Field notes · 7 guides
Medicare & ACA
AEP, OEP, and open-enrollment marketing for Medicare and ACA agents, with the CMS guardrails baked in.
Want this run for you instead of by you? See marketing built for Medicare and ACA agents.
- Updated September 5, 2026
ACA Marketing Compliance for Agents: The CMS Rules, in Plain English
ACA marketing compliance for agents in plain English: CMS marketplace rules, TPMO-style disclaimers, consent, and what changes each plan year.
- Updated September 5, 2026
How ACA Agents Fill Their Pipeline During OEP
A practitioner's playbook for ACA lead generation during Open Enrollment: build a marketing pipeline that keeps producing long after Dec 15, not just OEP.
- Updated September 6, 2026
How to Get Medicare Clients: 9 Channels Ranked by Cost and Risk
How to get Medicare clients as an agent: 9 channels ranked by cost, speed, and CMS risk — plus what CMS caps agent commissions at, and the rules.
- Updated September 5, 2026
Medicare AEP Marketing Strategy for Agents: The 2026 Playbook
Medicare AEP marketing strategy: the Oct 1 start date, the Oct 15-Dec 7 calendar, CMS rules, and what CY2027 commission lets you pay per enrolled beneficiary.
- Updated September 6, 2026
15 Open Enrollment Marketing Ideas for Agents (ACA, Medicare, Group)
15 open enrollment marketing ideas for agents, segmented for ACA OE, Medicare AEP, and employer group windows — with verified 2026 dates and deadlines.
- Updated September 5, 2026
The T65 Marketing Calendar: A Month-by-Month Campaign System
A month-by-month T65 marketing calendar for Medicare agents: when to mail, when to call, and which touch belongs in each month before the IEP opens.
- Updated September 5, 2026
Medicare OEP Marketing Rules: What Agents Can and Can't Do (Jan 1–Mar 31, 2027)
Medicare OEP marketing rules for 2027: the 5 things CMS bans Jan 1-Mar 31 under 42 CFR 422.2263, and 7 compliant plays that still win share.
See exactly where your agency is leaking leads.
15 minutes. We screen-share our own live lead dashboard and tear down your funnel line by line — no pitch deck, just numbers.
- Site speed & conversion
- Local + AI-search visibility
- Ad efficiency
- Your cost per lead vs ours
No obligation · no pitch deck