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Download the 2023 AEP Retrospective Report

Our annual AEP Retrospective Report provides actionable insights for Medicare carriers and brokers to implement more effective membership growth, retention and distribution strategies and campaigns. We applied our more than 18 years of experience helping the CMS, Medicare health plans, and field marketing organizations use data-driven insights and innovative technologies to retain and grow their membership in an increasingly competitive market.

These insights are based on the results from our Medicare Analytics and Agent Platforms used by health plans, brokers and their agents during the last calendar year. In this report, we highlight key themes that health plans and brokers of all sizes should consider as they develop their 2023 OEP/SEP and 2024 AEP strategies. 

Get your copy of the 2023 AEP Retrospective Report! We’ll also put you on the list to be among the first to get details about our upcoming 2024 AEP Marketing and Distribution Summit.

Fill Out the Form to Download the Report

2024 AEP Marketing & Distribution Summit

Who should attend the 2024 AEP Marketing & Distribution Summit?

Carriers, distributors, lead providers and related parties.

What can you expect to learn?

Actionable insights and valuable discussion regarding compliance with the new CMS 2024 proposed final rule governing the below proposed final rules.

  • Prohibition of ads that don’t mention a specific plan by name 
  • 48-hour waiting period for Scope of Appointment (SOA)-no exceptions 
  • Requirement for MAOs and Part D Sponsors to have an oversight plan that monitors agent and broker activities and reports non-compliance to CMS

About MyMedicareBot

MyMedicareBot helps Medicare health plans and brokers grow and retain their membership with distribution technology solutions and market insights. Experts in Medicare distribution, MyMedicareBot’s innovative solutions are quick to implement and increase the results our clients achieve from their sales, retention, and conversion campaigns.