AEP Success Starts Now: 5 Things Agents Should Be Doing This Off-Season

1. Complete Your Certifications Early

Get your AHIP and carrier certifications out of the way while your schedule is light. That way, you’ll be ready to sell the moment plans are released—without last-minute stress or delays.

If you’re a JAR agent, don’t forget there’s an exclusive $50 AHIP discount available when certifying. It’s just one way we help you save while staying ready to sell.

2. Refresh Your Marketing Materials

Update your flyers, business cards, email signatures, and online profiles with current branding and contact info. Consider preparing pre-AEP postcards or scheduling fall social content now so you can hit the ground running.

JAR Agents: New 2026 marketing materials will be arriving on the JAR Print Portal in September, along with AEP postcards coming soon. Stay tuned—we’ve got fresh tools designed to help you stand out this season.

3. Organize Your CRM or Prospect List

Make sure your client database is up to date. Categorize contacts, note who needs renewals, and tag any leads from last season that still need follow-up. A clean system now means smoother follow-ups later.

4. Start Planting Seeds in Your Community

Attend local events, partner with providers, or simply check in with past clients. Even a “Just checking in—how’s everything going?” message helps maintain visibility and trust ahead of AEP.

5. Revisit Your Sales Strategy

What worked last AEP? What didn’t? Take time to reflect on your wins and roadblocks. Use those insights to set new goals and adjust your outreach approach so this AEP is your strongest yet.

A strong AEP doesn’t start in October—it starts now. Use July to get organized, get visible, and get ahead.

Want support with certifications, marketing, or prospecting? JAR gives independent agents the tools and training they need to succeed all year long. Click here to get started.