Agent CRM
Free Live Workshop

Get Your Medicare Marketing Engine Ready for AEP

A free live workshop for Medicare agents who want leads, appointments, and referrals flowing before Annual Enrollment starts — not scrambling to catch up once it does.

Wednesday, September 23 · 2:00 PM EST / 11:00 AM PSTLive OnlineFree — Plus a Gift Package You Can Claim Through Mailbox Power

Bring your questions. Every attendee can claim a gift package from Mailbox Power by signing up for a free Mailbox Power account.

AEP Runs October 15 – December 7. The Agents Who Win It Start Now.

The agents who show up ready for AEP are the ones already warming up leads and reactivating their book before it opens — not the ones still setting things up in week two. This workshop is built to get your marketing engine running now, so it's already working by the time AEP hits.

What We're Covering

A Simple Pre-AEP Plan

Get your marketing running now so it's already working by October 15.

Reactivating Your Book

How to reach past clients before your competitors even think about it.

What to Automate (and What Not To)

What actually needs to be set up before AEP, and what doesn't.

Direct Mail Meets Automation

How direct mail and CRM automation work together to keep you top of mind with Medicare-eligible prospects.

Real Talk, Not Just Nerd Talk

This is a working session, not a lecture. We're covering real systems and real automation — and every agent who attends live can claim a gift package from Mailbox Power: a t-shirt, brownies, a cookie, a rice krispy treat, and a mug. You'll just need to sign up for a free Mailbox Power account to claim it.

This gift is for live attendees only — you have to be there to claim it, and you'll need a free Mailbox Power account to receive it.

Who Should Attend

Medicare agents who know AEP is coming and don't want to be building their marketing from scratch the week it opens.

During the workshop, we'll also walk through how this maps into Agent CRM's Medicare agent setup, so you can see the system in action, not just hear about it.

Brought to You By

Agent CRM

The CRM and marketing automation platform built exclusively for insurance agents.

Mailbox Power

An automated direct mail and gifting platform that helps agents stay top of mind with personalized cards and postcards.

Save Your Free Spot

It's free, it's live, and gifts are available for attendees who sign up for Mailbox Power. Register below.