--- title: "Using Your Medicare Intake Link For AEP And Turning 65 Outreach" description: "AEP and T65 are volume games with compliance rules. One link collects card details, doctors, prescriptions, and both CMS signatures from every name on your list." url: https://unlockedcrm.ai/blog/medicare-intake-link-aep-t65 canonical: https://unlockedcrm.ai/blog/medicare-intake-link-aep-t65 category: "Medicare" published: 2026-09-17 updated: 2026-09-17 last_updated: 2026-09-17 author: "unLocked Team" publisher: unLocked CRM source_url: https://unlockedcrm.ai/blog/medicare-intake-link-aep-t65 summary: "Send the Medicare Intake Link to your Turning 65 list before their eligibility window and to your whole book before the Annual Enrollment Period (Oct 15–Dec 7)." license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/medicare-intake-link-aep-t65 source: unLocked CRM — AI CRM for insurance agents --- # Using Your Medicare Intake Link For AEP And Turning 65 Outreach ## TL;DR Send the Medicare Intake Link to your Turning 65 list before their eligibility window and to your whole book before the Annual Enrollment Period (Oct 15–Dec 7). Included message templates — a Turning 65 email, an Annual Enrollment text, and an annual-review text — deliver your personal link, and every response lands in your CRM with card details, doctors, prescriptions, and signed Permission to Contact and SOA. ## Key data points - Medicare's Annual Enrollment Period runs October 15 through December 7; agents can use an intake link to collect client details and SOA signatures from their whole book before it begins. AEP and Turning 65 season share the same problem: too many names, not enough hours, and two forms CMS requires before you can talk specifics. **One link, sent to the whole list, collects the details and the signatures while you keep selling.** ## Turning 65 Send the included Turning 65 email a few months before a contact's eligibility window. It explains why the window matters and delivers your personal intake link. The client completes it, signs the Permission to Contact and Scope of Appointment, and lands in your CRM ready for the T65 Pipeline. ## Annual Enrollment, October 15–December 7 Plans change every year, and so do your clients' doctors and prescriptions. Text the Annual Enrollment template to your book in the weeks before October 15. Every response updates the contact with current details — so your AEP appointments start from what is true now, not what was true last year. ## Annual reviews all year The same link powers off-season reviews. Send the annual-review template, and the client's updated information is waiting before you speak. ## The math Ten minutes of phone intake across a book of 300 clients is 50 hours you do not have in October. The link does that work in the background — and every partial submission still reaches you. See the templates and the full feature on the [Medicare Intake Link](/medicare-intake-link) page. ## FAQ ### undefined ### undefined ### undefined ## Related - https://unlockedcrm.ai/blog/medicare-intake-link-announcement - https://unlockedcrm.ai/blog/medicare-intake-link-first-call-workflow - https://unlockedcrm.ai/blog/medicare-intake-link-setup-guide --- Source: [Using Your Medicare Intake Link For AEP And Turning 65 Outreach](https://unlockedcrm.ai/blog/medicare-intake-link-aep-t65) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/medicare-intake-link-aep-t65.