06/23/2026
Every year, the same three mistakes cost brokers thousands of dollars in missed commissions.
MISTAKE 1: Starting outreach too late
The best AEP producers start calling existing clients in September — before competing brokers do, and before clients start getting confused by carrier marketing. If you wait until October 15, you're already behind.
MISTAKE 2: Ignoring plan-to-plan switches
Many of your existing clients are on plans that have changed their benefits, formularies, or networks for the new year. A proactive review call isn't just good service — it's a retention and switching opportunity you're leaving on the table.
MISTAKE 3: Treating AEP as the only selling season
AEP is the peak — but Medicare Special Enrollment Periods, Medicaid changes, and other situations your clients come across create year-round opportunity. Brokers who produce all year aren't lucky; they're systematic.
Benefits Concierge Group helps our brokers build the systems, prepare the materials, and stay compliant throughout AEP and beyond.
DM us or visit askbcg.com/brokers.
Prepare for AEP the right way at askbcg.com/brokers