Build the AEP Machine

Tony Merwin is joined by Korey Ashton, VP of Medicare at HealthSherpa, to build the full AEP machine: HealthSherpa + CRM + human follow-through. We’re going beyond the quote-and-enroll demo to cover: • The clean handoff from quoting and enrollment into your operating system • What should be automated and what still needs a human • How to protect your data and maintain a usable source of truth • Where documentation, ownership, and follow-up break under AEP pressure • How to keep serving the client after the application is submitted This is for agents and agency owners who want technology to make their businesses cleaner, not merely faster.