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

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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.

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.