AEP Agent Checklist

AEP Agent Checklist: Let’s Goooo!

It’s not just AEP — it’s your time to shine!

AEP Motto: Hustle Hard. Help More. Have Fun.
You’ve got the tools, the talent, and the hustle. So let’s finish this AEP stronger than ever!

☐ AHIP: Done and dusted!
☐ Carrier certifications? You’re all in.
☐ Marketing materials? Ordered and ready to roll.
☐ Scope of Appointment forms printed, saved, and ready for signatures.
☐ Calendar blocked off for full-on sales ninja mode.
☐ CRM set up to track leads like a champ.
☐ Snacks stocked!

☐ Start connecting with past clients (aka your biggest fans).
☐ Set appointments — your calendar is your best friend.
☐ Review 2026 plans like a boss.
☐ Double-check provider and pharmacy networks.
☐ Practice your plan pitch in the mirror.

☐ Collect SOAs before each appointment (stay compliant, stay cool).
☐ Present plan options with confidence (and maybe a little flair).
☐ Submit apps promptly — no delays, no drama.
☐ Log every sale, every lead, every high-five moment.
☐ Send a quick thank you or confirmation to your clients.
☐ Hydrate. Stretch. Repeat.

☐ Follow up: Did they get their ID cards? Are they happy?
☐ Check for app issues or rejections (and fix ‘em fast!).
☐ Celebrate your wins (treat yourself — you earned it).
☐ Reflect & Reset for SEP, OEP, and Beyond.

Taryn Mott

Director of Provider Referral Operations & Training, MedicareCompareUSA
P 405.757.5321 | 855.735.6392 | taryn.mott@medicarecompareusa.com