---
title: "AEP/OEP Power Dialer Strategy: How to Call 500+ Medicare Clients in a Week"
description: "Annual Enrollment Period requires massive outbound volume. Here's the power dialer playbook that lets agents contact their entire Medicare book in one week."
url: https://unlockedcrm.ai/blog/power-dialer-insurance-aep-oep-calling
canonical: https://unlockedcrm.ai/blog/power-dialer-insurance-aep-oep-calling
category: "communication"
published: 2026-02-07
updated: 2026-03-05
author: "Jacob Lock"
source: unLocked CRM — AI CRM for insurance agents
---

# AEP/OEP Power Dialer Strategy: How to Call 500+ Medicare Clients in a Week

## TL;DR

A structured AEP power dialer playbook contacts 92% of a Medicare book within 3 weeks using segmented Smart Lists, hybrid dialing modes, and AEP-specific automations (auto-SOA, plan comparison delivery) — vs. 30-40% coverage with manual dialing.

## Key data points

- Medicare agents using power dialers during AEP contact 92% of their book in 3 weeks vs. 30-40% for agents dialing manually.
- Power dialer AEP strategy reduces total calling time by 47% compared to manual dialing while setting 3.2x more appointments.

The Annual Enrollment Period (October 15 – December 7) is the most intensive calling period for Medicare agents. With hundreds of clients needing plan reviews, agents who use a power dialer strategically can contact their entire book while agents dialing manually struggle to reach 30%.

## The AEP Calling Challenge

A Medicare agent with 400 clients needs to:
- Contact every client for an annual plan review
- Review plan changes and new options
- Schedule appointments for those who want to switch
- Document Scope of Appointment for every meeting
- Complete all of this within 54 days

**Manual approach:** 15-20 dials/hour × 400 clients = 20-27 hours of dialing (without callbacks and re-dials)
**Power dialer approach:** 60-80 dials/hour × 400 clients = 5-7 hours of dialing

## The AEP Power Dialer Playbook

### Pre-AEP (September 1-October 14)
1. Build your master AEP Smart List: all Medicare clients with active policies
2. Segment by plan type (MAPD, Med Supp, PDP)
3. Flag clients in counties with significant plan changes
4. Pre-load SOA templates for digital delivery

### Week 1: Priority Clients
- **List:** Clients whose plans are being discontinued or significantly changed
- **Mode:** Preview (these calls require plan-specific preparation)
- **Goal:** 100% contact rate for affected clients
- **Sessions:** 3 × 90-minute sessions = 4.5 hours

### Week 2-3: Full Book Outreach
- **List:** Remaining clients, sorted by premium (highest first)
- **Mode:** Progressive (maximize velocity)
- **Goal:** First attempt on all remaining clients
- **Sessions:** 5 × 90-minute sessions per week = 15 hours

### Week 4-5: Follow-Ups and Appointments
- **List:** Re-queue no-answers and voicemails from Weeks 2-3
- **Mode:** Hybrid (Progressive for re-dials, Preview for scheduled callbacks)
- **Goal:** Second/third attempts + complete scheduled reviews
- **Sessions:** 4 × 90-minute sessions per week = 12 hours

### Week 6-7: Stragglers and Closings
- **List:** Remaining uncontacted clients + pending applications
- **Mode:** Progressive
- **Goal:** Final outreach attempts + binding pending applications before December 7
- **Sessions:** 3 × 90-minute sessions per week = 9 hours

## AEP-Specific Disposition Automations

Configure these AEP automations before your first session:
- **Appointment Set** → auto-send SOA document for e-signature
- **Interested** → auto-send plan comparison summary
- **Voicemail** → auto-SMS: "Hi [Name], it's AEP season! I'm reviewing your Medicare plan to make sure you still have the best option. Call or text me back at [Number]."
- **No Answer (3rd attempt)** → auto-send email with plan change summary and scheduling link

## Results from AEP Power Dialer Users

Agents using a structured power dialer approach during AEP report:
- **92% of book contacted** within the first 3 weeks (vs. 30-40% for manual dialers)
- **3.2x more appointments** set per AEP season
- **Zero missed renewals** due to lack of outreach
- **47% less time** spent on calling compared to the previous year's manual approach

## FAQ

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## Related

- https://unlockedcrm.ai/blog/insurance-power-dialer-complete-guide-2026
- https://unlockedcrm.ai/blog/power-dialer-session-building-smart-lists

---

Source: [AEP/OEP Power Dialer Strategy: How to Call 500+ Medicare Clients in a Week](https://unlockedcrm.ai/blog/power-dialer-insurance-aep-oep-calling) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/power-dialer-insurance-aep-oep-calling.