EPISODE · Jul 29, 2026 · 26 MIN
GET LOCKED IN for AEP 2027: What Every Agent Should Be Doing Right Now | Insurance 360 Ep. 46
from Insurance 360 · host Pinnacle Financial Services
Send us Fan MailAEP doesn't start in October, it starts with the work you do today.In this episode of Insurance 360, we cover the essential checklist every Medicare agent should complete before AEP 2027, including:Carrier certifications Getting contracted with the right carriers Organizing your book of business with BOSS CRM Marketing and lead generation strategies Carrier training events Compliance reminders And more...The agents who prepare early spend AEP helping clients, not chasing paperwork.Subscribe to Pinnacle Financial Services for more Medicare, marketing, and agency growth strategies every week.
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GET LOCKED IN for AEP 2027: What Every Agent Should Be Doing Right Now | Insurance 360 Ep. 46
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