Top 10 Critical Checklist for AEP 2020 - Read More

CareFree is here to help with your final preparations for AEP. Before you begin marketing and selling, review this Top 10 list to ensure your sales activities are compliant. Click the plus sign after each topic to learn more.

1. Agents Must be Fully Contracted and Certified   

2. Update Sales Kits with 2020 Star Rating Information   

3. Don’t Market Before 10/1   

4. Marketing from 10/1 to 10/15   

5. Submit ALL Events and Event Updates to Carriers   

6. Submitting Applications in AEP   

7. Unsolicited Direct Contact / Consent-to-Contact / SOA   

8. Ways to Avoid Receiving Member Complaints   

9. Customer Service   

10. Preparing for OEP   


If for some reason your client is not pleased with their 2020 plan selection, agents and brokers may use the OEP to make the changes below once between 1/1 and 3/31.

Currently enrolled for 1/1/2020

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