Charle Howard
Manager of Provider Referral Operations and Licensed Insurance Agent, MedicareCompareUSA
P 580.220.8489 | 855.735.6392 | charlene.howard@medicarecompareusa.com
During the Annual Enrollment Period (AEP), Medicare agents are tasked with helping a high volume of clients compare, select, and enroll in the best Medicare plans. Tools like SunFire and MedicareCompareUSA’s CRM make this process faster, easier, and more accurate.
SunFire allows agents to quickly quote and compare plans from multiple carriers in one platform, check provider networks, verify prescription coverage, and complete electronic enrollments — all without switching between multiple websites. This streamlined approach saves valuable time and ensures clients get accurate, side-by-side comparisons tailored to their needs.
Our CRM complements SunFire by providing a centralized hub for tracking leads, managing client communications, and keeping follow-up tasks organized. Its automation tools help agents prioritize prospects, send timely reminders, and ensure no opportunity is missed during the busiest season of the year. Together, SunFire and our CRM empower our Medicare agents to work more efficiently, serve more clients, and maximize sales potential during AEP while maintaining a high level of customer service and accuracy.
Feel free to reach out for assistance with either of these programs!
October 1:
Final plan details are released to the public and marketing can legally begin
October 15-December 7:
Annual Enrollment Period
January 1:
Plans sold during AEP become effective
January 1 – March 31:
Thanks to the OEP (Open Enrollment Period), your clients will have the opportunity to switch from the plan you enrolled them in to a new option. However, you cannot market to them during this time.