The Medicare AEP Rush Is Coming: Is Your Campaign Ready?

Campaign teams should review the Medicare marketing rules that apply to Contract Year 2027 materials beginning October 1, 2026. CMS updated several requirements, including the timing of the Third-Party Marketing Organization disclaimer. The disclaimer must now be delivered verbally before benefits are discussed rather than simply within the first minute of a call.

CMS also reduced the required retention period for sales and marketing call recordings from ten years to six years, with transcripts permitted in place of recordings for years four through six. Other changes affect outreach around educational events, personal marketing appointments and advertising language. Compliance should be reviewed with the appropriate legal or compliance team before launch. For performance teams, the practical takeaway is simple: approved wording, call handling and record keeping should be confirmed before volume arrives.

A seasonal campaign needs a delivery plan, not only a total volume target. Confirm how traffic will be distributed across the day, which days are active and what happens when a cap is reached. If the campaign includes calls or transfers, align delivery with the hours when the receiving team is available.

Starting with controlled pacing gives the team room to verify that tracking, routing and reporting are working as expected. As capacity becomes clear, volume can be increased deliberately. This is more useful than sending a sudden spike and discovering later that part of the campaign journey was not ready for it.

A working landing page does not guarantee a working campaign. Complete a test through every stage: open the creative, submit the form, verify the redirect or confirmation experience, confirm that the lead or call reaches the correct destination and check that the event is recorded in the reporting platform.

Testing should also cover mobile devices, different browsers and the locations or schedules that affect routing. Assign responsibility for resolving each issue before launch. A campaign that appears ready in a dashboard may still have a broken step that only becomes visible during a full test.

AEP conditions can change quickly. Caps fill, schedules shift, a creative is paused or an offer becomes available in a new location. Publishers, account managers and advertisers need a clear channel for these updates and a shared understanding of who can make each decision.

Agree on what will be reviewed daily, what requires immediate escalation and how partners will be notified. Short, specific updates are more useful than waiting for a complete weekly report while an active campaign needs attention.

December 7 should not arrive without a plan. Confirm when promotion must stop, how remaining leads or calls will be handled and which assets need to be removed or updated. The team should also schedule a post-season review while campaign decisions are still fresh.

Document what launched on time, where operational delays appeared, which creative changes were useful and what should be prepared earlier for the next enrollment period. A clear review turns a short seasonal campaign into a stronger process for the next launch.

Medicare AEP is approaching, and Prismique’s in-house Medicare offers are ready to run.
For affiliates, this means access to active lead-generation campaigns during one of the year’s most concentrated periods of Medicare demand, with clear campaign requirements and direct support from the Prismique team. Publishers can spend less time searching for seasonal offers and more time launching, testing and scaling the traffic sources that work for them.

Join the Prismique Network to explore available campaigns, review requirements with your account manager and get your traffic live while seasonal demand is active.

Join Prismique and start running Medicare offers.