Medicare Sales Playbook

← Medicare Sales Playbook20 aug · 34 min

What Medicare Agents Should Expect This AEP

What Medicare Agents Should Expect This AEP20 aug34 min

AEP is approaching, and the Medicare market continues to change. In this episode of the Medicare Sales Playbook, Dallas and Matt make their predictions for the upcoming 2027 plan year—and break down what Medicare agents should be preparing for now.

From $0 premiums becoming less of a selling point to tighter networks, non-commissionable plans, PDP volatility, and increased disruption across the market, agents may have more complexity to navigate this AEP than ever before.

But the opportunity is still there for agents who are prepared.

Dallas and Matt discuss why agents need to become better at explaining value and trade-offs, investigating provider networks, cross-selling their Medicare clients, and becoming the knowledgeable, calming voice clients need when the market gets confusing.

In this episode:

Why $0 premiums may matter less to clients

How to sell the total value of a Medicare plan—not just the premium

Why non-commissionable plans could become more prevalent

The growing importance of cross-selling

Why Medicare Advantage networks could become the battleground

How PDP volatility could affect Medicare Supplement clients

Why disruption creates opportunity for knowledgeable agents