Blessora AEP shouldn't bury you in paperwork instead of policyholders.
Blessora Growth Agency handles the administrative backbone of your agency — data entry, document prep, CRM updates, and compliance paperwork — so your licensed team can focus on clients, not clerical work.
AEP is six weeks of volume your team shouldn't have to absorb alone.
Between October 15th and December 7th, the paperwork alone can bury even well-staffed agencies: applications, data entry, document organization, CRM updates, compliance documentation — all while your licensed agents are trying to actually talk to clients.
Most agencies either burn out their existing staff or scramble to hire seasonal help they don't have time to train. We built Blessora specifically to be the administrative layer that absorbs that load, so your team's time goes toward the work only they're licensed to do.
Three ways to work together
Whether you need ongoing support, flexible per-file help, or AEP-specific coverage — pick what fits your agency right now.
Monthly retainer, tiered by hours
Dedicated administrative hours every month — data entry, document prep, CRM updates, compliance paperwork organization, and scheduling.
- Choose the tier that fits your volume
- Lower per-hour rate at higher tiers
- Predictable monthly support, year-round
No commitment, pay as you go
Each client file includes data entry, document organization, and compliance paperwork prep — bundled into one predictable price per client.
- No monthly minimum or commitment
- Pay only for files you send over
- Easy to scale up or down with your volume
Dedicated coverage for AEP season
Lock in dedicated administrative support for the busiest six weeks of the year, before capacity fills up.
- Guaranteed coverage through the full AEP window
- Up to 60 hours of dedicated support
- Higher volume or a larger team? We'll customize a quote to fit your agency
How we fit into your workflow
Four steps from first conversation to paperwork off your plate.
Discovery call
We learn your current process, volume, and where your team is losing the most time.
Scope agreed in writing
We agree exactly what's included and your preferred way of sending files over.
Work gets done
Data entry, document prep, and CRM updates handled on the turnaround we agree to.
You stay client-facing
Your licensed team spends their time on clients, not clerical work.
Why agencies work with us
We know AEP, firsthand
Our team has worked inside a Medicare agency during AEP and knows exactly how much the paperwork load actually is — this isn't a generic admin service guessing at your workflow.
Clear boundaries, no gray areas
We handle administrative work only — never advising, selling, or enrolling. Your licensed team stays fully in control of every client-facing and compliance decision.
Flexible to your volume
Scale up for AEP, scale down in the off-season, or stay on a steady retainer year-round — whatever matches how your agency actually operates.
Predictable pricing
Flat per-file pricing and tiered retainers mean you always know what you're paying before the work starts — no surprise invoices.
Need support beyond AEP season?
We also handle the recurring operational work that keeps your agency running year-round — and it's exactly the kind of work that fits naturally into an Admin Partner retainer.
Monthly & annual renewals
Tracking and organizing client renewals as they come due, so nothing slips through the cracks across the year.
Commission tracking
Keeping an organized, up-to-date record of commissions across your book of business.
Cover letters
Prepared on whatever cadence you need — weekly, monthly, or yearly — for new and existing clients.
Cancellation letters
Same flexible cadence — weekly, monthly, or yearly — handled accurately and on time.
If this is the kind of ongoing support your agency needs, a quick call is the best next step — this work typically becomes part of an Admin Partner retainer, sized to your agency's volume.
Let's take the paperwork off your plate this AEP.
A short call is enough to figure out which option fits your agency's volume and timeline.
Book a call