October Is Here.
Own AEP 2027.
October 1 opens the 2027 plan marketing window. October 15 opens Medicare AEP enrollment. Finish your certifications, learn your markets, fill your calendar, and give every client a careful review.
Two dates. One strong launch.
Plan for two separate milestones. The 2027 plan marketing window begins October 1. AEP enrollment runs October 15 through December 7.
2027 marketing window
Use approved 2027 plan materials and permitted channels once the window opens.
AEP enrollment opens
Eligible AEP enrollment requests for January 1 coverage can begin.
Confirm your RTS
Check licenses, appointments, 2027 certifications, and each carrier’s actual Ready-to-Sell status.
Review your book
Sort Annual Notices of Change, identify plan exits and material changes, and prioritize client reviews.
Fill October 15+
Schedule appropriate reviews and prepare compliant outreach, Scope of Appointment workflow, and tracking.
Watch the agency kickoff and carrier product training replays in one place.
Agent Quick Access
ONE CLICK TO THE RIGHT TOOLThe Final Days Before October 1 Matter
Close the gaps now. Confirm your selling status, organize client reviews, study your 2027 markets, and prepare approved materials and appointment processes.
Ready to Sell
Complete licensing, AHIP or applicable Medicare training, carrier certification, appointments, and RTS verification.
Know Your Market
Study plan exits, premiums, benefits, provider networks, formularies, pharmacies, and county availability.
Build Your Pipeline
Organize existing clients, T65 prospects, referrals, centers of influence, and permitted events.
Build Your System
Prepare your calendar, CRM, SOA process, follow-up messages, application tracking, and escalation path.
What to Do Next
A practical sequence for the final days of September and the first two weeks of October.
Lock Down the Foundation
- Confirm active licenses and carrier appointments.
- Finish certifications and verify RTS.
- Test quoting, portal, and enrollment access.
- Save completion confirmations.
Organize the Calendar
- Segment your existing client book.
- Prioritize clients affected by changes.
- Prepare compliant outreach.
- Block appointment and follow-up time.
Master Your 2027 Markets
- Review approved 2027 plan information.
- Check providers, drugs, pharmacies, and costs.
- Identify terminations and service-area changes.
- Fill the October 15+ review calendar.
Run the Final Systems Check
- Confirm RTS and enrollment credentials again.
- Prepare SOA and documentation workflows.
- Test your appointment and follow-up process.
- Know where to request agency support.
Your Pre-AEP Readiness Audit
Use this list now. Resolve any missing item before the activity it affects.
Enter AEP With a Calendar, Not a Wish List.
Organize your book, reconnect with permitted contacts, and fill your October 15 and later review calendar through approved channels.
Start With Your Existing Book
- Prioritize clients with meaningful ANOC changes.
- Flag plan exits and possible network disruptions.
- Update doctors, prescriptions, pharmacies, and priorities.
- Schedule reviews with enough time for a complete comparison.
- Track clients who need additional follow-up.
Build New Opportunities
- Use the T65 Prospecting Center to identify target markets.
- Develop centers of influence and appropriate community relationships.
- Prepare approved educational and marketing activities.
- Follow up with prior prospects where permitted.
- Make referral outreach consistent and compliant.
Execute With Care and Consistency.
Speed matters during AEP. Accuracy, client fit, documentation, and follow-through matter just as much.
Discover
Understand the client’s coverage, doctors, prescriptions, pharmacies, budget, preferences, and concerns.
Compare
Verify current plan information and compare total costs, networks, formularies, benefits, and tradeoffs.
Document & Follow Up
Complete required documentation, confirm application status, explain next steps, and follow up after enrollment.
Catch Up on AEP Webinar Week.
Revisit the Pre-AEP Agency Kickoff and available carrier product training replays before your client review calendar fills up.
Open the Replay Library →Everything You Need. One Command Center.
Open the right tool for certification, prospecting, client conversations, compliance, or support.
2027 Certification Hub
Find carrier certification and readiness resources.
Open Hub →AHIP 2027
Access Advantage Plus AHIP information and program details.
Explore AHIP →Carrier Directory
Find carrier information and helpful agent access points.
Open Directory →T65 Prospecting Center™
Plan focused new-to-Medicare prospecting activity.
Explore T65 →Centers of Influence
Develop professional referral relationships in your market.
Open Growth Center →Marketing Growth Center
Find agency marketing resources and growth tools.
Explore Marketing →Medicare SEP Center
Review Special Enrollment Period resources when appropriate.
Explore SEPs →Compliance Center
Check agency compliance information before acting.
Open Compliance →Agent Resources
Browse the full Advantage Plus agent resource center.
Explore Resources →Protect the Client Relationship.
AEP ends December 7. Client service continues well beyond it.
Confirm
Track enrollment status and make sure the client understands the expected effective date.
Activate
Help the client understand cards, access, pharmacy, and important first steps.
Resolve
Respond promptly when there is a coverage, provider, prescription, or enrollment issue.
Retain
Stay in touch throughout the year and earn the next annual review.
Build Your Strongest AEP Yet.
Use the tools. Complete the training. Know your markets. Serve your clients well. Track every enrollment and follow through after the sale. Advantage Plus is here to support you before, during, and after AEP.