Surviving AEP

You’ve made it through another Annual Enrollment Period — congrats! We’ll teach you how to process your progress and keep selling outside AEP.

Thing to Think About Post-AEP

Organize your files
Verify your enrollments
Track your commissions

How to Follow up with Medicare Clients Compliantly

Earn referrals and retain business when you reach out to clients after closing a sale.

The Top 5 Products to Sell During Medicare’s Lock-In Period

Learn the best ways to keep sales up during the off season.

Check Your Commission Statements

Make sure your hard work is being rewarded.

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Even though AEP is over, you can stay busy by processing your AEP business and enrolling clients who qualify for an SEP and for clients who want ancillary products. Click a topic to get started.

Reflect & Recharge

Take some time to look back on the progress you made during AEP and use that as motivation for the new year. You can have a successful off season by utilizing the resources below.