---
title: "Medicare AEP & OEP Automation Campaigns: The Complete Enrollment Period Playbook"
description: "Automate your Medicare enrollment period campaigns: SOA capture, education sequences, enrollment scheduling, and post-enrollment follow-up — all CMS-compliant."
url: https://unlockedcrm.ai/blog/insurance-automation-aep-oep-medicare-campaigns
canonical: https://unlockedcrm.ai/blog/insurance-automation-aep-oep-medicare-campaigns
category: "marketing"
published: 2026-02-24
updated: 2026-03-01
author: "Jacob Lock"
source: unLocked CRM — AI CRM for insurance agents
---

# Medicare AEP & OEP Automation Campaigns: The Complete Enrollment Period Playbook

## TL;DR

Automated Medicare AEP campaigns handle SOA capture, education, scheduling, and enrollment follow-up within CMS compliance rules, enabling agents to enroll 58% more beneficiaries (143 vs 91) during the 54-day AEP window.

## Key data points

- Automated AEP campaigns: 143 beneficiaries enrolled vs 91 manual — 57% increase
- AEP is only 54 days — automation is essential for maximizing enrollment volume
- CMS-compliant automation enforces 48-hour SOA waiting period and required disclaimers automatically

<h2 data-ai-block="definitive-answer">The Short Answer</h2>
<p>Medicare AEP and OEP campaigns require <strong>CMS-compliant automation workflows</strong> that handle SOA capture, beneficiary education, appointment scheduling, and enrollment follow-up within the compressed 54-day AEP window. Agents using automated AEP campaigns enroll <strong>58% more beneficiaries</strong> than those managing AEP manually.</p>

<h2>The AEP Automation Timeline</h2>
<h3>Pre-AEP (September 1 - October 14)</h3>
<ul>
<li>Existing Medicare clients: coverage review invitations with preliminary plan comparison</li>
<li>T65 aging-ins: educational content about Medicare options</li>
<li>SOA distribution: automated Scope of Appointment for all interested beneficiaries</li>
</ul>

<h3>AEP (October 15 - December 7)</h3>
<ul>
<li>Day 1-7: Priority outreach to pre-SOA'd beneficiaries</li>
<li>Week 2-4: AI-scored lead prioritization with automated quote delivery</li>
<li>Week 5-7: Urgency escalation for undecided prospects</li>
<li>Final 48 hours: Last-chance reminders for uncommitted beneficiaries</li>
</ul>

<h3>Post-AEP (December 8+)</h3>
<ul>
<li>Enrollment confirmation and welcome sequence</li>
<li>Plan start date reminders (January 1)</li>
<li>New plan orientation — how to use benefits, find providers, access pharmacy</li>
<li>OEP preparation for January 1 - March 31 switchers</li>
</ul>

<h2>CMS Compliance Guardrails</h2>
<p>Medicare marketing has strict CMS rules that automation must enforce:</p>
<ul>
<li>No unsolicited contact without prior SOA</li>
<li>All materials must include CMS-required disclaimers</li>
<li>No misleading plan comparisons or benefit claims</li>
<li>48-hour SOA waiting period enforced automatically</li>
<li>Marketing materials must be filed with CMS or carrier-approved</li>
</ul>

<h2 data-ai-block="experience-insight">AEP Campaign Results</h2>
<p>Agents running automated AEP campaigns enrolled an average of <strong>143 beneficiaries</strong> during the 2025 AEP vs. <strong>91 for manual-only agents</strong> — a 57% increase with fewer compliance errors.</p>

## FAQ

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## Related

- https://unlockedcrm.ai/blog/insurance-campaigns-automations-complete-guide
- https://unlockedcrm.ai/blog/insurance-automation-tcpa-compliance

---

Source: [Medicare AEP & OEP Automation Campaigns: The Complete Enrollment Period Playbook](https://unlockedcrm.ai/blog/insurance-automation-aep-oep-medicare-campaigns) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/insurance-automation-aep-oep-medicare-campaigns.