Surviving AEP

Surviving AEP

The Medicare Annual Enrollment Period is your opportunity as an insurance agent to enroll your clients in their MAPD and PDP plans for the next calendar year. We’ll teach you how to make the most of the 2023 AEP.

The Survivor’s AEP Checklist

  • Pick your portfolio’s plans
  • Complete contracting
  • Finish Medicare training
  • Complete online product certification
  • Fulfill face-to-face training if required
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View Rollout Meetings & First Looks

See what you can sell this AEP with easily accessible updates from carriers and their products.

Request a New Contract

Make sure your portfolio is robust and AEP-ready with our easy prefilled contracting forms.

Get a Medicareful Site

Collect eScopes, send prefilled MA and PDP applications, and enroll clients with this free tool.

Subscribe to Our Blog for a Free Portfolio Review

Preparing for AEP can be a big job, and we're here to make it easier. We've gathered resources for you into four categories so you can equip yourself for success. Click a topic to get started.

Discover & Strategize

Refresh your portfolio and business strategies. Then, chart your path to achievement with top tools.

Contract & Certify

Make sure you're ready-to-sell by AEP. Learn about AHIP, NAHU, product certifications, and more!

Get Organized

You have a lot to keep track of during AEP. Get our recommendations for staying organized.

Plan Ahead

It's never too early to plan for your busy season. Don't forget to schedule some breathing room for yourself.

Attend exclusive and informative webinars!