Q1 Playbook for FMOs, IMOs, and Agents: Turning Post-AEP Data Into Retention and Revenue
The first quarter of the year is often misunderstood in our industry. After the intensity of Annual Enrollment Period (AEP) and Open Enrollment Period (OEP), it can feel like a natural slowdown. But in reality, Q1 (January–March) is where the smartest organizations set themselves up to win the entire year.
Countdown to AEP: Why September Is A Make-or-Break Month
The Annual Enrollment Period (AEP) officially begins in mid-October, but the time leading up to it is where success is truly defined. For Field Marketing Organizations (FMOs) and insurance carriers, these weeks represent the final stretch before the enrollment floodgates open. They’re a critical window to finalize compliance, sharpen marketing campaigns, and make sure every agent is fully prepared.