We make enrollment season easier.

Want to see which Medicare products you offer in each county? Customize outreach materials? Gather Marketplace consent and review? You're in the right place.

2-2
Pre-AEP resources

Find client communication templates, product training, and more.

1-2
During AEP resources

See the plans you offer, record your calls, and quote/enroll your business.

1-2
Under-65 OEP resources

Download consent and review forms, get certified, and more.

Pre-AEP Resources

Action Disruption: Southeast Michigan

Includes Genesee, Lapeer, Lenawee, Livingston, Macomb, Monroe, Oakland, St. Clair, Shiawassee, Washtenaw & Wayne counties. 

Action Disruption: Southwest Michigan

Includes Allegan, Barry, Berrien, Branch, Calhoun, Cass, Eaton, Hillsdale, Ingham, Jackson, Kalamazoo, and Van Buren counties.

Action Disruption: Northern Michigan

Includes all counties starting from Ottawa and St. Clair to the Mackinac bridge. The whole upper peninsula is also mentioned in this session.

2024 aep toolkit icons (1)-2
Carrier recordings

Learn about all the products our partners have to offer this year.

4
Postcard templates

Customize postcards to schedule policy reviews with your clients.

5
Flyer templates

Customize flyers to schedule policy reviews with your clients.

2024 aep toolkit icons
Business reply cards

Collect consent to call prospects with these simple cards.

business card
Business card templates

Design business cards with just a few clicks. 

2024 aep toolkit icons (1)
Ancillary flyer templates

Expand your book with supplemental insurance.

During AEP Resources

Do disclaimers in a flash by seeing how many products you offer in each county

 

Insurance Agent Disclaimer: Contingent on the selections made by You, the user of this website, best efforts will be made to ensure the information displayed on this website is accurate and all aspects of the site are functional. However, we make no warranty or guaranty, either express or implied, nor assume any legal liability or responsibility for the accuracy, correctness, or completeness of any information that is available herein.

 

Medicare disclaimers

If you do not offer all plans in the beneficiary's area

“We do not offer every plan available in your area. Currently, we represent [insert number of carriers] organizations which offer [insert number of plans] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Assistance Program (SHIP) to get information on all of your options."

If you do offer all plans in the beneficiary's area

"Currently, we represent [insert number of carriers] organizations which offer [insert number of plans] products in your area. You can always contact Medicare.gov, 1-800- MEDICARE, or your local State Health Insurance Assistance Program (SHIP) for help with plan choices."

CoverageForOne
Quote, shop, and enroll

Check doctors, drugs, and benefits across Medicare and off-Marketplace carriers.

6
Record and store your calls

Learn to record calls about MA, MAPD, & PDP products, plus Marketplace consent.

Under-65 OEP resources

3-2
Marketplace certification

CMS will publish the Marketplace certification for new and returning brokers later this fall.

2024 aep toolkit icons (3)
Consent template

New Marketplace clients must complete this before you do a person search. Also available in your DocuSign account.

2024 aep toolkit icons (2)
Application review template

Marketplace clients must complete this after each application update. Also available in your DocuSign account.

Need a helping hand?

Need support with a template?

Want us on speed dial?