Finish Strong During AEP: A Smart Guide for Medicare Agents
- Jamie Byrd
- Nov 17
- 4 min read
Updated: Nov 18
The Final Stretch Matters More Than You Think
The Medicare Annual Enrollment Period (AEP) runs from October 15th to December 7th, but the final weeks often define your entire career.
For many Medicare agents, the beginning of AEP feels like a sprint - appointments, applications, and plan updates. However, finishing strong requires more than just effort; it involves organization, follow-through, and a supportive environment.
At The Bedrock Group, we help agents make every day count with proven tools, compliant marketing materials and strategies, and personalized coaching that help you close out AEP successfully and set up a stronger Q1 pipeline.
As we move into the final weeks of this year's Medicare Annual Enrollment (AEP), many advisors find themselves asking: What can I do now to make the most of the remaining time with 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 walk you through high-impact tactics you and your agency can deploy right now, backed by marekting, engaging more effectively, and ultimately convert more clients. Whether you are working solo or as a part of a team, you will get actionable steps and an invitation to partner with us to elevate your AEP results.
🔎 What Should Medicare Agents Focus On in the Last Weeks of AEP?
The key to finishing strong is maximizing every opportunity still available. Here are five areas to zero in on before December 7:
Reengage Your Warm Leads
Don't assume "No" means "Never". Clients who were undecided in October may now be ready.
Use quick follow-up texts or calls
Remind them about premium changes or prescription updates for 2026
Highlight plan value - not just price
Tip: The Bedrock Group provides a customizable CRM dashboard and compliant scripts to help you reconnect without having to start from scratch.
Audit Your Current Book of Business
Your prospects are already in your files
Review current clients' ANOC (Annual Notice of Change) letters
Ensure they understand any benefit-cost shifts
Offer to provide their annual complimentary review - even for satisfied clients
Ask for referrals!!
This not only strengthens retention but also opens doors for cross-selling opportunities, such as life insurance, annuities, and dental/vision plans, all supported through Bedrock's multi-product platform.
Use Marketing Tools Provided by Your FMO
Your marketing department should assist in building your books of business by providing you with tools you can use
Referral Cards
Social Media
Any other material you can provide to your current/potential clients
At The Bedrock Group, our marketing department ensures you are supported with by working with backend support throught digital and print needs which are all CMS-compliant.
Strengthen Local Visibility
Even in a digital world, local presence drives trust.
Host educational sessions - at your church, a local senior community, etc.
Partner with senior centers, pharmacies, or local clinics
Share with your Circle of Influence on Social Media
Leverage your FMO's Blogs, posts, web pages, and social media posts
At The Bedrock Group, our Marketing department supports our advisors with branded materials, print assets, and event-in-a-box resources so you can focus on client conversations, conversions, and not logistics.
Prepare for Post-AEP Success
Strong finishers think ahead. Before AEP ends, create your follow-up strategy for new enrollments and retention.
Send thank you cards or emails to clients
Schedule check-ins for early 2026
Map your cross-selling opportunities (life, retirement, final expense)
At The Bedrock Group, our advisors don't just survive AEP-they use it to build momentum for year-round growth.
🤝 Why Top Agents Choose to Partner with The Bedrock Group
Finishing AEP strong is easier when you are not going it alone. The Bedrock Group was built by agents, for agents - to provide real-world training, compliance support, technology, and a community that helps you grow faster.
When you partner with us, you gain:
Access to all top-tier carrier contracts and guided onboarding
Dedicated marketing and compliance support
Access to a Marketing Department
Exclusive membership in the Champion's Club incentive program
A proven system to help you scale your Medicare and retirement business
We believe advisors should be equipped, appreciated, and empowered -not just contracted.
🚀 Finish AEP Strong - Start Next Year Stronger
The final weeks of AEP are your chance to separate yourself from the crowd. Every client call, every appointment, every review adds up, and the right partnership makes all the difference.
If you are ready to grow your Medicare business with the backing of a team that values your success, partner with The Bedrock Group today.
At The Bedrock Group, we are always seeking self-motivated, enthusiastic, and goal-oriented individuals who want to make a positive impact in the Medicare insurance industry. If you think this is you, we'd like to talk.
We're a top-ranked Medicare FMO in the industry and provide all of the tools and assets you need to be successful. To learn more about joining our team, click on the button below.
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