The connection can fail
Short authorization windows make an unrecognized message or disconnected client a real renewal risk.
CURRENT CLIENT BRIEFING
Reserve capacity
THE BIGGEST AGENTEMP OEP REVEAL YET
THE OLD OEP PLAYBOOK IS OVER
OEP 2027 CHANGES EVERYTHING.AGENTEMP ALREADY HAS THE NEXT MOVE.
The next fight is not only acquiring clients. It is keeping the connection strong enough to retain and renew the book you already earned.
Your ACA and Medicare lead programs continue. AgentEmp already has Client Continuity and Renewal Help lined up for OEP—supporting older clients and the new clients entering your book now.
WE’VE GOT YOU.Leads continue. Retention gets stronger. Renewal Help arrives for OEP.
01Lead
02Connection
03Retention
04Renewal Help
THE THREAT IS RETENTION
Thousands of clients can become thousands of missed connections.
OEP 2027 puts more pressure on every client response. If the relationship is weak when action is required, the book is exposed. AgentEmp is attacking that problem directly.
The renewal queue can freeze
Required consumer authorization and identity steps can stop agent-driven action until the consumer responds.
The book can drift away
Without continuity, agencies may enter renewal season trying to rebuild thousands of relationships under pressure.
INTRODUCING
AGENTEMPCLIENT CONTINUITY
The protection layer between the first lead and the next renewal—built to strengthen retention across the clients already in your book and the clients entering it now.
Not simply another CRM.
Not just an app.
A complete retention and renewal-support strategy for the book you are building.
The lead engine continues
AgentEmp will continue delivering the ACA and Medicare lead products our clients already use through OEP and AEP.
Protect the relationship
Client Continuity is designed to keep older and newly enrolled clients connected beyond the first transaction.
Renewal Help is lined up
Dedicated renewal-support solutions will help agents reconnect, support required consumer actions, and prepare the book for renewal.
AVAILABLE FOR OEP 2027
RENEWAL HELPIS HERE.
Not an idea for someday. AgentEmp already has renewal solutions lined up to help agencies retain and renew older clients and the new clients being enrolled right now.
Built for the book you have—and the book you are still building
Lead generation continues
ACA and Medicare opportunities keep entering the pipeline. The new OEP rules do not end compliant consumer acquisition.
Client Continuity protects the connection
The relationship no longer has to end when a lead is delivered or a policy is enrolled. The system is built to keep the client connected.
Renewal Help supports what comes next
Renewal-support pathways are being prepared for OEP to help agents reconnect, support consumer action, and move the book toward renewal.
Older-client reconnection
Support for rebuilding the connection with clients already inside the book.
New-client continuity
A stronger path from today’s enrollment to the next renewal opportunity.
Consumer-action support
Help navigating the moments when authorization, identity, or another consumer step is required.
Renewal readiness
Operational support designed to help agencies face renewal volume with a connected book.
COMMUNICATION LAYER LIVE
ONE PART OF A BIGGER SYSTEM
The app keeps the connection alive. Renewal Help takes it further.
Lead Portal can solve a critical communication problem: keeping the consumer, agent, policy information, and next action connected. It is a powerful layer inside Client Continuity—not the entire renewal solution.
THE DIVISION IS CLEAR
The app strengthens connectivity. Renewal Help supports retention and renewals.
Consumer-to-agent connection
Give clients a clear, familiar way to stay connected to the agent who serves them.
IDs and document collection
Clients can securely provide requested IDs and documents through the consumer experience.
In-app messages and notifications
Reach connected clients in a focused channel without relying only on crowded calls, emails, and text threads.
Plan access in one place
Help clients return to plan cards, benefit information, and documents when they need them.
CONFIRMED BY CMS
This is not a rumor. The OEP operating model is changing.
CMS has finalized major 2027 Marketplace changes and released the OEP 2027 EDE authorization framework. Client Continuity and Renewal Help are AgentEmp’s answer to the retention pressure these confirmed changes create.
ConfirmedALLAgent-pathway EDE applications and enrollments require consumer authorization, regardless of risk level.
ConfirmedHIGH RISKNew applications, certain low-net-premium cases, and consumers working with a new or different agent require identity proofing first.
Confirmed15 MINAuthorization links and passcodes must be single-use, expire within 15 minutes, and are limited to three notices in 24 hours.
ConfirmedEACH YEARAgent authorization is plan-year specific. CMS says most existing clients will likely need to reauthorize for OEP 2027.
ConfirmedNO CALL CENTERFor OEP 2027 and beyond, the Marketplace Call Center will not process application or enrollment actions requested by an agent.
Final 2027 ruleMORE CHECKSThe 150% FPL SEP remains unavailable, federal-platform SEP verification expands, and income verification becomes stricter.
Confirmed changes versus platform-dependent details
Confirmed: authorization on all agent-pathway EDE applications and enrollments; identity proofing for CMS-defined higher-risk cases; 15-minute single-use authorization requests; annual plan-year authorization; continued documented-consent requirements; and the Marketplace Call Center change. Platform implementation may vary: the exact consumer screen, whether the EDE uses a passcode or link, proactive pre-OEP identity proofing, and whether an EDE partner uses the permitted grandfathering option for agents already associated with an application. Sources: CMS August 3, 2026 EDE FAQ, CMS 2027 Final Rule fact sheet, and EDE guidance. Authorization does not replace the requirement to obtain and document consumer consent.
FOR CURRENT AGENTEMP CLIENTSPRE-OEP CAPACITY ACCESS
AVAILABILITY LATER CANNOT BE GUARANTEED.
OEP CAPACITY IS BEING COMMITTEDNOW.
Agents who wait until OEP may find that AgentEmp is unable to accept their requested volume. Once our committed media and fulfillment capacity is filled, we may pause new orders and new-account onboarding—even for previous clients who did not reserve capacity.
SECURE IT BEFORE ALLOCATION CLOSES
If OEP volume is important to your business, secure it before allocation closes.
Reserve OEP capacity
Capacity and pricing are secured only after written confirmation, completed terms and cleared payment.