[On-Demand Webinar] Ask the Experts: 3 Ways to Prepare for Annual Election Period

Join three seasoned Medicare agents to learn how they prepare for Annual Election Period (AEP) each year, how to handle the ever-changing Medicare industry, and their top tips for success.

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Are You Prepared for AEP?

Enrollment season is always the busiest time, so your preparation makes a big difference. Join us for this panel-style webinar where we ask seasoned Medicare industry experts about how they prepare for AEP.

Some of the questions we'll ask include:

  • Do you have any tips when it comes to certifying?
  • Which marketing techniques do you leverage for turning 65 applicants?
  • What are your steps for prepping for AEP each year?
  • How do you navigate CMS changes?
  • What is your favorite way to decompress/destress during AEP?
  • What is your #1 piece of advice for Medicare producers this year?

We also take questions from the audience, so bring your questions with you!

Watch the on-demand recording below.

Meet the Panelists:


Jennifer Zimmerman

Owner of Medicare Healthcare WE CARE


David Ireland

Regional Marketing Director of The Brokerage, Inc.


Lacey Robertson

Executive Assistant & Customer Service Manager at Hovis & Associates


Allison Babberl
Product Marketing Specialist at AgencyBloc

When is Annual Election Period (AEP)?

AEP happens each year from October 15th - December 7th. It's when seniors review their plans, make changes, expand their coverage, and ensure they have what they need for the next year. There are also two other Medicare-related enrollment periods that happen from January through March: Medicare Advantage Open Enrollment Period and Part A / Part B General Open Enrollment Period.

What tools will be essential this enrollment season?

An agency management system (AMS) that helps your team manage prospects, clients, policies, and everything else is a must-have. Enrollment season is a busy time, so you want to be sure you have the tools that help you stay organized and make document management easy and accessible. 

Who is AgencyBloc?

AgencyBloc is an agency management system that helps life and health insurance agencies secure and grow their business with an industry-specific CRM, commissions processing, and integrated business and sales automation. All panelists are Members of The Bloc and will share their experience and advice on using AgencyBloc during and after enrollment season.