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Full Speed Ahead: 2027 Houston AEP/OEP Kickoff
conference

Full Speed Ahead: 2027 Houston AEP/OEP Kickoff

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Date

October 1, 2026
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Time

09:00 AM CST
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Location

Keystone Advisors, 10900 Corporate Centre Drive, Suite 150, Houston, TX 77041

Overview

Join us for an information-packed day dedicated to preparing you for the Annual Enrollment Period (AEP) and Open Enrollment Period (OEP). This event is designed to equip agents, agencies, and industry professionals with the knowledge, tools, strategies, and insights needed to confidently navigate the upcoming enrollment season and drive success in a competitive marketplace.

Throughout the day, attendees will hear from leading technology partners, including Spark, HealthSherpa, and ICHRA platform providers, who will share product updates, platform enhancements, and practical solutions to help streamline operations and improve member experiences. You'll also gain valuable insights from local and national carrier partners as they provide an early look at 2027 benefits, plan innovations, market trends, and key opportunities heading into the new plan year.

In addition to carrier and technology presentations, participants will have the opportunity to learn industry best practices, network with peers, and engage in discussions focused on growth strategies, operational efficiency, compliance, and consumer engagement. Whether you specialize in Medicare, ACA, or ancillary products, you'll leave with actionable takeaways that can be immediately applied to your business.

You’ll gain:

• Regulatory & Compliance Updates – Stay informed on the latest CMS regulations, compliance requirements, and marketing guidelines affecting both the Medicare and ACA markets. Learn what changes are coming and how to ensure your organization remains compliant throughout the enrollment season.

• Carrier Presentations & Product Highlights – Receive first-hand insights into 2027 plan designs, expanded benefits, competitive positioning, and product enhancements from Medicare, ACA, and ancillary carriers.

• Technology & Enrollment Solutions – Discover how leading enrollment and quoting platforms are evolving to support agents and agencies with improved workflows, automation, reporting, and consumer experiences.

• Market Trends & Business Strategies – Explore emerging trends, growth opportunities, and proven strategies to help you maximize enrollment success and strengthen your agency’s performance.

Attendees may choose from dedicated Medicare, ACA, and Ancillary learning tracks, allowing you to customize your experience based on your area of focus. Select sessions will also be offered in Spanish to better serve our diverse agent community.

Space is limited, so RSVP today to reserve your spot. If you plan to bring additional guests, please register each attendee individually to ensure accurate event planning and access to all session materials.

RSVP HERE: https://luma.com/an9df6df

Event Highlights

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1 Hour

Deep dive session

forum

Live Q&A

Real-time expert feedback

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Downloadable Assets

Complete resource package

Ready to participate?

Join our community for this deep dive session. Registration is required for access.

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