Between client appointments, plan comparisons, and enrollment deadlines, insurance agents have enough on their plates during the Annual Enrollment Period (AEP). Creating professional marketing materials from scratch shouldn't be another obstacle.

That's why PSM Brokerage offers a collection of ready-to-use AEP marketing templates designed to help independent agents save time, stay visible, and connect with more prospects.

Professional Marketing Without the Extra Work

PSM's AEP Marketing Toolkit gives agents access to customizable Canva templates they can quickly brand and put to work.

The toolkit includes:

AEP Flyers: Promote enrollment opportunities with professional, customizable designs.
Social Media Templates: Stay active on Facebook, LinkedIn, and other platforms without designing every post yourself.
Email Templates: Reach prospects and existing clients with ready-to-customize messaging.

Simply open a template in Canva, add your logo and contact information, review the content for compliance, and you're ready to go. A free Canva account works.

Make Every Marketing Opportunity Count

AEP is one of the busiest periods of the year, but marketing shouldn't stop just because your calendar is full.

With reusable templates, agents can maintain a consistent presence, communicate important enrollment information, and spend less time on design.

Whether you're promoting annual reviews, reconnecting with existing clients, or building awareness in your local market, having marketing materials ready makes it easier to stay consistent.

Remember: Always verify current CMS and carrier marketing requirements before publishing customized materials.

More Than Templates: Marketing Support From PSM

The AEP Toolkit is just one example of the marketing resources available through PSM Brokerage.

Our Marketing Hub introduces agents to additional marketing assets and support, including opportunities to work with our in-house creative team on customized materials.

Because growing your insurance business takes more than great products. It takes consistent marketing, the right tools, and a partner invested in your success.

Your Next Campaign Is Already Halfway Done

Stop spending valuable selling time creating marketing materials from scratch.

Access the AEP Marketing Toolkit →

Get professional templates, customize them for your agency, and put your marketing to work.

For insurance agents only.

Lucas Vandenberg

As CEO & Partner of PSM Brokerage, Lucas helps guide the company’s strategy for supporting independent insurance professionals with training, marketing, technology, carrier access, and business development resources.

Topics:

Medicare Advantage plans

Medicare Sales

Digital Marketing

AEP

PSM Marketing Hub

2027

Medicare Agents