Here in our resource library, you’ll find tools and resources exclusively for our contracting agents.

OEP Resources

Our 3-30-60-90 guide is the ultimate resource to optimize your client retention strategy.

This whitepaper will cover the most up-to-date OEP compliance guidelines, along with simplified explanations and examples to clear up any confusion.

As an agency, agent, or broker, it’s up to you to know the guidelines for OEP so you can provide the best help to your clients – and stay compliant while doing it.

It’s always fun to be able to let your creative side show and make your own marketing materials, but it’s so important to be mindful of how you’re representing yourself as it pertains to the Medicare Communications and Marketing Guidelines (MCMG), as well as other requirements. Here, we’ve put together a few of the most common compliance-related questions and answers relating to marketing materials.

By not following up with clients, you could be losing business. More importantly, checking in with them can show that you care whether or not they are happy with the plans you’ve enrolled them into. If you’re concerned about staying compliant with the Centers for Medicare & Medicaid Services (CMS) and the Medicare Communications and Marketing Guidelines (MCMG), we’re here to help you with that, too.

Compliance should be a year-long goal for every agent. We’ll teach you how to stay compliant through all of your client interactions – from your first contact all the way through the enrollment process and beyond!

This Powerpoint will cover the key highlights of how to stay compliant during OEP and the importance of adhering to the CMS guidelines.

Have you ever received a sales allegation, or have you heard about these compliance inquiries and find yourself worrying about what you will do if you’re faced with such a situation? Follow our guide below to further your understanding on this extremely important topic!

Thinking about holding a marketing event to grab the attention of Medicare leads? Make sure you’re following CMS’ rules for hosting your sales event!

Our compliance guides have already explained many ways to remain compliant as an agent. But now we want to focus on “why”. Why should you be performing business in a manner which is not only compliant but also ethical? This guide will give you the important details.

Quick & Accurate Quotes

Gain an unprecedented competitive edge by using real-time quote data to track activity in real-time and Medicare markets trends.

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Contracting Resources

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Certification Guides

AEP Resources

Join Brandon Clay & Tim Nardoni  as they train you on product knowledge, sales tips & tricks, and their secrets to a successful insurance career. You don’t want to miss out on these video training sessions covering all the topics you need for a successful AEP.

Review our Carrier Certification Guides for BayCarePlus, BCBS of TN, Brand New Day, Essence, Gateway Health, Health Now, Imperial Health, Kaiser Permanente, Memorial Hermann, Scan Health, Shared Health MS, John Hopkins, Zing Health, and Cigna HealthSpring.

A vital step in AEP prep involves making sure you’ll have the Medicare enrollment supplies you need to give clients. Our Carrier Supply Order Guide has all the information you need to make sure you are prepared and ready to go.

This contact list PDF has all the information for carrier agent and broker support, enrollment support, & member support helplines.

Browse through our catalog of marketing pieces, whether that be direct mail pieces, promotional items, powerpoint templates, or print marketing materials – we have it all! Simply reference the product code associated with the marketing piece you desire to your Marketing Manager or Account Manager, and they will assist you with the fulfillment.

AEP is only 54 days long. You have a short time to close all of your sales. The 2021 AEP Agent Checklist will help you be fully prepared for the 54 day including tips on AHIP, supplies, compliance, products and more!

We built your support team to include a diverse range of skill sets. Learn more about our unique structure including your VP of Sales & Account Development, Director of Account Management, Sales Operations Manager, Carrier Relations Manager, and Marketing Support Manager.

This unbranded Medicare 101 PowerPoint can be whitelabeled to fit your brand or agency. It covers the Medicare basics including Medicare Parts A-D, enrollment periods, and more! This PowerPoint can be used for both consumers and recruitment purposes.

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