Becky Stoddard
The AEP system ESI uses to organize outreach, follow-ups and appointments.
The Summit brings Medicare agents together to learn from people running real agencies. Hosted by Christian Brindle, brought to you by Everything Senior Insurance.


Recorded in September 2026 before AEP. Watch them free on YouTube.
The AEP system ESI uses to organize outreach, follow-ups and appointments.
Their AEP system: client data, plan IDs, service area reductions and automated follow-up.
A look at the future of Medicare: MA, Part D, Med Supp, CMS rules and commissions.
The exceptional agent: adapt, adopt and build systems.
Ina, Kari and Ericka on appointments, burnout, VA support and retention during AEP.
Preset appointments and how to make the most of AEP 2027.
The format is built around people who are doing the work.
Agency owners, managers and top agents walk through the systems they actually run.
Time with agents who understand the work, from new producers to owners of large books.
Bring the question you cannot answer and get it in front of the people on stage.
The next Summit date has not been announced. Leave your details and the team will send it as soon as it is set.
Christian Brindle hosts it, and it is brought to you by Everything Senior Insurance.
The next date has not been announced. Join the notification list on this page and the team will send it when it is set.
Yes. The 2026 AEP Kick Off sessions are free on YouTube, linked on this page.
Medicare and senior-market agents and agency owners who want to grow, from newer producers to people running teams.