The AEP Prep Most Medicare Agents Skip — and Why It’s Costing Them

Every October, Medicare agents race to catch up. The calls come in hot, the appointment calendar gets packed, and somewhere in the chaos, marketing falls completely apart. Social media goes dark. Emails stop going out. The content strategy that was supposed to generate warm leads before AEP never got off the ground.

If that sounds familiar, here’s the honest truth: AEP success is built in August and September, not October. The agents who dominate AEP are the ones who spent the summer building the marketing system that warms up their prospects before the enrollment period even opens.

That’s exactly what Alex Branning is doing on August 27–28 in Dallas.

The Medicare Marketing Workshop: What It Is

Alex Branning — founder of Agent CRM, author of the Insurance Agents Growth Manual, and one of the most recognized Medicare marketing voices in the industry — is hosting a two-day Medicare marketing event that doesn’t look like anything else in the space.

Joining Alex are David and El Denning, experienced Medicare marketing practitioners who will co-lead both days of the event alongside Alex.

Day 1 — August 27: The Virtual Strategy Day

Day 1 is available both in person in Dallas and virtually over Zoom, making it accessible no matter where you’re located.

This is your full-day immersion in what’s actually working in Medicare marketing right now:

• Social media strategy — what to post, when, and why specific content types work better for Medicare prospects
• Video creation — how to create short-form video content that builds trust and generates calls without requiring a professional production setup
• Webinar strategy — how to use educational webinars as a consistent lead generation tool before and during AEP
• Hot seat coaching — bring your specific questions and get real answers from Alex and the Dennings
• Content playbook — every attendee leaves with a customized content plan they can execute immediately

This isn’t a vendor pitch session. It’s a working day focused on giving Medicare agents the strategy clarity they need to go into AEP with a full marketing calendar already built.

Day 2 — August 28: The Build Day (In Dallas Only)

Day 2 is what makes this event genuinely unique. It’s not a workshop where you take notes and go home to implement later. It’s a day where you actually build it — with Alex, David, El Denning, and a cameraman in the room together.

Here’s what Day 2 looks like:

• You show up to Alex’s home in Dallas, where he’s set up a dedicated content studio
• The group records video content together — reels, short-form clips, talking-head videos for your social media
• You write social media posts, caption copy, and email sequences in a live collaborative environment
• You leave with actual, scheduled, ready-to-post content for AEP — not a plan to create it someday

As Alex describes it: “We’re going to be working together at my house in Dallas, recording content, making reels, writing out social media posts, working on emails. We are going to get your marketing system rocking and rolling together.”

Seats for Day 2 are extremely limited by the nature of the format. This isn’t a 200-person conference — it’s a small group doing actual work together in a real studio environment.

Who This Workshop Is Built For

This event is specifically designed for Medicare agents and Medicare-focused insurance agency owners who:

• Know they need a stronger content and social media presence before AEP but don’t know where to start
• Have tried posting on social media inconsistently and want a system that actually sticks
• Want to use video in their marketing but feel uncomfortable or unsure of the process
• Have a marketing strategy in their head but need accountability and a real deadline to execute it
• Want to build AEP content in a collaborative environment with other Medicare professionals

What You’ll Walk Away With

Whether you attend Day 1 virtually or both days in person, here’s what you’re taking home:

• A complete content playbook for AEP 2026
• A clear social media strategy tailored to Medicare agent audiences
• Video and webinar frameworks you can repeat every season
• Hot seat feedback on your specific marketing challenges
• Day 2 attendees: Actual recorded video content and written posts ready to schedule

Why Now Is the Right Time

Medicare marketing is more competitive than it’s ever been. Agents who wait until September to think about AEP marketing are already behind. The agents who use August to build their content system — to record videos, schedule social posts, and warm up their audience — will have an enormous advantage when enrollment opens.

The Dallas workshop is timed precisely to give you 6–8 weeks of runway after the event to execute before AEP begins.

Resources to Help You Prepare

• Medicare Final Rule for Plan Year 2027: Everything Agents Need to Know — Get current on the regulatory updates that affect your marketing strategy
• Why Social Media Should Be Every Insurance Agent’s Microphone — The case for building a social media presence as a Medicare agent
• Why Posting Content for 7 Days Straight Can Change Your Insurance Business — A practical experiment and its results — perfect reading before the workshop

Reserve Your Spot Before It’s Gone

Day 1 (August 27) is available virtually and in person — space is limited but accessible to agents anywhere in the country. Day 2 (August 28) is in-person only at Alex’s home in Dallas and has a strict seat limit given the hands-on format.

If you’re serious about having a strong AEP marketing system in place before October, this is the event to be at.

Click here to register for the Medicare Marketing Workshop — August 27–28, Dallas (with virtual option for Day 1). Don’t wait: Day 2 seats will sell out.