The 60-Day AEP Playbook: a week-by-week operations plan for agencies that can't afford to wing it.

We rebuilt our own AEP playbook three years in a row before it stopped being a panic and started being a process. Here's the week-by-week version we now ship to every new Smart Agent customer — campaign cadence, list segmentation, SOA tracking, dialer prep, and the four reports you should be running daily.

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What this looks like in practice

Inside Smart Agent, the relevant records are the Contact, the Policy, and any attached activity. The workflow we're describing here lives on the Policy timeline — every action lands timestamped, owner-attributed, and searchable.

• One automated trigger, surfaced on the right dashboard
• One report you can run every morning during AEP
• One follow-up template you can ship to every agent on day one

How to set it up

The shortest path: open your Smart Agent admin panel, find the Flow Builder entry for the workflow we describe, and configure the threshold. From there, the rest is reporting + iteration.

Book a demo to walk through this with a specialist using your own data.