AEP 2025 is going to provide a unique opportunity for agents who are ready and prepared to take advantage of a changing regulatory landscape.
Sarah Korsch
Director of Training & Education
Trusted by brands
One Step at a Time
To help you get ready for AEP, we have created a Roadmap to AEP. It’s designed to provide month-by-month suggestions to follow so that you’re able to give your clients the information they need to make decisions about their health care insurance; and maintain your professional and personal calendar.
AEP 2025
AEP is going to provide a unique opportunity for agents who are ready and prepared to take advantage of a changing regulatory landscape
IRA
The IRA has placed a $2000 maximum out of pocket on Prescription Drug costs for clients
2025 CMS Final Rule
With the 2025 CMS Final Rule and continuing roll-outs of the Inflation Reduction Act, CMS is making efforts to level the playing field by eliminating steering incentives that create an anti-competitive environment
Opportunities
New opportunities always arise with change – take advantage of them!
CMS
CMS has redefined compensation to set a clear fixed amount, prohibits volume-based enrollments
Medicare Advantage
Medicare Advantage plans aren’t going anywhere and neither are you!
Sit back and watch
Monthly Checklist
June 2024
Speak to your SRM regarding your current carriers, portfolio
Get your AHIP completed - launches 6/24/2024
Create a plan to contact your clients regarding any changes
July 2024
Schedule client appreciation event for August
Complete any outstanding training
Contact all of your clients at least once for updates
August 2024
Hold client appreciation event for August
Finish contacting clients
Mental health checklist
Make sure you're taking care of yourself
September 2024
Schedule ANOC Events with help of carriers
Finish contacting clients
Reach out to LeClair for any last minute trainings or operational support
Subscribe to our Boost Weekly
Don’t miss out on carrier news and all our announcements. Sign-up today!