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.
During AEP resources
See the plans you offer, record your calls, and quote/enroll your business.
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.
Postcard templates
Customize postcards to schedule policy reviews with your clients.
Flyer templates
Customize flyers to schedule policy reviews with your clients.
Business card templates
Design business cards with just a few clicks.
Ancillary flyer templates
Expand your book with supplemental insurance.
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."
Quote, shop, and enroll
Check doctors, drugs, and benefits across Medicare and off-Marketplace carriers.
Record and store your calls
Learn to record calls about MA, MAPD, & PDP products, plus Marketplace consent.
Marketplace certification
CMS will publish the Marketplace certification for new and returning brokers later this fall.
Consent template
New Marketplace clients must complete this before you do a person search. Also available in your DocuSign account.
Application review template
Marketplace clients must complete this after each application update. Also available in your DocuSign account.
