AEP Prep Starts NOW: AHIP Deadlines, COI Marketing & Filling Your Pipeline Before It's Too Late episode artwork

EPISODE · Jul 20, 2026 · 30 MIN

AEP Prep Starts NOW: AHIP Deadlines, COI Marketing & Filling Your Pipeline Before It's Too Late

from Insurance Business Babes · host Kathe Kline

It's July, which means AEP is closer than you think, and Kathy and Joanna are here to make sure you're not scrambling in October.In this episode, the Business Babes dive into everything Medicare agents need to be doing RIGHT NOW to prepare for the biggest season of the year. Joanna breaks down her no-nonsense approach to AHIP certification (skip the slides if you've already certified, but don't skip them if you fail), while Kathy shares why June and July are the most underrated months for building your pipeline.You'll hear real stories including Joanna's hospital scare in 2023 and the whirlwind birth of her daughter Harmony two days before Thanksgiving, that prove why "I'll do it later" is not a strategy. Kathy also unpacks her proven "Senior Moments" event formula: how a $120/month sandwich lunch and a rented room turned into years of consistent referrals, plus how to network with Centers of Influence (COIs) like doctors, home health agencies, and discharge nurses without coming off as pushy.Whether you're brand new to Medicare sales or a seasoned agent, this episode is packed with practical, low-cost strategies you can implement today, not in October.In this episode:Why June & July are your most important prep monthsAHIP vs. NABIP certification tips (and what to do if you fail) How to build a referral pipeline using COIs and joint eventsThe "Senior Moments" event model that costs $150 and pays off for yearsHow to work a table at a health fair without being "that" annoying agentWhy consumer resource guides are a $1.50 investment that keeps paying offReal talk on preparing for the unexpected during AEPIf you've been putting off your certifications or event planning, consider this your sign to knock it out today.  Hosted by Kathy Klein & Joanna Wyckoff

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AEP Prep Starts NOW: AHIP Deadlines, COI Marketing & Filling Your Pipeline Before It's Too Late

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