%20(1200%20x%20628%20px)%20(61).png?width=600&height=338&name=Marketing%20Hub%20CTA%20Image%20(600%20x%20338%20px)%20(1200%20x%20628%20px)%20(61).png)
As AEP winds down and the pace finally slows, this is the perfect moment to step back, regroup, and set yourself up for a stronger 2026. The months between now and Q1 offer a valuable window to organize your book of business, reconnect with clients, and refine the systems that support year-round success.
To help you make the most of this time, we created the Year-End Agent Playbook — a simple, practical guide focused on what matters most as you prepare for the year ahead.
Inside, you’ll find:
• A quick recap of 2025 market shifts across Medicare, ACA, and Life
• A year-end reset checklist to strengthen your CRM, workflows, and outreach
• A Q1 communication plan to keep you visible and helpful January–March
• The “Three Big Decisions” framework to simplify your planning
• Worksheets and tools to outline your 2026 priorities
The goal isn’t to overplan — it’s to gain clarity, stay organized, and start the new year with purpose.
Get the Full Playbook
Download your copy of the Year-End Agent Playbook and prepare for 2026 with more confidence, structure, and direction.
[Download the Playbook]
Topics: