As we enter the final weeks of this year's Medicare Annual Enrollment Period (AEP), many advisors find themselves asking: What can I do now to maximize the remaining time, leveraging risk-adjustment, cross-selling opportunities, and client touchpoints? These last few days are critical, not just for enrollments, but for building lasting relationships that are tied to next year's book of business. In this post, we will guide you through high-impact tactics that you and your age

For Medicare agents, the time between the Open Enrollment Period (OEP) and the Annual Enrollment Period (AEP) can feel like a lull. The hustle of enrollment season slows down, and with that, so does the motivation. But in reality, this "off-season" is one of the most critical stretches of the year for building business, sharpening skills, and positioning yourself for a record-breaking AEP. Not to mention building a pipeline year-round to keep you busy.

For Medicare agents, success starts with preparations, and that includes staying current on annual certifications. Every year, AHIP (America's Health Insurance Plans) and carrier-specific recertifications are required to legally and compliantly sell Medicare Advantage and Part D Plans. While this can seem like a daunting task, having a plan and the proper support from your agency makes it manageable.