The Nine Step AEP System Every Medicare Agent Needs Before October

For the first four or five years of her Medicare career, Katie Owen was writing business during AEP but paying a brutal price for it. Eye twitches. Missed family events. No Christmas preparation until days before. And more than a few seasons where she seriously considered walking away from insurance altogether.

Then she built a system. And everything changed.

In this episode of the Agency Acceleration Lab, Alex Branning sits down with Katie Owen — a Medicare expert with 23 fourth quarters in the insurance business — to talk about the nine step AEP process she built that turned her most stressful season into her most productive one.

Katie breaks down how she uses her CRM to automate client communication from start to finish, why she never does plan reviews live anymore and what she does instead, the one automation most agents forget to set up that costs them hours every single AEP, and how she uses doctor relationships and strategic partnerships to generate a steady stream of referrals without chasing anyone down.

If you are a Medicare agent heading into AEP and you are still running everything manually, this episode is going to change how you think about the next ninety days.