We are seeing seismic pressure in the Medicare Advantage market, as the industry adjusts to ongoing financial pressures. Plan exits, benefit pullbacks, adjustments to broker compensation — this is the new AEP reality that all brokers need to adapt to. 

The good news? Brokers who are properly supported by technology have a real growth opportunity. More beneficiaries will be seeking their guidance to understand plan changes, opening the doors for brokers to demonstrate their deep expertise and expand their client base. Those who can systematically keep track of all the market changes and clearly explain to clients what they need to do to avoid gaps in coverage will be in high demand. 

Our latest tools make this systematic approach possible: 

• AI Assistant: This year, our new AI will automatically monitor every policy in your CRM, flag clients who have had major changes to their plans, and enable proactive outreach. Shoutout to Jenna Scherma, Brian Wu, Torie Davids, Shawn Inman and their teams for all the work they’ve done to ingest and analyze CMS, carrier, and Sunfire data in real time. 
• Plan cheatsheets: Soon, brokers can quickly compare all the benefits details in their market side by side to better advise their clients. This tool launches next week and we’re excited to make it available to all brokers regardless of upline. 

Tools like this will increasingly become tablestakes for brokers who want to grow while maintaining their book of business. Too many still manage their book manually. With only 54 days in AEP, they simply won’t have enough time to support all of their clients who have been impacted by plan changes, much less pursue new growth.

But by upleveling their technology and using AI to automate plan disruption tracking and analysis, brokers can finally ensure every client continues to have the best coverage — and provide expert advice to even more people in their community. 

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