AEP may not officially begin until October, but the licensed insurance agents and agencies that perform best during enrollment season know the real preparation starts much earlier.
Heading into AEP 2027, early preparation matters more than ever. CMS marketing rule changes take effect on October 1, 2026. Carriers continue to adjust benefits, provider networks, and plan offerings. Beneficiaries are asking more informed questions and expecting clearer guidance.
The good news? AEP preparation doesn't have to be complicated.
Use July through September to get organized, understand your market, and remove distractions before enrollment activity ramps up.
