Licensed agents in the Medicare space are well-versed in the rhythm of the Annual Enrollment Period (AEP) and the Medicare Advantage Open Enrollment Period (MA OEP). The busy months from October through March are often a whirlwind of enrollments, client meetings, and strategic marketing campaigns. But what happens when these active seasons end?

Key takeaways

    1. Special enrollment periods can offer significant year-round sales opportunities beyond the standard Annual Enrollment Period (AEP) and Open Enrollment Period (OEP) windows.
    2. Understanding the detailed SEP triggers and eligibility requirements can be daunting, but it is necessary for taking advantage of these opportunities.
    3. Ensure compliance with all documentation requirements and SEP timelines to protect enrollees from coverage gaps and penalties, while maximizing business opportunities.
Joe Brandau