Start the Year Strong With This Broker Success Checklist for 2026

The new year brings fresh opportunities to grow your business and strengthen client relationships. Now is the perfect time to reset, refocus and position yourself for success in 2026. Here’s a practical checklist to help you start strong.

Review Your Book of Business

Start the year by reviewing your clients and prospects and spot high-value relationships for strategic conversations, identify at-risk members and re-engage prospects from AEP. Use a simple dashboard or spreadsheet to track priorities and actions that move relationships forward.

Follow Up With New Enrollees

Reach out to AEP enrollees early to confirm ID cards, account setup and understanding of core benefits and extras. A quick review of provider access, scheduling care and OTC allowances builds confidence, reduces disenrollment and positions you as a trusted partner from day one.

Update Your Compliance Knowledge

Compliance is foundational to sustainable growth. Set aside time to revisit the latest CMS requirements, call recording rules and enrollment protocols so you can confidently begin the year on solid ground. A compliance-first approach protects your clients, your reputation and your long-term success.

Leverage Marketing Tools & Community

By leveraging your available marketing resources and incorporating modern solutions, you create opportunities to connect in ways that feel authentic and relevant. Building visibility within the community and maintaining consistency across channels ensures your efforts resonate, while using approved tools helps keep everything streamlined and effective.

Together, we have the power to make 2026 our most impactful year yet! Let’s keep pushing boundaries and setting new standards of excellence.

Chad Glass
Broker Relations Manager
Trinity Health Plan of Michigan

If you need help or have questions, contact your local BAE anytime:
Nathan Wirth
586-601-7024
nathan.wirth@trinity-health.org