Navigating Disruption with Real Support
The 2027 AEP is shaping up to be one of the most turbulent seasons in recent Medicare history. Between carrier service area reductions, plan terminations in rural markets, and beneficiaries facing higher out-of-pocket costs, independent agents are caught right in the middle.
How LeClair Helps You Turn Change into Action
Your Step-by-Step 2027 AEP Checklist
A practical timeline to organize your carrier certifications, segment at-risk clients, protect your calendar, and stay on top of upcoming shifts.
Phase 1
Establishing Operational Foundations
Certifications & Contracting
Complete AHIP training and required carrier certifications through LeClair's partner link for preferred pricing.
- AHIP Training Link – discounted rate of $125
- Reach out to [email protected] for current carrier certification links
Tools & Technology Audit
Test and update your CRM, quoting tools, and appointment-setting process.
Contracting Review
Verify active contracting status with all key regional and national carrier partners.
- Reach out to [email protected] for contracting questions
Capacity Planning
Lock in personal and professional commitments now — AEP moves fast, and burnout prevention starts early.
Phase 2
Early Outreach & Positioning
Client Outreach Planning
Identify clients most likely to be impacted by carrier changes or plan service area reductions.
Pre-AEP Communications
Send soft outreach — review invitations, client check-ins, and educational preview letters.
Scripting & Marketing
Refresh your email signatures, voicemail greetings, and client intake scripts.
- How Agents Can Talk To Medicare Clients Before Oct 1
- How Agents Can Deal with Non-Commissionable Plans in Client Conversations
- Medicare Basics Brochure 2026
Compliance Audit
Confirm all marketing materials reflect current CMS disclaimers and required compliance disclosures.
Training & Workshops
Register for LeClair's carrier update sessions and Annual Notice of Change (ANOC) workshops.
- Sign up for Boost Weekly and Engage Weekly for industry updates and upcoming education events
Phase 3
Execution & Enrollment
Marketing Launch
Begin official outreach and schedule priority appointments with your existing book of business as soon as the marketing period opens.
Enrollment Opens
Complete plan comparisons and Scope of Appointment (SOA) forms cleanly prior to every consultation.
ANOC Reviews
Walk clients through plan changes and discuss alternative options where needed.
Daily Workflow Pacing
Use structured block-scheduling and built-in rest intervals to sustain focus through the close of enrollment.
All AEP Resources
Skip starting from a blank page this AEP. LeClair's resource library gives you ready-made, compliance-minded documents built for the conversations 2027 will bring. Grab only what you need, when your clients need it.
Don't Face 2027 AEP Alone
Between coverage losses, rate hikes, and frustrated clients, this season will be tough. Partner with LeClair for the tools, carrier access, and hands-on support you need to protect your people and your practice.
Get Appointed