Throughout the year, the planner suggests different tasks for each quarter. For example, in quarter one, agents can focus on following up with AEP clients, selling Dual Eligible Special Needs Plans, and recognizing American Heart Association Month. In quarter two, agents can engage in community involvement, cross-sell coverage like DVH insurance, and prepare for Medicare certification training. In quarter three, agents can review their portfolio before AEP, submit new contracting to avoid delays, and in quarter four, agents can focus on selling during AEP, consider offering ACA insurance, and wrap up their sales year.