AGENT PLAYBOOK SERIES

Get AEP-Ready Before Oct. 15

Download the free AEP Quick Start Playbook 2027.

AEP is won before the season starts.

This free agent-only playbook helps you prepare your certifications, carrier access, appointment calendar, quoting tools, follow-up process, and Bridge360 setup before the Medicare selling window opens.

Get the guide, review the checklist, and start building your AEP plan now.

October 15 is coming. Agents who prep now win Q4. Agents who wait until August scramble and miss commissions.

We prepared a complete AEP toolkit—no fluff, no discovery calls. Just what works.

Medicare AEP Boot Camp

What You Get

Three actionable assets designed to eliminate friction and maximize your Medicare enrollment volume.

01

AEP Quick Start Playbook 2027

A complete agent prep guide for the 2027 Medicare AEP season. It includes a 90-day AEP calendar, June–July prep steps, certification reminders, appointment planning, and post-AEP follow-up actions.

02

AEP Carrier Quick Reference

See a fast carrier reference with appointment speed, underwriting speed, commission speed, best-fit use, and portal or PIN notes. Use it to help organize your carrier strategy before AEP activity increases.

03

90-Day – Bridge360 Free Trial

Free access to our proprietary agent platform. Track appointments, manage leads, follow up on auto-pilot, and watch commissions roll in. No strings.

• Why Now

Last AEP, did you feel ready — or did you survive it?

By August, the good carrier slots are filled. The lead pools are picked over. Your follow-up turns into a fire drill.

June and July are the quiet window. The agents who use them win Q4. The ones who do not, scramble.

June and July

Build your carrier lineup, clean up your follow-up system, and start client conversations early.

August and September

Most agents start moving. Prepared agents already have their plan, scripts, and systems in place.

October 15

AEP starts. Prepared agents execute. Unprepared agents react.

What’s Next?!

Download your kit instantly. You’ll also get…

  • AHIP discount link (save on certification costs)

  • Bridge360 trial and quick-start video

  • Carrier specialist contact for support
Expert tools, ready when you are. We’re here to help, not to spam.

To access the Bridge360 trial, you must be contracted with IAD. If you are not currently contracted with IAD, please consider doing so today.

Trusted by 500+ independent agents nationwide.
IAD handles the backend. You handle the clients.

For licensed insurance agents only. Not for consumer distribution. Not CMS-approved marketing material. Agents are responsible for following all applicable CMS, carrier, state insurance, licensing, appointment, certification, Scope of Appointment, TPMO disclaimer, call-recording, permission-to-contact, privacy, TCPA, marketing, and enrollment requirements.

Get Your Free AEP Playbook