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
Record a Client Call
Use Integrity’s MedicareCENTER to stay compliant with telephonic sales.
Get Carrier Submission Info
Learn the nuances of submitting applications for different carriers.
Customize your Personal Agent Website!
Let new clients from across the nation easily find you and enroll in plans directly through 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 from the rest with marketing that tells your story.
Ways to Get Medicare Leads
5 Must-Haves for Every Agent This AEP
3 Methods to Boost Your Medicare Business
Advertising Medicare Through Facebook
How To Better Market Yourself
Keys to Client Retention: Face-to-Face Communication
Keys to Client Retention: Digital Communication
Best Practices for Writing an Email to Your Insurance Clients
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 Application
Why It’s Time to Take a More Relaxed Approach to Insurance Sales
4 Tips for Making a Better Insurance Sales Pitch
8 Strategies to Prevent Rapid Disenrollments from Medicare Plans
The Ideal Client for Medicare Supplement Plans
5 Steps to Selling Medicare Supplements Successfully
When Do Med Supp Plans K, L, M, & N Make Sense?
What to Know When Replacing Existing Med Supp Plans for Clients
4 Steps to Finding the Perfect PDP for Your Client
7 Powerful Practices for Selling Prescription Drug Plans
How to Save Your Clients Money on Prescription Drugs
Halfway Through AEP: Reflect & Renew Your Medicare Sales Strategies
Helping Clients
Learn how building relationships and serving clients can expand your business.
Senior Speak: Talking to Medicare Clients Age 65 & Older
Why Client Retention Should be Your Top Priority
Tips on Dealing with a Difficult Client
How to Take on an Upset Client in the Insurance Industry
Building Client Loyalty: More than Just a Plan
How VA Benefits Work with Medicare
Medicare for Snowbirds, Sunbirds, & Travel Enthusiasts
Working with New Medicare Clients in Poor Health
Staying Compliant
Compliance is the foundation to a healthy business, and we have the building blocks you need.
FAQs About the Medicare Call Recording Requirements
Do’s and Don’ts of Medicare Compliance
Rules for Hosting a Compliant Medicare Educational Event
Rules for Hosting a Compliant Medicare Sales Event
What to Know About SOAs in Senior Market Sales
What Agents Can’t Say During Medicare Sales Appointments
What Not to Say During Medicare Educational and Sales Events
What Are Agents Responsible for Under HIPAA?
Staying Compliant Without Compromising Salesmanship
Are Your Medicare Marketing Materials Compliant?