The 2027 Medicare Annual Enrollment Period (AEP) is around the corner, and TLC Insurance Group wants to make sure you have the tools, resources, and support you need for a successful selling season.

Use this AEP readiness checklist to help you prepare:

✅ Complete Required Certifications and Training

• To sell Medicare and Affordable Care Act (ACA) plans, you must complete specific certifications and training.
• Use TLC's 2027 Agent Certification Page: This is your resource for certification links, step-by-step guides, and helpful tools.
• Save $50 by purchasing AHIP using TLC's AHIP link.

✅ Verify Licenses, E&O, and Carrier Appointments

• Make sure your resident licenses, non-resident licenses, and E&O coverage are active.
• Access TLC's discounted E&O program: Get coverage as low as $23.17 per month / $278 per year.
• Confirm that you are appointed and "Ready to Sell" (RTS) with all applicable carriers before marketing or discussing 2027 plans.

✅ Expand Your Portfolio

• Choosing the right carriers is critical to your success this AEP. Review TLC's National Carrier List for available contracts.
• Please contact us if you would like to discuss the products available in your area. We’ll help you evaluate what’s best for your market and goals.
• Email all contracting requests to contracting@tlcinsurancegroup.com.

✅ Create a Marketing Plan

• If you haven't started, start mapping out your strategy. Build a plan that helps you stay organized, maximize your time, and increase sales.
• Utilize TLC's easy-to-use Canva template as a starting point or click here for a downloadable PDF.

✅ Attend Carrier Product Rollouts

• Don’t miss local rollout events. These provide critical updates to help you stay informed and competitive in your market and give you valuable opportunities to interact in person with carrier representatives.

✅ Identify Marketing and Prospecting Opportunities

• Opportunity is everywhere! Contact your upline manager, carrier representatives, or TLC Insurance Group for marketing ideas, co-op support, and prospecting strategies.

✅ Prospect and Schedule AEP Activities

• Plan and schedule AEP events.
• Reconnect with carrier reps and key referral partners.
• Offer your services to local employers, unions, and associations.

✅ Order Marketing Materials, Sales Kits, and Giveaways

• Visit each carrier portal to order 2027 kits, flyers, and other materials.
• Check out the marketing section in the TLC Agent Hub for exclusive marketing materials for AEP 2027!

✅ Know Your Technology Resources

• Familiarize yourself with the agent portals and enrollment platforms provided by TLC and our carrier partners.

✅ Focus on Client Retention

• Send early communication to your book of business about the importance of a plan review during the Medicare AEP, October 15 to December 7, and the ACA Open Enrollment, November 1 to December 15.
• Schedule reviews with current clients and prospects. Don't forget to encourage them to bring a friend or refer others.
• Remind clients to contact you for all their insurance needs.

✅ Stay Compliant

• Send all marketing materials to compliance@tlcinsurancegroup.com for review and approval prior to use.

Join us for our AEP Playbook Training Series!

TLC’s AEP Playbook Series is a four-part live webinar offering designed to help you prepare for a successful Annual Enrollment Period. Learn proven strategies to retain clients, grow your book of business, generate referrals, and position your business for long-term success. Every session will be recorded, and participants will receive exclusive marketing materials, customizable resources, and practical tools to put these ideas into action.

Have Questions or Need Help? Call TLC at 1-800-719-3751 or email marketing@tlcinsurancegroup.com.