Simple Steps to Prepare for a Smooth and Successful AEP

AEP can move quickly, and a little preparation now can make a big difference once the season begins. The tips and resources below can help you get ready for AEP and make the most of the tools available to you.

Your One-Stop Shop for Broker Resources 

The MercyOne For Brokers page brings helpful resources together in one place. Here you’ll find links to Connecture, the Provider Directory, Plan Extras, the latest news and more  — all organized to help you prepare for AEP and support your client conversations.

Complete Your Certification

Reminder! 2027 Certification is now open through Miramar:Agent. The process is quick and easy to complete — and getting it done early means you’ll be ready to sell when AEP begins. If you have any questions, please reach out to your BAE anytime.

Review Training and Updates

Now is a good opportunity to review AEP training modules and plan updates for the upcoming year. It’s also a good time to revisit key compliance requirements before the season begins — including rules on approved marketing materials, the CMS disclaimer, SOAs and call recording.

Set Yourself Up for Success

Preparing for AEP doesn’t have to be complicated. A few simple steps now can help make sure you’ll be ready to support your clients in choosing coverage that works for them.

Joe Forcina
Manager, Broker Relations
MercyOne Health Plan

If you need help or have questions, contact your local BAE anytime:
Michele Schatzberg 
515-516-3128
michele.schatzberg@trinity-health.org