Your AEP readiness checklist
A pre-October checklist for individual Medicare agents — the audit cutoff on 2026-10-15, the carriers to confirm appointments with, the licenses to keep current, and the five standing objections answered in one place.
Two months before the audit cutoff
AEP opens on 2026-10-15. The AEPWatch readiness audit reconciles every license, carrier appointment, and certification against that cutoff and flags anything expiring in the next 30 days — so an August surprise does not become an October scramble.
The audit runs in the Dashboard tab of /workspace during August and September, the two-month readiness window. Anything expiring inside that 30-day ring gets pulled to the top of the queue with the carrier it belongs to, so you triage one carrier at a time instead of a single monolithic spreadsheet.
Ten Medicare carriers, one list
These are the ten most common Medicare carriers agents hold appointments with — also the canonical list during /onboarding. Confirm you are appointed with each one before AEP opens, especially if you added a carrier mid-year.
- UnitedHealthcare
- Humana
- Aetna
- CVS Health
- Anthem
- Cigna
- Kaiser Permanente
- WellCare
- Centene
- Molina
Anything expiring inside a 60-day window
Carrier appointments stop mattering the moment a license lapses. The /workspace dashboard surfaces an Upcoming Expiries panel that lists every credential coming due inside the next 60 days, grouped by carrier — first thing you open in the morning, last thing you close before AEP-week.
The questions agents ask before signing up
The five questions that come up on every pre-AEP call — answered in plain language on the /faq page with one outbound link to the surface each question is actually about.
Where to go from here
Get on the waitlist before October
The waitlist cohort gets the Audit panel enabled during August and September — the two-month readiness window — with no card required.