The Medicare Advantage Open Enrollment Period (OEP) runs January 1 to March 31 each year. It lets someone already enrolled in a Medicare Advantage plan make one change — switch to a different MA plan, or return to Original Medicare and add a Part D plan.
The MA OEP applies only to people already in a Medicare Advantage plan as of January 1, and allows a single change. It's where much of the post-AEP cleanup and switching happens.
Note: “OEP” can also refer to the Medigap Open Enrollment Period — a separate, one-time six-month window that begins when a person is 65 or older and enrolled in Medicare Part B, during which they can buy any Medicare Supplement policy without medical underwriting.
General information for licensed insurance professionals, not legal or compliance advice. CMS rules change — confirm the current plan-year Medicare Communications & Marketing Guidelines. Smart Agent CRM is not affiliated with or endorsed by Medicare or CMS.
Smart Agent ships with OEP and the rest of the Medicare workflow built in. See it on a 30-minute demo.
