5 Tips to Remember Going into AEP Season

OCTOBER 07, 2025

AEP season is here — and it’s go time! Whether you’re a seasoned pro or heading into your first full season, preparation is key to staying organized, efficient, and focused. With so many moving parts, it’s easy to overlook the small things that make a big difference in how smooth (and successful) your AEP goes.

Here are five smart tips to help you start strong, stay on track, and finish the season feeling confident — not burned out.

Pro Tip #1: Keep an “AEP Emergency Kit” Handy

Think of this as your on-the-go survival kit. Having everything you need within reach saves valuable time (and stress) when you’re in the field or working long days.
Include essentials like:

Extra SOA forms (both paper and electronic)
Backup hotspot or Wi-Fi source — connectivity issues can happen anywhere
Charging cables or portable battery packs — your phone and tablet are your lifelines
Compliance cheat sheet — a quick refresher helps avoid costly slip-ups
Scripts or talking points for common plan types — keep your conversations smooth and confident

Keep this kit in your car or your office “go bag,” and restock it weekly during AEP.

Pro Tip #2: Batch Appointments by Geography

If you’re meeting clients in person, this one is a game-changer. Instead of zig-zagging across town, organize your schedule by ZIP code, neighborhood, or region.

A few ways to make it easier:

Use Google Maps, Waze, or route-planning apps to map your day efficiently.
Schedule 15–30 minute buffers between appointments for notes, follow-ups, or a quick break.
Keep a printed or digital route backup — just in case your GPS acts up.

You’ll cut down on drive time, save gas, and reduce the mental fatigue that can come from constantly racing between appointments.

Pro Tip #3: Confirm All Pending Applications

Before AEP ends, double-check every pending or incomplete application from clients. Make sure there are no missing signatures, outdated forms, or unresolved issue.

Tip: Create a quick “Pending App Tracker” spreadsheet to monitor progress and follow up efficiently.

**Pro Tip #4: Encourage Your Clients to Call You With Questions**

Remind your clients that they’ll likely be getting calls, emails, or mailers from other agents and call centers — but you’re their trusted advisor.

A few simple reminders can go a long way:

Ask clients to save your number in their phone (or post your business card somewhere visible).
Send a quick email or text saying, “If you get calls about your plan — call me first so we can make sure it’s legitimate.”
Consider a friendly client newsletter or check-in email during AEP to stay top of mind.

Keeping communication open helps you retain clients and builds loyalty year after year.

Pro Tip #5: Move Your Strong Clients to OEP

For your loyal or long-term clients — the ones you know will stick with you — consider planning their reviews for OEP (Open Enrollment Period) instead of AEP.

Why?

It gives you more time and flexibility during the busiest part of AEP.
You can prioritize new or at-risk clients now and circle back later for updates.
It helps spread your workload across the year instead of packing everything into one high-pressure season.

Strategic scheduling helps you work smarter, not harder — and ensures every client still gets the time and attention they deserve.

Final Thought

The AEP season doesn’t have to be overwhelming — with the right preparation and mindset, it can be one of the most rewarding times of your year as an insurance agent. Focus on staying organized, communicating clearly, and working smarter with these proven AEP strategies. Remember, every client interaction is a chance to build trust and long-term success.

If you need extra support, resources, or guidance throughout AEP, don’t hesitate to reach out to your UIG team. We’re here to help you every step of the way — from compliance reminders to sales tools and beyond. Let’s make this AEP season your strongest one yet!