90 Days to AEP 2027

Training & Certification

We'll help you access discounted AHIP, training, and CE courses. Plus, we'll notify you of carrier certifications as they become available.

Contracting & Opening New Lines of Business

Let our team connect you with regional and national carriers, as well as assist you with opening new lines of business and cross-selling strategies.

Client Relationship Building

Our premier software, MyMFG, allows you to quote and enroll multiple lines of business. Plus, use our full CRM, MyMFG+, to manage other aspects of your insurance business.

Marketing Strategies

Let our team connect you with opportunities to work with value-based care providers, find space to host Medicare 101 sessions, and grow your business organically.

Technology & Tools

Our newest platform, MyMFG Data, is designed to help you find hidden opportunities within your area, and Messer's Growth Optimizer can help you set realistic goals this sales season.

Documents & Forms

Messer's new and improved Agent Center is your hub for documents like SOAs, Permission to Contact, Medicare Needs Analysis, and more, so you can have AEP essentials right at your fingertips.

Days 90 - 61

1. Complete ALL certifications early
2. Verify your licenses and contracts are active in every state you sell in
3. Complete AHIP
4. Review this year's CMS compliance updates
5. Complete your required CE credits
6. Save all completion certificates for your own records
7. Confirm your E&O coverage is active
8. Audit your CRM for compliant data storage practices
9. Confirm your NPN is linked correctly with each carrier
10. If you have an agency, confirm your agency license is active
11. Connect with Value-Based Care facilities around you
12. Start scheduling a space for Medicare 101 classes
13. Review if any of your clients have an SEP or IEP during Annual Enrollment
14. Review carrier First Looks inside Messer’s Agent Center
15. Create a one-page cheat-sheet comparing your top plans
16. Learn about any new Special Needs Plans (SNPs)
17. Review dental/vision/hearing benefit differences across plans
18. Determine which Medicare plans pair well with ancillary/supplemental products
19. Review plan formularies
20. Review plan provider networks
21. Review your book of business and segment your clients by plan type
22. Review your sales process from start to finish to ensure it works well for you and your clients
23. Organize your workspace for optimal efficiency
24. Check in with clients for a personal touch and to ensure you have their most up-to-date contact information
25. Get client updates on prescription drugs and doctors
26. Identify clients affected by provider network changes
27. Start flagging clients whose plans are being discontinued or non-renewed
28. Review last year’s retention rate and identify drop-off reasons
29. Prepare a renewal thank-you message for consistent clients
30. Create a simple client satisfaction check-in script

Days 60 - 31

31. Make your AEP marketing budget—know how much you’re willing to spend on each marketing funnel you plan on using.
32. Create a website or landing page for your digital marketing
33. Decide how you want your potential clients to reach you—phone, email, text, etc.– bonus points if it’s simple and easy for people to remember!
34. Start planning your advertising—but be sure you’re compliant. Need help knowing what’s compliant and what’s not? Access our Compliant Advertising Quick Guide by filling out the form above!
35. Research lead programs you want to use—click here to see Messer’s lead vendor partners!
36. Set up a Google Business Profile with your office and/or service location and hours
37. Set up a referral request system for satisfied clients
38. Order your printed materials ahead of time, including business cards, pens, or other items with your contact information, flyers, mailers, etc.
39. Research on-location opportunities to put yourself in front of new, potential clients
40. Create a plan for compliant digital marketing—consider the types of ads you’d like to run, as well as when and where.
41. Set up a lead intake process before leads start flowing.
42. Set up a rule for how many touchpoints you make before marking a lead as cold
43. Organize leads by source to track return on investment (ROI)
44. Set up automated appointment reminders via text or email
45. Prequalify leads with a short intake questionnaire
46. Schedule daily blocks for lead callbacks
47. Prepare a no-show follow-up process for missed appointments.
48. Create a system to prioritize leads by intent
49. Create a priority list for lead value and urgency
50. Ensure each touchpoint has a clear call to action
51. Back up your data securely
52. Test your quoting software and tools before the rush
53. Ensure both your digital and physical files are organized for quick and easy access
54. Make sure you're set up to record your sales calls with clients and that you have a secure location to store the recordings for compliance
55. Set up and test your appointment calendar
56. Ensure your calendar syncs across all your work devices
57. Check that your phone, headset, and video call setup works reliably for all remote appointments
58. Make sure you can log in to carrier and enrollment platforms
59. Ensure your CRM is fully set up and ready to go
60. Test your email workflows and automations inside your CRM

Days 31 - AEP!

61. Set daily & weekly enrollment goals
62. Block out daily or weekly time on your calendar for handling administrative tasks separate from client-facing time
63. Starting October 1st, reach out to clients to schedule their AEP appointments and collect their Scopes of Appointment (SOA)
64. When scheduling appointments, build in buffer time between appointments for finalizing client files or traveling
65. Set a weekly review time to track your progress vs. your goals
66. Delegate non-selling tasks if you have support staff
67. Prepare backup plans for high-volume days
68. Keep a list of resources and contacts you can quickly refer to for troubleshooting time-sensitive issues
69. Send a pre-appointment checklist of needed information to your client, such as requesting they have their Medicare card, list of prescriptions, etc.
70. Create a list of questions to help you quickly determine if a new lead is viable or not
71. Prepare answers to common objections (cost, network, formulary)
72. Prepare a simple explanation of Medicare Advantage vs Original Medicare + Medigap
73. Practice active listening techniques for client concerns
74. Prepare a referral request script
75. Use a needs assessment form with each client to assist with plan comparison
76. Keep a checklist of D-SNP/C-SNP qualifications
77. Practice explaining Part D changes in plain language
78. Prepare a "why work with me" statement for potential new clients
79. Have a clear closing process ready for each sale
80. Act out different client appointment scenarios with a colleague
81. Plan who you can troubleshoot tough cases with
82. Prepare a stress-relief routine for high-pressure days
83. Plan simple, quick meals to make sure you eat well even on busy days
84. Stock up on snacks, water, office supplies, and other basics for long days
85. Set boundaries with family and friends about your AEP schedule
86. Get a health check-up before the busy season starts
87. Set a post-AEP reward for yourself to stay motivated
88. Set sleep goals to ensure you're energized throughout the sales season
89. Remember to take breaks throughout the day to get in movement and stretch
90. Schedule a planned time to officially rest and recoup after AEP ends