Pre-AEP Checklist

Pre-AEP Checklist
 

Get Ready For AEP!

Medicare’s Annual Enrollment Period (AEP) is coming sooner than you think. Make sure you’re ready for AEP with our Pre-AEP Checklist.

Track the tasks you need to complete and your timeline for completing them, so you’ll know when it’s time to:

  • Take your certifications.
  • Plan your marketing.
  • Learn about updated tools and products.
  • Complete essential tasks leading up to AEP.

or complete the form below.

Access Your Pre-AEP Checklist for Medicare Agents

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Medicare Client Retention Guide

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.