Print this. Tape it to the wall. Work through it before Oct 15. 40 items across technology, compliance, pipeline, and client communication that separate a calm AEP from a chaotic one.
10DLC brand and campaign registered. Business line verified. Recording enabled on outbound and inbound. Call transcription tested.
AEP pipeline built. SOA form linked. Review booking calendar live. Formulary change tagging active. Reporting dashboard pinned.
SPF, DKIM, DMARC records in place. Warm up complete. AEP reminder sequences loaded. Unsubscribe link compliant.
Review slots opened Oct 15 to Dec 7. Buffer time between calls. Auto reminders on. SOA link in every booking confirmation.
Electronic SOA form tested. Auto send on booking confirmed. 10 year retention configured. Search by client working.
AHIP renewed. Every carrier appointment current. Product certifications complete for every plan you sell.
All marketing materials carrier approved and current. State disclosure language verified. Website reviewed.
State specific recording disclosures in scripts. Both party consent where required. Retention policy documented.
Active clients flagged by plan type. High churn risk identified. Formulary impacts flagged. Contact preferences updated.
All Oct and early Nov slots booked before Oct 15. 60 percent capacity booked minimum. Priority clients slotted first.
Formulary change, premium increase, carrier exit, plan comparison scripts rehearsed. Recorded and reviewed.
Last year's numbers reviewed. Retention target set. Daily metrics dashboard configured. Sunday review time blocked.
We build AEP ready CRMs for independent Medicare agents. Pipeline, SOA, automations, and compliance workflows delivered before September. Book a call.