Annual Enrollment Period
Next Steps

The Annual Enrollment Period (AEP) for Medicare is October 15 – December 7

Step 2: Complete your Scope of Appointment Form

You will receive 2 emails within 2 business days after you complete your review form.  The first email is a simple tutorial on how to complete the Scope of Appointment form.  The second email includes the link to complete the scope of appointment.

The Scope of Appointment form is required by the government.  We must have that 


completed before we can discuss your review.  Watch the video to see how easy it is to complete and keep an eye out for the tutorial email and the email with your specific link to complete the Scope of Appointment form.

REMEMBER:  We must receive both step 1 and 2 from you by November 27th to ensure we will have time to complete your review.   There is a Federal Regulation that states we are not allowed to complete your review unless this step is complete — please send us your Scope of Appointment.

Step 3: Waiting

We work through the quotes (and pots of coffee 🙂 ) as fast as possible but there are only 2 of us and many of you.  Please be patient.  We hope the streamlined process this year allows a faster turnaround time than in the past so keep checking your emails.  

Step 4: Your Review

We will send you an email that either recommends you stay with your current plan –in which case you do not have to do anything it will automatically renew for next year, or we will make a recommendation to change and how much you will save by doing so.

 

There will be 3 options in your review email — change your insurance, don’t change your insurance or I still have a few questions.  Please respond to the email with one of those 3 options and we will proceed from there.

PLEASE NOTE:We cannot guarantee that forms received after Thanksgiving will be reviewed by the December 7 deadline. Be sure to reach out as soon as possible!