AEP Starts Now: Build Your Pipeline, Relationships & Referral Network

Medicare season doesn’t end when enrollment periods end—it’s time to start building for AEP. In this training, Joanna Wyckoff explains how top Medicare agents use the months leading up to AEP to fill their calendars, nurture existing clients, cross-sell additional products, uncover overlooked plan benefits, and build valuable referral partnerships. Learn how to reverse-engineer Medicare plan benefits to find dentists, DME providers, vision centers, gyms, realtors, and other community partners, while using events and ongoing outreach to create a steady pipeline of prospects. The focus is simple: get active now, build relationships, provide value, and create the foundation for a successful AEP. Topics covered: Preparing for AEP Early Building a Full Activity Calendar Cross-Selling Your Existing Book of Business Reverse-Engineering Plan Benefits Building Referral Partnerships Community Engagement & Events Building a Prospect Pipeline Finding Special Enrollment Opportunities The Core Strategy