Prepare before the rush
The weeks before AEP are the best time to set up your AI helpers. Use ChatGPT or Claude to build checklists for client reviews, reminder messages for appointments, and plain-language explanations of common terms like deductibles, copays, and formularies. Doing this early means you aren't writing from scratch at 9 p.m. in the middle of October.
Where AI fits during AEP
- Appointment reminders: draft friendly confirmation and reminder texts you can reuse.
- Review prep: paste in your own notes and ask the AI to organize them into a short list of questions to cover with each client.
- Educational content: create general explainers about how plan changes work, written at a reading level seniors appreciate.
- Recap emails: turn your meeting notes into a clean summary of what was discussed and what happens next.
Compliance comes first
Medicare marketing is tightly regulated. Don't paste client health information or Medicare numbers into public AI tools. Don't let AI create plan comparisons, benefit claims, or anything that functions as marketing material without checking it against the current rules and your carrier and FMO guidance. Use AI for structure and wording, and keep your compliance review step exactly where it is.
A realistic goal
The win isn't automation of the sale. It's getting back the hours you'd lose to typing, formatting, and rewording, so you can spend more of AEP actually talking with clients. Even saving fifteen minutes per appointment adds up quickly across a busy season.
Want This Set Up For You?
AI Business Growth configures ChatGPT, Claude, and simple automations for service businesses, then trains your team to use them. Start with a free evaluation, or see how we approach AI for insurance agencies.
Get Your Free AI Evaluation Calculate Your AI ROI