AEP Checklist
AEP Checklist
General Items
- Stay informed on changes in Medicare regulations
- Maintain a strong knowledge of all available plans
Preparation for AEP
- Review previous year's AEP performance
- Update training on plan changes
- Gather marketing materials
- Schedule enrollment events
- Confirm staff availability
- Review compliance and regulatory updates
Client Outreach
- Create a list of existing clients
- Identify potential new clients
- Send out reminders for enrollment period
- Prepare personalized communication for clients
- Organize follow-up calls or meetings
Enrollment Process
- Ensure enrollment software is updated
- Train staff on enrollment procedures
- Prepare necessary documentation for clients
- Set up appointment scheduling system
- Confirm client eligibility requirements
Post-AEP Follow-Up
- Review enrollment numbers
- Gather client feedback
- Analyze marketing effectiveness
- Conduct team debriefing session
- Plan for next enrollment period
Generated from Panda Checklist
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