Eight weeks of Medicare AEP broken down week by week. What to do, what to automate, and which numbers to watch so nothing slips between Oct 15 and Dec 7.
AEP is won or lost before it starts. The agents who coast through October and November are the ones who front loaded SOAs, booked review calls, and rehearsed their formulary talk tracks in September.
Every active client on the calendar before Oct 15. SOA link included in the booking confirmation.
Script for formulary drops, premium jumps, MOOP changes, and carrier exits. Record yourself and listen back.
Every client flagged AEP Outreach. SOA status, preferred channel, last touch date visible at a glance.
| Week | Dates | Focus | Watch Metric |
|---|---|---|---|
| Week 1 | Oct 15 to Oct 21 | Peak inbound surge. Formulary shock calls. Take the layups first. | Answer rate on inbound |
| Week 2 | Oct 22 to Oct 28 | Burn down the backlog. Reschedule no shows same day. | Review calls held |
| Week 3 | Oct 29 to Nov 4 | Undecided clients. Dual eligible checks. Side by side plan compares. | Enrollment rate |
| Week 4 | Nov 5 to Nov 11 | Steady enrollment. Every review closes with an explicit decision. | Apps submitted |
| Week 5 | Nov 12 to Nov 18 | Midpoint audit. Any client without a touch gets one this week. | Zero touch count |
| Week 6 | Nov 19 to Nov 25 | Last normal week. Thanksgiving blockers surface. Schedule around them. | Open appointments |
| Week 7 | Nov 26 to Dec 2 | Thanksgiving lag. Push hard on no response clients via SMS. | SMS reply rate |
| Week 8 | Dec 3 to Dec 7 | Final scramble. Everything submitted same day. No Dec 8 surprises. | Apps uploaded |
Yesterday's no shows. Today's confirmed. SOA status check. Formulary alerts.
Back to back plan reviews. Recorded. Notes dropped into the client record live.
Applications submitted same day. Post enrollment confirmation automations fire.
Tomorrow's calendar confirmed. SOAs out. No data entry left for the morning.
We build Medicare AEP CRMs, SOA tracking, and compliance ready automations for independent agents. Book a call and we will map your September prep sprint in 30 minutes.