Your Road to
AEP 2027.
The complete Advantage Plus Medicare agent command center for certification, prospecting, marketing, client reviews, compliance, enrollment, support, production, service, and year-round retention.
Agent Quick Access
2027 RESOURCE CENTERAEP Is Won Before October 15
The strongest AEP seasons are built months before enrollment begins. Certification, pipeline development, market knowledge, appointment preparation, client organization, and follow-up systems should already be functioning before the rush arrives.
Become Ready to Sell
Complete licensing, AHIP, carrier certifications, appointments, product training, and RTS verification.
Know Your Market
Understand carrier changes, plan exits, benefits, provider networks, formularies, counties, and competitive positioning.
Build Your Pipeline
Organize existing clients, T65 prospects, referrals, COIs, community events, provider relationships, and inbound opportunities.
Build Your System
Prepare calendars, scripts, CRM workflows, follow-up processes, documentation standards, and daily production goals.
Your 2027 Agent Toolkit Just Got Much Bigger
Use these resources throughout AEP preparation, client acquisition, plan review, objection handling, certification, marketing, and year-round business development.
T65 Prospecting Center™
Search Turning 65 market opportunities by ZIP code using population, age demographics, household income, homeownership, estimated monthly T65 volume, and market opportunity scoring.
Open T65 Prospecting Center →2027 AEP Objection & Conversation Playbook
Prepare for real Medicare conversations with structured ways to address hesitation, confusion, existing-plan loyalty, pricing, provider concerns, benefit comparisons, and client objections.
Open Conversation Playbook →Carrier Certification Hub
Access 2027 carrier certification information, AHIP resources, training portals, certification status information, document submission, and Ready-to-Sell reminders.
Open Certification Hub →Centers of Influence Growth Center
Build long-term referral relationships with provider offices, pharmacies, senior communities, professional partners, nonprofit organizations, and community groups.
Build Your COI Network →Medicare SEP Resource Center
Search Special Election Period information and current emergency or disaster-related opportunities while reviewing the eligibility and verification requirements agents must confirm.
Search SEP Resources →Marketing Growth Center
Explore marketing ideas, growth resources, campaigns, local outreach, prospecting strategies, events, brand support, and business-building opportunities.
Explore Growth Resources →Do Not Enter AEP Looking for Leads
Enter AEP with a pipeline already built. Your goal before October is to create multiple acquisition channels instead of depending on one lead source.
Your Existing Book
Start with clients who already trust you.
- Identify clients needing annual reviews.
- Flag dissatisfaction and retention risk.
- Update doctors, prescriptions and pharmacies.
- Review household members approaching Medicare eligibility.
- Identify referral opportunities.
- Schedule appointments before the calendar fills.
Your Growth Pipeline
Build new opportunities before AEP begins.
- Use the T65 Prospecting Center to identify attractive ZIP codes.
- Develop Centers of Influence.
- Schedule community and educational events.
- Build relationships with provider offices where permitted.
- Follow up with prior prospects.
- Create consistent referral outreach.
The Pre-AEP Roadmap
Use the months leading into October to build the infrastructure that allows you to move quickly and professionally once AEP begins.
Lock Down Your Foundation
Before marketing or conducting plan-specific activity, make sure your licensing, certification, contracting, and technology are in order.
- Confirm resident and non-resident licenses.
- Complete AHIP or applicable Medicare certification.
- Complete applicable carrier product certifications.
- Confirm appointments and contracting status.
- Confirm Ready-to-Sell status.
- Verify Agent Portal access.
- Verify quoting and enrollment tools.
- Save certification confirmations and documentation.
Build Your Pipeline & Calendar
AEP is too short to spend October looking for opportunities.
- Clean and segment your CRM.
- Build a current-client review list.
- Use T65 market intelligence to identify prospecting areas.
- Develop your Centers of Influence list.
- Schedule provider and community relationship visits where appropriate.
- Plan educational events and approved marketing activity.
- Block calendar time for appointments and follow-up.
- Prepare marketing materials early.
Become the Market Expert
Your job is not to memorize every plan. Your job is to understand the changes most likely to affect the clients and markets you serve.
- Review Annual Notice of Change information.
- Review premiums and Maximum Out-of-Pocket changes.
- Review formularies and prescription cost changes.
- Review provider and hospital network changes.
- Review dental, vision, hearing and OTC benefits.
- Identify carrier or plan exits.
- Review new plans entering your counties.
- Study the 2027 objection and conversation playbook.
Final AEP Readiness Sprint
Turn preparation into a working AEP operation.
- Confirm RTS one final time.
- Verify carrier portals and enrollment credentials.
- Pre-book appointments beginning October 15.
- Prepare Scope of Appointment workflow where applicable.
- Prepare call scripts and follow-up messages.
- Create daily production goals.
- Confirm your support escalation process.
- Prepare your pending-case tracking system.
Your Pre-AEP Readiness Audit
An agent should be able to answer “yes” to these items before AEP production begins.
October 15 – December 7: Execute
Speed matters during AEP, but accuracy, suitability, documentation, service, and compliance matter more.
The Complete Client Review
- Confirm required permissions and disclosures.
- Confirm the client's current coverage.
- Ask what has changed since the last review.
- Verify doctors and specialists.
- Verify hospitals and preferred facilities.
- Verify medications and dosage.
