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AEP Enrollment Goal Calculator

Enter your AEP enrollment target and get a CMS-compliant activity plan — PTC leads, weekly appointments, SOAs, and revenue projections for years 1–5.

Your Inputs

How many new enrollments you want this AEP (Oct 15 – Dec 7).
First-year MA commission averages ~$625 in most states.

Your Activity Plan

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PTC Leads Needed
250
Permission-to-contact required
Total Appointments
100
@ 50% close rate
SOAs to Prepare
100
48 hrs in advance
Year 1 Revenue
$31,250
50 enrollments × $625
3-Year Book Value
$93,750
Renewal projection
5-Year Book Value
$156,250
Long-term value

Weekly Tracker — All 8 AEP Weeks

Week
PTC Leads
Appointments
Target Enrollments
Week 1
32
13
7
Week 2
32
13
7
Week 3
32
13
7
Week 4
32
13
7
Week 5
32
13
7
Week 6
32
13
7
Week 7
32
13
7
Week 8
32
13
7
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