Some carriers have restrictions on when you can contract, and it's imperative to have the process started in enough time to complete the following items.
Complete your AHIP certification as soon as it becomes available—NCC’s AHIP FAQs and Certification Central are great resources for support. After AHIP, move on to completing all major carrier certifications. For help with specific requirements, reach out to your Sales Support Representative.
Start ordering compliant marketing materials, scheduling mail campaigns, coordinating with lead vendors, and updating your website with AEP messaging. Segment your client list—renewals, potential switchers, and LIS/Extra Help—and send a compliant pre-AEP letter or email. Be sure to schedule check-in calls with top clients to offer personalized support.
Update your CRM with AEP lead and client tags, and test all quoting and enrollment platforms. Contact your Sales Development Manager to access NCC’s Enrollment Central and review each carrier’s e-apps. Ensure your phone system can handle increased volume, and link your calendar to your scheduling tools for easy appointment booking.
Learn about new plans and updates using NCC’s Medicare Advantage First Looks Page. As first looks come out, we will continue to keep you updated!
Based on your marketing and lead generation plan, order supplies through carriers and other companies that provide material.
As part of our commitment to helping agents succeed, we offer a growing library of in-depth guides. Click below for guides that help you maximize your sales while serving your client’s best interests.
You got them, now keep them. Studies show it costs five times more to acquire a new customer than to retain one, and boosting retention by just 5% can increase profits by 25–95%.
Learn how to strengthen client relationships, grow renewals, and position yourself as a trusted resource with our latest guide.