A month by month AEP prep timeline for Medicare agents. From June certification to October 15 launch day, every task lined up.
The agencies that dominate AEP started prep in June. October scrambles lose enrollments.
Carriers push off tools.
Lists never cleaned.
Reps wing Oct 15.
AHIP cert and carrier picks.
CRM cleanup and segmentation.
Script polish and SOA build.
Dry runs and staffing up.
Launch day Oct 15.
Dec 7 close and renewal prep.
All MA and PDP writers.
In home Medicare.
Telesales Medicare.
Downline readiness.
Medicare CRM with AEP workflows deployed.
Adds AI receptionist for overflow calls.
Book a demo. We deploy AEP workflows in your ALE CRM.