Smart Moves to Make After AEP

You made it! AEP is officially in the rearview mirror, confetti optional, caffeine still recommended. Take a breather, but not a long one. This is the perfect window to get organized, lock in your progress, and set yourself up for a stronger year ahead.

Below are some practical ways to close out the season cleanly and build momentum for what’s next.

Get Your AEP Book in Shape

Start by reviewing every enrollment you submitted and confirming your files are complete and accurate. A clean system now saves headaches (and commission confusion) later.

Choose an organization method that lets you quickly access the details you need. Then, consolidate everything into one primary tracking tool. Using a CRM is strongly recommended, tools like InTouch Pulse (coming soon 👀) are designed to keep all your AEP data in one place.

Each client record should include enough detail to help you anticipate commission payouts in January and maintain solid compliance and record-keeping overall.

Recommended fields to track:

• Member full name

• Date of birth

• Medicare ID number

• Home address

• Phone number

• Carrier

• Product selected

• Application signature date

• Submission date to carrier

• Replacement vs. New to Medicare status

• Estimated commission amount

Spending a few weeks tightening up your book is not “extra work”, it’s a smart extension of AEP.

Confirm and Track Your Enrollments

Once your records are organized, the next step is verification. Make sure each enrollment was processed correctly and that you’re listed as the agent of record. Here’s how to do that efficiently:

Carrier Broker Portals

Many carriers provide online tracking dashboards. Compare their data against your CRM. If something’s missing, submit a ticket or inquiry, most carriers offer online support options that are faster than calling.

Carrier Broker Support Lines

If an online portal isn’t available, a call to broker services may be necessary. These calls can take time, so plan accordingly and bring patience (or a podcast).

Enrollment Platforms

If you submitted MAPD or PDP applications through an enrollment platform via your FMO, use the platform’s reporting tools to verify enrollments. Cross-check with appointment notes, confirmation emails, and carrier acknowledgments.

Shift Your Focus Forward

Once the cleanup is done, it’s time to zoom out and plan ahead.

Review What Worked (and What Didn’t)

Take an honest look at your AEP workflow:

• Appointment scheduling

• Calendar management

• Presentations

• Quoting and enrollment tools

• Compliance and call recording

• Client data storage

If something worked well, double down. If it didn’t, now’s the time to refine or replace it.

Embrace Smarter Technology

Technology should make your business easier, not harder. At InTouch Financial Group, we believe the right tools fuel growth. That’s why we’re rolling out new proprietary agent tools in January 2026, including InTouch Pulse and Pulse Campaigns. Stay tuned, this is where efficiency meets scale.

Reevaluate Your Product Mix

Was there a gap in your offerings during AEP? Maybe you need stronger life products, carriers with living benefits, or more ancillary options. Post-AEP is the ideal time to review, contract, and diversify while everything is still fresh.

Set Goals That Actually Stick

With the new year approaching, define goals that are ambitious, but realistic. A few ideas to get started:

• Add new carriers or product lines

• Qualify for a sales conference

• Launch a website, landing page, or sales funnel

Avoid overload. Limit yourself to no more than 10 goals, and clearly identify your top five priorities. Direction beats overwhelm every time.

Why Partner with InTouch

Working with InTouch Financial Group gives you access to:

• Contracting with top preferred carriers

• Marketing and sales support

• A responsive, knowledgeable team committed to your success, during AEP and beyond

If you’re ready to grow smarter with the right support behind you, contract with InTouch Financial Group at no cost and get started today.