[Templates] 2025 Annual Election Period Email & Text Message Templates for Medicare Agencies

Using automation, Medicare agencies can save 100+ hours on email notifications and reminders to clients, prospects, and agents every AEP. These email and text message templates will help your Medicare agency attract, sell, and retain more prospects and clients this AEP season.

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Save Time This Annual Election Period (AEP) 

The AEP season is always hectic — but the 2025 enrollment season is looking to be even busier than usual. Between carrier updates, new products, recently launched regulations, Scope of Appointment compliance requirements, client communication, lead follow-ups, etc., agents have a lot to do.

To tackle some of this, many senior insurance agencies are turning to automation. Using an agency management system with built-in automation, agencies can save 100+ hours in creating, managing, and sending communications every AEP. This includes emails, text messages, tasks, and compliance-specific messages.

To help your Medicare agency find success and efficiencies this season, we put together some email and text message templates to help you implement automation. These templates will help you understand what you can (and should!) automate this enrollment season.

Download the templates!

When does the enrollment season start?

Annual Election Period annually runs from October 15th to December 7th each year. During this time, clients can switch their Original Medicare or Medicare Advantage plan, opt into additional prescription drug coverage, and switch their existing drug coverage. There's an additional Medicare Advantage OEP that starts January 1st and runs until March 31st.

How does an Agency Management System help with enrollment season?

An AMS can help you stay on task and achieve more in less time during enrollment season. Workflow automation, personal task management, automated email campaigns, industry-specific reports, tailored lead forms, and integrated sales management are critical tools to leverage.

How do I use these templates?

The email templates are usable regardless of the email campaign builder you have. However, to use the other integrated features like Advanced Search, Automated Workflow, text messaging, etc., you must have a subscription to AMS+ or an equivalent AMS with similar capabilities.