Countdown to AEP: 6 Tips to Ensure You're Ready to Sell on Day One

The busiest time of the year is approaching fast. Use this checklist to make sure you're set up for a smooth and successful enrollment season.

1. Complete certification early: Finish your mandatory certification before the deadline to ensure you're approved in time to start selling our plans by Oct. 15.
2. Get comfortable with tools and technology: Not sure how to use any of our systems? Give us a call! We have local experts who can walk you through the tools and processes so you feel confident and prepared before AEP begins.
3. Review CMS changes: CMS updates policies throughout the year. Visit the CMS Resources for Agents and Brokers and review any relevant updates to make sure you remain in compliance as you sell to your clients this season.
4. Plan ahead for client conversations: Review your client list and identify who might be impacted by market disruptions like plan exits or benefit changes. Prepare alternative options for these clients now so you're ready to proactively reach out when AEP starts.
5. Attend carrier First Looks: First Looks are a great opportunity to learn about new plan benefits and enhancements for the year ahead. Knowing these in advance will help you match plans to client needs more effectively
6. Lean on us for support: Your local Broker Account Executive (BAE) is here to help - with materials, product details, and answers when you need them. AEP is a busy time, and we're committed to making sure you feel supported every step of the way.

If you need help or have questions, contact your local BAE anytime:

Nathan Wirth
586-601-7024
nathan.wirth@trinity-health.org