When The Medicare Annual Enrollment Period Is Over, Discover What Top Medicare Advisors Do Now.
- Jamie Byrd
- Dec 5
- 3 min read
Updated: 4 days ago
How high-achieving Medicare Advisors Can Maximize the Days After Annual Enrollment.
When the Medicare Annual Enrollment Period (AEP) ends on December 7, many agents breathe a sigh of relief - and rightfully so. Months of long days, client calls, and paperwork finally come to a close. But for top-performing advisors, the days after AEP are where long-term success really begins.
Here's how to make the most of this critical post-AEP window, and how partnering with The Bedrock Group Advisors can help you start the new year stronger than ever.
Review and Organize Your Book Of Business
Now is the perfect time to:
Reconcile applications to ensure all enrollments were processed correctly.
Verify client plan effective dates and follow up on any pending cases.
Update your CRM and client notes with new contact information, plan details, and renewal reminders. Ensure all of your data was entered correctly.
Strengthen Client Retention With Personalized Outreach
AEP may be over, but client communication shouldn't be.
Make some phone calls to ensure your clients receive their cards
Send thank-you messages via handwritten notes or emails
Client retention is pivotal to maintaining your client and ensuring they are not poachable by another agent during OEP. If your client trusts you and knows you are in their corner and reachable, they are less likely to move away from you.
💡 At The Bedrock Group, we have email templates for our advisors that are ready to be sent out and other means of helping with year-round client retention.
Evaluate Your Performance Metrics
Take an honest look at your numbers:
How many applications did you write this AEP?
What was your conversion rate?
Did you maximize all available marketing tips and tools?
Do you feel you used all available lead sources?
Filed Marketing
Referrals
Partnerships
Events
Leads
Social Media presence
Seminars
T65 Leads
Current Medigap clients
Be honest. Did you lose momentum? If so, when and why?
What can you do better next year?
Understanding your lead sources and data helps you refine your approach each year and focus on maximizing Medicare Advantage Open Enrollment.
💡 At The Bedrock Group, our reporting tools, custom dashboard, and one-on-one coaching can help you analyze your results and set clear 2026 growth rate goals.
Keep Learning, and Keep Up With Your Licensing
The quiet weeks after AEP are ideal for professional development:
Add new carrier certs for the upcoming year
Explore life insurance, annuities, or retirement planning training to diversify your income streams
Pro-Tip - The most successful advisors never stop learning. They expand their toolkits and add value to each client.
Prepare for Open Enrollment and Year-Round Opportunities
Even though AEP is closed, opportunities continue:
Medicare Advantage OEP (Jan 1 - March 31). You can help clients who want to switch from one Medicare Advantage Plan to another
Turning 65 Leads: This should be done year-round to allow for monthly drop-in enrollments.
T65 Clients are open-ended, and you have the chance to provide not only a Medicare Supplement or an Advantage Plan, but also a client who needs retirement advice, life insurance, and more.
These clients are essential because they may be primed and ready to switch to an Advantage plan during the following Medicare AEP from a Medicare Supplement.
You can build a base for referrals, as most of them have friends or family members who are also turning 65.
Life and Retirement Reviews: Now is the time to offer holistic planning that keeps you connected all year.
These are just a few tips to help you make the most out of the days after AEP and set yourself up for a prosperous 2026. It is always up to you how successful you can be.
🚀 At The Bedrock Group, we can help you build momentum for 2026. We don't just help you during AEP; we help you build an all-season business. Through dedicated training, lead support, compliance resources, and sales incentives, including Champions Club, our advisors gain the tools and community they need to finish strong and start the next season ready to grow.
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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