Make this Annual Enrollment Period the best one yet with our AEP Readiness materials. These assets have action items and offer marketing strategies so you can start planning now to ensure a successful AEP.
LEGISLATIVE UPDATES PRESENTATION
AEP Sales Appointment Checklist
The Importance of Expanding Your Portfolio
SmoothingMedicarePrescriptionPayment_Plan Fact Sheet-July16-508
Goal setting for AEP and year round!
As you decide how to approach AEP season, your first order of business is to take a
moment to reflect on last year, then decide how you’d like things to go this year in
comparison. We’ve put together a few questions to help you set your goals.
The Importance of Expanding Your Portfolio
IRA Impact
The Inflation Reduction Act (IRA) is delivering big impacts for Medicare in 2025. Use the materials below o guide clients through the changes effectively — and compliantly! Simply click into the presentation/flyer to insert your name/contact info.
Presentation_Whats_Changing_in_Medicare_2025
Sample Client Letter IRA Impact 2025
Medicare Prescription Payment Plan Fact Sheet_ENG
The Medicare Seminar-in-a-Box is a simple to use toolkit that helps agents prepare and hold compliant and effective Medicare educational seminars.
Medicare 101 Personalized Presentation 2025 to use in seminars (Editable PDF – add your name/contact info)
2025 MEDICARE DEDUCTIBLES AND COPAY AMOUNTS
Guides about Medicare Events to help you be effective and compliant
Consent to Contact form for event attendees
How to set up for an educational event
Social Media Posts (a) (b) (c) with suggested ‘copy’
Networking in-a-Box offers provider netowrking assets. Building relationships with local providers is a great way to grow your business. User these materials to help you become a successful advocate in your community, helping patients get the Medicare plan that’s best for them.
Agent How to Use Network in a Box
Agent Network in a Box How to Guide DOCTOR
Agent Network in a Box How to Guide DENTIST
Agent Network in a Box How to Guide PHARMACY
Agent Network in a Box Agent Leave Behind FLYER
Agent How-To-Guide for Social Media
Network in a Box Provider Comparison Help Guide
2024 Agent Medicare Compliance Guide – