[Templates] 2027 Annual Election Period Email & Text Message Templates for Medicare Agencies

With the right automation in place, Medicare agencies can save 100+ hours on email and text communications to clients, prospects, and agents every AEP. These ready-to-use templates help your agency attract, sell, and retain more business this AEP season.

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Save Time This Annual Election Period (AEP) 

AEP is always a sprint, and the 2027 season is shaping up to be even busier than usual. Between carrier updates, new products, tightened CMS enforcement of Scope of Appointment (SOA) compliance requirements, client communication, and lead follow-ups, agents have their hands full.

To keep up, more senior insurance agencies are turning to automation. With an agency management system (AMS) that has automation built-in, agencies can save 100+ hours creating, managing, and sending communications every AEP, including emails, text messages, tasks, and compliance-specific messages.

To help your Medicare agency work smarter this season, we've put together ready-to-use email and text message templates so you can put automation to work right away. Use them to see exactly what you can (and should!) automate this enrollment season.

Download the templates!

When does the enrollment season start?

The Annual Election Period (AEP) runs from October 15th through December 7th every year. During this window, clients can switch their Original Medicare or Medicare Advantage plan, add Part D prescription drug coverage, or switch their existing drug plan. There's also a separate Medicare Advantage Open Enrollment Period (OEP) that runs January 1st through March 31st.

How does an Agency Management System help with enrollment season?

An AMS helps you stay on top of AEP and get more done in less time. Workflow automation, personal task management, automated email campaigns, industry-specific reporting, tailored lead forms, and integrated sales management are all tools worth leveraging during the rush.

How do I use these templates?

The email templates work with any email campaign builder. To use the other integrated features referenced here — like Advanced Search, Automated Workflow, and text messaging — you'll need a subscription to AMS+ or an equivalent AMS with similar capabilities.