Prepare for Medicare Annual Enrollment

Develop an Action Plan for a Winning Season

For brokers selling Medicare Advantage plans, AEP is our Super Bowl, and we want you to come away with the championship ring. Here’s our tips and tricks on how to navigate a successful AEP season with Samaritan.

Complete your AHIP or NABIP training.
Verify you are an appointed agent with Samaritan.
Complete your product training.
Order your enrollment guides.
Connect with us if you want to co-host CMS-compliant marketing events.
Learn who is entering and exiting the market.
Familiarize yourself with regulatory changes.

Help Your Clients Understand the Enrollment Process

We have a handy online reference that walks them through the enrollment process from pre-enrollment to making a change during OEP. Please share this with all the clients you place with Samaritan.

AEP Timeline

• Sept. 3 – Oct. 1: Complete Broker Certification.

• Sept. 10 – 12: Broker Training – 2025 Product Rollout.

• Oct. 1: Packet Pickup at Samaritan Health Plans (Corvallis Office).

• Dec. 7: Last Day to Submit Enrollment Applications.

Please note, we will not be accepting additional broker appointments after Oct. 14, 2024, for the upcoming AEP cycle.

Get to Know Your Medicare Advantage Broker Support Team

Kari Shinn

Meet Kari
Janice Crayk

Meet Janice

Want Us to Join Your Medicare Information Session?

We’re happy to support you in your efforts to attract new business. Please email our Broker Support Team at [email protected] to request a speaker, meeting materials, enrollment guides or promotional items.