AUTOMATE YOUR AEP
The Reliable Way for Health & Medicare Agents to Manage Appointments and Focus on People, Not Paperwork
Chasing Scope of Appointment forms, confirming appointments and sending reminders eats hours you don’t have, and the season runs out before you’ve seen everyone. Book appointments faster. Collect scopes automatically. Stay compliant without the stress.
- Eliminate busywork
- Help more clients
- Stay compliant
- We reach out for you When the enrollment period opens, personalised invitations go out across your book — you do not send them.
- They land on your calendar It is synced with the calendar you already keep, so the hours you are busy are never offered.
- They pick a time From any device, without a single phone call back and forth. The slot is held as soon as they choose it. 9:0010:302:15
- They sign the Scope The Scope of Appointment or consent form is e-signed before you meet, and filed against the appointment.
- They turn up Reminders keep going out right up to the appointment, so far fewer of them quietly become no-shows. 2 days1 day1 hour
SOLUTIONS
Get a powerful Enrollment Period automation platform to help you accomplish more in less time
Automated Appointment Setting
Send personalized invites, follow-ups, and reminders, automatically. Fill your calendar, fast.
Online Scheduling Calendar
Let clients book appointments on their own time. Be available without being on call.
E-Signed Scope of Appointment & Consumer Consent Form
Collect Medicare Scope of Appointment forms with ease. No printing, scanning, or chasing signatures.
Automated Appointment Setting
No more chasing people down or wondering who’s next. We help you fill your calendar faster, without the back-and-forth. Designed specifically for Medicare appointment setting during AEP and T65.
- Send emails instead of making phone calls
- Follow the rules without worrying about them
- Send invites that feel personal
- Reminders and follow-ups run on autopilot
- Protect your time automatically
Online Scheduling Calendar
Be available without being glued to your phone. You’re in control of when and how people book time with you. Your calendar, your rules:
- Let clients book themselves
- Only shows times you’re available
- Choose where and how you meet
- Set your own rules
- Works on any device
E-Signed Scope of Appointment
Clients sign online. No printing, scanning, or follow-up calls. You stay compliant without the paperwork chase.
- Clients can sign from any device
- Automatic reminders do the follow-up
- Know who’s ready to meet (and who’s not)
- Compliance is built in
- Spouse or household? No problem.
Get set up quickly with help from our onboarding team
Every AgentMethods account comes with guided onboarding. We’ll help you set up your appointment campaigns, customize your calendar, and make sure your SOA forms are ready to go. Now you can hit the ground running this AEP.
Reasons to partner with AgentMethods
This year I tried their new AEP scheduling program and WOW, what a success it has been for us. I have over 150 appointments so far, and the results speak for themselves.
I’ve been very pleased with the telephone support and education I've received over the past several months. Additionally, the AEP Scheduling feature and Social Media campaigns are key to my success.
With their services — through email, newsletter, social media, and AEP — we can focus on what we need to do to succeed.
Take the scheduling busywork off your desk.
AEP scheduling is one piece. Websites, email, social, and reviews all run on the same platform — and we’ll show you all of it in one 30-minute demo.
FAQ
Questions About Automating AEP?
We’ve got answers to help you stay compliant, save time, and see every client on your list.
How is this different from other scheduling tools?
Most schedulers aren’t built for insurance agents. Ours is. It follows Medicare rules (like the 48-hour Scope of Appointment window), includes pre-written outreach campaigns, and supports required forms — making it ideal for AEP, T65, and ACA appointments.
Do I have to write my own appointment emails and reminders?
No. We provide pre-written, personalized templates for invites, reminders, and follow-ups. Just choose your campaign, add your contacts, and the system does the rest.
Can I control when clients can book with me?
Yes. You can set your availability, block off personal or office time, and decide how far in advance clients can schedule. We also sync with your existing calendar to avoid conflicts.
What happens if a client doesn’t sign the Scope of Appointment form?
The system tracks it for you. If the form isn’t signed in time, the system sends automated reminders, and it can cancel or reschedule the appointment.
Is your content CMS compliant?
We follow CMS Medicare marketing guidelines across our platform, including websites, emails, and Scope of Appointment forms. While CMS doesn’t officially “certify” content, we’ve helped thousands of agents stay compliant during AEP.
Does AgentMethods connect to my CRM?
We currently integrate with Radius, Lead Advantage Pro, and AgencyBloc. We also support Zapier, making it easy to connect with hundreds of other tools.
Can you help me book appointments?
Yes! Our appointment setting platform is built specifically for enrollment seasons. You can send invites through email or let clients book directly on your site. The system will automatically collect e-signed Scope of Appointment forms for Medicare.
What is included in onboarding?
We’ll walk you through everything — appointment campaigns, calendar setup, and e-signature tools. Our onboarding team sets you up for success so you’re ready to go before AEP begins.
Thousands of insurance businesses trust us. You can too.
Starting at $179/month
Growth starts here
This isn’t just a demo. It’s a chance to talk through your goals, challenges, and vision with someone who understands the insurance business. We’ll show you how to engage clients, build trust, and grow your book of business — without doing it all on your own.
Solutions
- Websites
- Compliant content
- Email marketing
- Scheduling tools
- Social media posts
- Automations
What to expect
- Schedule a time that works for you
- A live demo with an insurance marketing expert
- A conversation about what’s working, what’s not, and where you want to take your business
Ready to spend less time marketing and more time growing?
Get a live walkthrough of how AgentMethods can help you engage clients, build trust, and grow your book of business.
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