Sorry, registration has ended.

Dedicated Insurance Advisors (DIA) will conduct a practical Medicare AEP 2027 training focused on plan comparison, carrier readiness, compliance, enrollment platforms, client preparation, and Ready-to-Sell requirements.


  • Date:10/02/2026 10:00 AM - 10/02/2026 02:00 PM
  • Location 738 South Texas 6 suite 350, Houston, TX 77079, USA (Map)

Description

Dedicated Insurance Advisors (DIA) invites licensed agents to participate in a practical Medicare AEP 2027 — Ready to Sell training session.

The goal is to ensure agents are prepared to review 2027 plan options, identify client needs, use the correct enrollment platforms, and enter AEP fully prepared.

Topics Covered

Medicare Fundamentals

  • Original Medicare
  • Medicare Advantage
  • MAPD
  • PDP
  • Medicare Supplement
  • HMO and PPO
  • SNP and Dual-Eligible concepts, when applicable

Plan Comparison

Agents will review how to compare plans based on:

  • Doctors and specialists
  • Hospitals
  • Prescription drugs
  • Pharmacies
  • Provider networks
  • Premiums and copays
  • Maximum Out-of-Pocket
  • Dental, vision and hearing
  • OTC and other supplemental benefits
  • Client medical and financial needs

Main Medicare Carriers

The training will include a practical review of DIA's principal Medicare carriers and available 2027 products, including:

  • Plan characteristics
  • Networks
  • Service areas
  • Appropriate client profiles
  • Provider and drug verification
  • Enrollment platforms

Medicare Compliance

Agents will review:

  • Scope of Appointment
  • Permission to Contact
  • Approved marketing materials
  • Educational vs. marketing activities
  • Documentation
  • What agents may and may not do during AEP
  • Appropriate client communications

AEP Preparation

  • Client review strategy
  • Existing client follow-up
  • Appointment preparation
  • Lead organization
  • Time management
  • Referral opportunities
  • Provider and medication verification
  • Required materials

Enrollment Platforms

Agents will review the platforms used to quote, compare, and submit Medicare applications for the carriers they represent.

Ready-to-Sell Checklist

Before AEP, agents should verify:

  • Active license
  • Required certifications
  • Carrier contracting
  • Appointments
  • Ready-to-Sell status
  • Carrier portal access
  • Enrollment platform access
  • 2027 products and materials
  • Provider and drug search tools
  • Application process

Important AEP Dates

October 1: Marketing and plan comparison activities for 2027 may begin, subject to applicable Medicare rules.

October 15: Medicare Annual Enrollment Period begins. AEP enrollment applications may be accepted and submitted beginning on this date.

December 7: AEP ends.

Training Format

Hybrid Training

In person at the Dedicated Insurance Advisors office and available through Zoom.

Date and Time

Friday, October 2, 2026
10:00 AM Central Time

Location

Dedicated Insurance Advisors LLC
738 Highway 6 South, Suite 350
Houston, TX 77079

Important Notice

Plan availability, benefits, networks, service areas, carrier appointments, and enrollment requirements vary by carrier, county, ZIP code, and plan year. Agents must confirm their licensing, certifications, contracting, appointment, and Ready-to-Sell status before marketing or enrolling clients.