---
title: "Medicare AEP Strategy: The 90-Day Playbook for Maximum Enrollment"
description: "AEP generates 60–80% of Medicare agents' annual revenue. This 90-day playbook maximizes enrollments."
url: https://unlockedcrm.ai/blog/medicare-annual-enrollment-period-strategy
canonical: https://unlockedcrm.ai/blog/medicare-annual-enrollment-period-strategy
category: "Medicare"
published: 2026-04-03
author: "Jacob Lock"
source: unLocked CRM — AI CRM for insurance agents
---

# Medicare AEP Strategy: The 90-Day Playbook for Maximum Enrollment

## TL;DR

AEP generates 60–80% of Medicare revenue. Full-time target: 150–300 enrollments ($41K–$82K). Start prep July 15. CRM automates segmentation, outreach, SOA compliance, enrollment tracking.

AEP (October 15 – December 7) is the Super Bowl for Medicare agents. These 54 days generate 60–80% of annual revenue.

## 90-Day Timeline

### Phase 1: Pre-AEP (July 15 – Sep 30)
Complete AHIP/carrier certifications, review existing client plans, segment by risk, schedule appointments, prepare marketing.

### Phase 2: AEP Execution (Oct 1 – Dec 7)
Weeks 1–2: Existing client reviews. Weeks 3–4: New prospects. Weeks 5–6: Follow-ups. Weeks 7–8: Final push.

### Phase 3: Post-AEP (Dec 8 – Jan 15)
Process pending enrollments, send confirmations, schedule 30-day check-ins, begin OEP strategy.

## Revenue Benchmarks

| Agent Level | Enrollments | AEP Revenue |
| --- | --- | --- |
| Part-time | 50–100 | $12,500–$25,000 |
| Full-time | 150–300 | $41,250–$82,500 |
| Top Producer | 400–800 | $120,000–$240,000 |

## FAQ

### How many enrollments should I target?

Full-time: 150–300. Top producers: 400–800. Target 3–5/day for 54 days.

### When to start prep?

July 15. AHIP opens June.

## FAQ

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## Related

- https://unlockedcrm.ai/blog/medicare-aep-checklist-agents-2026
- https://unlockedcrm.ai/blog/medicare-supplement-vs-advantage-agent-guide

---

Source: [Medicare AEP Strategy: The 90-Day Playbook for Maximum Enrollment](https://unlockedcrm.ai/blog/medicare-annual-enrollment-period-strategy) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/medicare-annual-enrollment-period-strategy.