2027 AEP Action Planning Form

New Business Opportunities Within Your Markets That Can Be Developed:
Opportunities = Products, Specific Member Population (CSNP, DSNP), New Carrier, Plan Exits, etc.

Strategies = Seminars, Community Outreach, Marketing (direct mail, digital, etc.), Lead Programs etc.
New Business Opportunity #1:
Strategies to Develop
1) 
2) 
3) 
4)
5)
ProjectedProduction:
New Business Opportunity #2:
Strategies to Develop
1) 
2) 
3) 
4)
5)
New Business Opportunity #3:
Strategies to Develop
1) 
2) 
3) 
4)
5)
ProjectedProduction:
New Business Opportunity #4:
Strategies to Develop
1) 
2) 
3) 
4)
5)
ProjectedProduction:

Key Takeaways

Do you have members that may need to be moved on an individual basis during AEP?
Strategies to Effectively Move (Use my PURL, ClientSync, etc.)
1) 
2) 
3)
My To Do List (work with marketing on mailer, organize BOB, get training on Medicare Center, Client Sync, etc.:
1) 
2) 
3) 
4)
Should be Empty: