---
title: "Collect Client Information Before the AEP Appointment"
description: "The last thing you want during AEP is spending an appointment gathering information you could have collected beforehand. Intake links for Medicare, ACA, and life move fact-finding out of the meeting."
url: https://unlockedcrm.ai/blog/collect-client-information-before-aep-appointments
canonical: https://unlockedcrm.ai/blog/collect-client-information-before-aep-appointments
category: "Medicare"
published: 2026-08-03
updated: 2026-08-03
author: "unLocked CRM Team"
source: unLocked CRM — AI CRM for insurance agents
---

# Collect Client Information Before the AEP Appointment

## TL;DR

Send an intake link when the appointment is booked. Clients submit doctors, prescriptions, current coverage, and budget beforehand, so the appointment starts with recommendations instead of data entry.

# Collect Client Information Before the Appointment

The last thing you want during AEP is to spend an appointment gathering information you could have collected beforehand.

With unLocked CRM, you send intake links for Medicare, ACA, and life insurance.

Clients submit their information before the appointment, giving you more time to prepare and get straight to helping them.

## What changes

Without intake, the first 20 minutes of every appointment go to doctors, drugs, and current coverage. With intake, that is already on the record, and the appointment opens with two or three plan options that actually fit.

## Wire it into booking

The intake link should send automatically the moment an appointment is booked — same automation that carries the SOA and the reminder. See [AEP automations in 30 seconds](/blog/build-aep-follow-up-automations-in-30-seconds).

## Where the data goes

Everything submitted attaches to the client record and feeds quoting. Nothing gets retyped. [See the form builder](/ai-form-builder).

## FAQ

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## Related

- https://unlockedcrm.ai/blog/aep-oep-systems-readiness-guide
- https://unlockedcrm.ai/blog/aep-client-portal-document-collection
- https://unlockedcrm.ai/blog/build-aep-follow-up-automations-in-30-seconds

---

Source: [Collect Client Information Before the AEP Appointment](https://unlockedcrm.ai/blog/collect-client-information-before-aep-appointments) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/collect-client-information-before-aep-appointments.