Surviving AEP
The Medicare Annual Enrollment Period is your opportunity 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 2027 AEP!
Things to Think About Before AEP
Pick your portfolio’s plans
Complete contracting
Finish Medicare training
Complete online product certification
Fulfill face-to-face training if required
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
Complete contracts quicker than before this AEP with our prefilled contracting forms and digital submissions!
Get Set Up on IntegrityCONNECT
This system was built specifically to help agents enhance their sales process with client management, AI assistant capabilities, automated marketing, and more.
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.
- How to Check for Your Medicare Advantage First Looks
- What Beneficiaries Value Most in an Medicare Advantage Plans
- What Agents Selling Medicare Should Focus on in 2026
- The Pros and Cons of Working with Regional and National Health Insurance Carriers
- Why Medicare Agents Should Use e-Apps Instead of Paper Applications
- The Hidden Value of Selling Medicare Supplements During AEP
- 4 Tips for Making a Better Insurance Sales Pitch
- Tips for Becoming a Top Producing Insurance Agency
- How to Grow Your Insurance Business by 45%
- 5 Must-Haves for Every Agent This AEP
- Signs It’s Time to Expand Your Insurance Portfolio & Make the Move!
- How Much Can Health Insurance Agents Earn?
Contract & Certify
Make sure you’re ready-to-sell by AEP. Learn about AHIP, NABIP, product certifications, and more!
- Contract & Get Appointed to Sell with Health Insurance Companies
- 3 Benefits of Contracting to Sell Medicare Advantage Plans Outside of AEP
- What Does ‘Ready-to-Sell’ Mean for Medicare Agents?
- What Is AHIP Certification and How Do I Get It?
- AHIP Test Tips and Tricks for Medicare Certification
- FAQs About NABIP Medicare Certification
- 2027 Medicare Advantage & Part D Certification Info
Get Organized
You have a lot to keep track of during AEP. Get our recommendations for staying organized.
- 4 Ways PlanEnroll Will Make This Your Best AEP Yet
- How Ask Integrity Can Streamline Your Medicare Sales Appointments
- How to Prepare for AEP Like a Pro
- Organization Tips and Tricks for the Medicare Annual Enrollment Period
- 5 Ways Insurance Agents Should Be Utilizing Ask Integrity
- The Best Appointment Schedulers for Insurance Agents
- How to Get Your Medicare Enrollment Kits on Time
- The Best Insurance Commission Tracking Software for Agents & Agencies
- Tech Takeaways for Forward-Thinking Insurance Agents
- Tips for Insurance Agents Working on the Road
- What Agents Forget to Do When Preparing for Appointments
Plan Ahead
It’s never too early to plan for your busy season. Don’t forget to schedule some breathing room for yourself.
- What Can MAPD Insurance Agents Do Prior to AEP?
- 5 Tips to Make the Most of AEP
- Why Hiring an Assistant Can Transform Your Insurance Business
- Best Practices for Writing an Email to Your Insurance Clients
- Real Sales Expectations for Insurance Agents
- How to Check Medicare Extra Help Eligibility for Your Client
- 7 Reasons Clients Switch Medicare Plans During AEP
- Improve Your Customer Service with the Soft Skill of Negotiation
- How to Survive AEP: Wellness & Stress Relief Tips for Insurance Agents
