2022 AEP Checklist
In order to prepare for the upcoming Medicare Annual Enrollment Period (AEP), it is essential to have a 2022 AEP checklist to have a well-organized start to the selling season. Medicare AEP officially begins on October 1st, 2021, with agents having the ability to start to discuss the new plan options with their clients. The enrollment dates span from October 15th, 2021, to December 7th, 2021, with start dates of 1/1/2022 for all plans.
Certifications
The first step every year in the journey to Medicare AEP preparedness is certifications. AHIP is the first major piece that should be finished before starting on anything else. AHIP (American Health Insurance Plans) launched the 2022 modules on June 21st this year. AHIP encompasses 5 modules, a 50-question test, and your updated FWA (Fraud, Waste, and Abuse) training. Once completed, this test is accepted by almost all carriers and will negate most Medicare 101 style training the carriers have built into their own training. If you need details on AHIP or any of the Medicare carriers 2022 training, please visit our AEP Toolkit for a detailed breakdown.
2022 AEP Checklist: Supplies
Although not as necessary with the emergence of remote selling, supplies are typically ordered around the first week of September. Supplies can include physical applications, brochures, and promotional materials you may need. This will come in handy for agents who are working both retail booths and scheduled events. We always recommend having some supplies available in case your clients do not have internet or an email address either way. Feel free to let us know what you need by ordering supplies through our website HERE.
2022 AEP Checklist: Marketing
Every agent needs a plan of attack on how they are going to market during this crucial season. Some questions you need to ask yourself. Are you going to send out BRC (Business Reply Cards) to potential clients? Are you hosting any sales or educational events (these need to be scheduled well in advance)? Are you going to be marketing online? And if so, will you be utilizing Facebook, Google, or some other social media platform to get leads. These are all crucial questions that need to be sorted out before October comes. Our sales team is here to help with these questions, including exclusive AEP co-op opportunities available, so reach out as soon as possible!
Pinnacle Financial Services’ Role
Pinnacle Financial Services is a full-service “FMO” that offers you the best technology in the business while giving you options as well. We are the only FMO in the country that offers BOTH Connecture and Sunfire platforms which gives you maximum flexibility during this busy time. I am the national agent trainer here and I am dedicated to helping agents navigate through the difficulty of all of the certifications and online marketing technologies. With time starting to dwindle, waste no time and reach out to us today!
Need Medicare leads? Learn about our Retail Opportunities
1 (800) 772-6881 x7731 | sales@pfsinsurance.com
Rob Valincius
National Director of Agent Training
Contact a Pinnacle Representative if you have any questions.
1 (800) 772-6881
support@pfsinsurance.com
