Surviving AEP
The busy season has begun, and we’ve got your back. Flourish this Annual Enrollment Period with our comprehensive collection of resources.
The Dos and Don’ts of Medicare Compliance
Obtain permission to contact
Collect Scopes of Appointment
Learn marketing rules
Host compliant events & appointments
Craft a website that follows regulations
Schedule Client Appointments
Use IntegrityCONNECT to create and organize your schedule
Easily Reach Out to Clients
Choose various templates to connect with clients about completing SOAs or updating their PlanEnroll account
Customize your Personal Agent Website!
Let new clients find you and easily enroll in plans on your site
AEP is all about taking action. Attract, help, and sell to more clients all while staying compliant. Click a topic to get started.
Marketing
See how to stand out with marketing that tells your story.
Selling
Your sales success hinges on knowing your clients and products, and we have the pointers you need to close deals.
- 10 Tips to Submitting an Error-Free Medicare Enrollment Application
- 4 Tips for Making a Better Insurance Sales Pitch
- 7 Actions You Can Take If Your Medicare Plans Go Non-Commissionable
- 8 Strategies to Prevent Rapid Disenrollments from Medicare Plans
- Halfway Through AEP: Reflect & Renew Your Medicare Sales Strategies
- How to Save Beneficiaries Money on Prescription Drugs at a Preferred Pharmacy
- The Ideal Client for Medicare Supplement Plans
- What to Know When Replacing Existing Med Supp Plans for Clients
- When Do Med Supp Plans K, L, M, & N Make Sense?
- Why It's Time to Take a More Relaxed Approach to Insurance Sales
Helping Clients
Learn how building relationships and serving clients can expand your business.
Staying Compliant
Compliance is the foundation to a healthy business, and we have the building blocks you need.
- 6 Effective Techniques for Closing Insurance Sales
- Do's and Don'ts of Medicare Compliance
- FAQs & Guidelines on Compliant Medicare Advertising Materials
- FAQs About the Medicare Call Recording Requirements
- Rules for Hosting a Compliant Medicare Educational Event
- Rules for Hosting a Compliant Medicare Sales Event
- What Agents Can't Say During Medicare Sales Appointments
- What Are Agents Responsible for Under HIPAA?
- What Are the CMS Medicare Gift Rules?
- What CMS Requires Agents to Discuss Prior to Medicare Enrollments
- What Not to Say During Medicare Educational and Sales Events
- What to Know About SOAs in Medicare Health and Prescription Drug Plan Sales