Free AEP readiness checklist for Medicare agents. Every task from October kickoff through December 7 close, organized by week.
Sixty days, hundreds of enrollments, thousands of calls. Without a checklist you miss tasks that cost money and compliance.
Forgot SOA forms or HRAs.
CMS audit risk piles up.
Renewals slip, commissions leak.
September readiness tasks.
Oct 15 launch day workflow.
Mid AEP pace tracking.
Push phase dial and close.
Dec 7 final sprint.
Cleanup, renewals, retention.
Solo or team based.
Telesales operations.
In home Medicare sellers.
Downline training resources.
Medicare workflows with AEP built in.
Adds AI receptionist and multi producer reporting.
Book a demo and we will send it. Or grab the full AEP Medicare CRM build.