- Verify pharmacy preference.
- Review prescription restrictions where applicable.
- Review premium and medical cost sharing.
- Review Maximum Out-of-Pocket.
- Review extra benefits relevant to the client.
- Explain meaningful trade-offs.
- Document the conversation.
Your Daily AEP Operating Rhythm
- Morning: review pending cases, carrier notices, callbacks and appointments.
- Appointment Blocks: complete scheduled client reviews and consultations.
- Prospecting Block: work new leads, referrals, T65 opportunities and follow-up.
- Service Block: resolve urgent client and application issues.
- End of Day: document every conversation and prepare tomorrow's priority list.
- Weekly: audit every submitted application and unresolved case.
What Should Be Reviewed With Every Client?
A structured conversation helps reduce rushed recommendations and creates a more professional client experience.
| Review Area | What to Ask | Why It Matters |
|---|---|---|
| Doctors | Which primary doctors and specialists are important to you? | Network changes can significantly affect access to care. |
| Hospitals | Are there hospitals or facilities you prefer? | Facility participation can influence plan suitability. |
| Prescriptions | What medications, dosage and frequency do you use? | Formularies, tiers and restrictions can change annually. |
| Pharmacy | Which pharmacy do you normally use? | Preferred pharmacy status can affect cost. |
| Budget | Which medical or prescription costs concern you most? | Premium alone does not determine total cost. |
| Benefits Used | Which plan benefits did you actually use this year? | Clients value extra benefits differently. |
| Health Changes | Any new diagnosis, specialist, procedure or treatment? | New healthcare needs may change plan priorities. |
| Travel | Do you travel or live outside the area part of the year? | Network and travel flexibility may be important. |
| Financial Assistance | Do you receive Medicaid, LIS or Extra Help? | Eligibility may affect costs and available options. |
Simple Conversation Starters
These are starting points only. Agents should adapt communications to the client's circumstances and applicable CMS, carrier and agency requirements.
Annual Review
Plan Changes
Application Follow-Up
Your Pipeline Should Be Reviewed Every Day
Every client, lead, appointment, enrollment and unresolved issue needs a defined status and next action.
AEP Ends December 7. Client Service Does Not.
Retention starts immediately after enrollment. The first 90 days of the new plan year are some of the most important service opportunities an agent has.
Confirm
- Application received.
- Pending issues resolved.
- Effective date confirmed.
- ID card expectations explained.
- Next steps communicated.
Activate
- ID card received.
- PCP confirmed.
- Pharmacy confirmed.
- Member portal setup.
- Benefits explained.
Resolve
- Provider issues.
- Prescription problems.
- Billing concerns.
- Benefit access.
- Unresolved service matters.
Retain
- Quarterly touchpoints.
- Birthday outreach.
- Benefit reminders.
- Client education.
- Referral opportunities.
Everything You Need. One Resource Center.
Prospect, prepare, sell, service and grow using the Advantage Plus technology, education, marketing, compliance, contracting and agent support ecosystem.
Get Ready to Sell
2027 Certification Hub
Carrier certifications, AHIP, training links and RTS reminders.
AHIP 2027
AHIP resources, certification support and agent guidance.
Carrier Directory
Carrier links, contacts, resources and product information.
Agent Portal
Access quoting, enrollment, CRM and agent resources.
Prospect & Grow
T65 Prospecting Center™
Find Turning 65 opportunities and market intelligence by ZIP.
Centers of Influence Growth Center
Build relationships with local organizations and referral partners.
Marketing Growth Center
Campaigns, growth strategies, marketing and prospecting resources.
Insurance Events
Explore agency events, training and growth opportunities.
Sell, Educate & Navigate
2027 AEP Conversation Playbook
Objection handling and stronger Medicare conversations.
Medicare SEP Resource Center
Search SEP information and current emergency-related resources.
2027 Part D Changes
Review important Medicare Part D changes affecting 2027.
Medicare Learning Center
Medicare education, training and explanatory resources.
Protect Your Business
Agent Service & Support
Commission Support
Submit commission questions and missing payment requests.
General Support Request
Send questions and service requests to Advantage Plus.
Agent Store
Branded supplies, apparel and agent-facing materials.
Complete Agent Resource Center
Explore the full Advantage Plus resource ecosystem.
Protect the Client. Protect Your Business.
A successful AEP is not measured only by production. It is measured by quality enrollments, clean documentation, compliant activity, strong service and clients who want to remain with you.
Build These Habits
- Stay compliant.
- Document client interactions.
- Verify providers.
- Verify prescriptions.
- Understand total cost.
- Explain meaningful plan differences.
- Set realistic expectations.
- Track every enrollment.
- Follow up after enrollment.
- Remain available year round.
Avoid These Mistakes
- Do not assume last year's plan is still appropriate.
- Do not rush provider verification.
- Do not skip prescription review.
- Do not focus only on premium.
- Do not overpromise benefits.
- Do not use unapproved marketing material.
- Do not leave applications untracked.
- Do not disappear after enrollment.
- Do not leave clients confused about next steps.
- Do not wait until December 7 to resolve problems.
Build Your Strongest AEP Yet.
Use the tools. Complete the training. Build the pipeline. Know your markets. Serve your clients well. Track everything. Follow up after the sale. Advantage Plus is here to support you before, during and long after AEP.