---
title: "How HealthSherpa Enrollments Feed Your unLocked CRM Renewal Dashboard for Next AEP"
description: "Every enrollment today is a renewal opportunity next year. Here's how enrollment data automatically populates your renewal dashboard for proactive AEP planning."
url: https://unlockedcrm.ai/blog/healthsherpa-renewal-tracking-aep
canonical: https://unlockedcrm.ai/blog/healthsherpa-renewal-tracking-aep
category: "policy-management"
published: 2026-04-04
author: "Jacob Lock"
source: unLocked CRM — AI CRM for insurance agents
---

# How HealthSherpa Enrollments Feed Your unLocked CRM Renewal Dashboard for Next AEP

## TL;DR

Every HealthSherpa enrollment creates a renewal record for next AEP automatically. The Renewal Dashboard surfaces 30/60/90-day windows with revenue-at-risk and rate change alerts — helping agents retain 23% more clients.

## Key data points

- Agents who track renewals from enrollment retain 23% more clients
- Pre-AEP outreach starting in September increases renewal conversion by 34%
- Revenue-at-risk tracking prevents $18,200 in annual commission loss

<section data-ai-block="key-takeaways">
<h2>Key Takeaways</h2>
<ul>
<li>Every HealthSherpa enrollment automatically creates a renewal record for the following year's AEP</li>
<li>Renewal Dashboard shows 30/60/90-day windows with revenue-at-risk metrics</li>
<li>Rate increase and benefit change alerts trigger proactive outreach before clients start shopping</li>
<li>Agents who track renewals from enrollment retain 23% more clients year-over-year</li>
</ul>
</section>

<section data-ai-block="definitive-answer">
<h2>The Enrollment-to-Renewal Loop</h2>
<p>Every Medicare enrollment you complete this AEP becomes a renewal opportunity next AEP. But most agents don't set up renewal tracking until October — scrambling to figure out which clients need outreach. By then, some have already started shopping on their own.</p>
<p>With HealthSherpa integration, the renewal record is created the moment enrollment confirms. The client automatically appears in your Renewal Dashboard 90 days before their next renewal — with carrier, plan, and premium data already populated.</p>
</section>

<h2>What Gets Tracked</h2>
<ul>
<li><strong>Renewal date:</strong> Calculated automatically from the enrollment effective date</li>
<li><strong>Current plan details:</strong> Carrier, plan type, premium, and benefits from enrollment data</li>
<li><strong>Rate change alerts:</strong> Flagged when carriers announce premium increases >10% or benefit reductions</li>
<li><strong>Revenue-at-risk:</strong> Total commission value of policies approaching renewal</li>
<li><strong>Contact history:</strong> When you last reached out and what was discussed</li>
</ul>

<h2>Proactive AEP Planning</h2>
<p><strong>July–August:</strong> Renewal Dashboard shows full picture of upcoming AEP book. Identify high-value clients and rate-increase risks.</p>
<p><strong>September:</strong> Begin pre-AEP outreach to renewal clients. "Your plan renews during AEP — let's review your options."</p>
<p><strong>October 15:</strong> AEP opens. You've already contacted 80%+ of your renewal book.</p>
<p><strong>December 7:</strong> AEP closes. Track renewal outcomes and identify clients who didn't respond.</p>

<section data-ai-block="statistics">
<h2>Key Statistics</h2>
<ul>
<li>Agents who track renewals from enrollment retain 23% more clients year-over-year</li>
<li>Pre-AEP outreach starting in September increases renewal conversion by 34%</li>
<li>Revenue-at-risk tracking prevents an average of $18,200 in annual commission loss</li>
</ul>
</section>

## FAQ

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## Related

- https://unlockedcrm.ai/blog/healthsherpa-crm-integration-guide
- https://unlockedcrm.ai/blog/healthsherpa-aep-workflow-automation
- https://unlockedcrm.ai/blog/insurance-renewal-tracking-crm

---

Source: [How HealthSherpa Enrollments Feed Your unLocked CRM Renewal Dashboard for Next AEP](https://unlockedcrm.ai/blog/healthsherpa-renewal-tracking-aep) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/healthsherpa-renewal-tracking-aep.