Reporting that matches the Medicare calendar
AEP and OEP have hard edges, and the metrics that matter shift as you cross them. During AEP you are watching applications submitted and approved against a December 7 deadline; at the turn of the year you are watching whether those approvals actually effectuate on January 1; during OEP you are tracking switches and disenrollments.
AgencyGrid frames production around those dates automatically. You see daily and cumulative applications through the AEP window, effectuation status as January 1 arrives, and OEP activity in its own period, rather than a flat monthly report that ignores how Medicare actually works.
- ✓ AEP: Oct 15–Dec 7 applications and approvals, tracked daily
- ✓ January 1 effectuations confirmed as carriers report them
- ✓ OEP: Jan 1–Mar 31 switches and disenrollments
Daily production by agent, plan, and carrier
In season, the useful question is not what did we write last month but what did we write today, and who wrote it. AgencyGrid refreshes production as files land over the same carrier SFTP integration that pulls your book, and attributes every application to its writing agent, so leaderboards, team totals, and agency production are current the same day.
Because the same data rolls up the hierarchy, a manager sees their downline’s season at a glance and the principal sees the whole shop, sliced by plan type (Medicare Advantage, Med Supp, or PDP) and by carrier.
Catch the enrollments that do not stick
A submitted application is not revenue until it effectuates, and AEP produces a predictable trickle of enrollments that never take effect: declined, withdrawn, or lost to a rapid disenrollment early in the year. Finding those in January, when the next application cycle has your attention, is how production silently evaporates.
AgencyGrid reconciles submitted enrollments against what the carrier actually effectuated and flags the gap, so a shop closes the season knowing its real, effectuated book rather than an inflated application count.