Medicare📌 Pinned Topic
Posted on 9/12/2026Strategies for Maximizing Retention in Medicare Advantage During AEP
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Sarah JohnsonVerified Agent
Licensed Medicare Agent
With the recent CMS guideline updates, retaining Medicare Advantage beneficiaries has become just as critical as acquisition. What retention workflows are your agencies using between October and January? We have seen success with an immediate 14-day post-enrollment welcome call to review formulary drug tiers.
#Medicare#AEP2026#Retention#CMSCompliance
3 Replies312 Views
Discussion Replies (2)
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Apex Insurance GroupVerified Agency
Agency RecruiterGreat point Sarah. At Apex, we mandate a 30-day benefit check-in to confirm the member received their OTC allowance card. It reduced rapid disenrollment by 18% last season.
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Michael SmithVerified Agent
Independent ProducerAutomated SMS reminders for annual wellness visits also help keep the relationship warm before the next enrollment cycle.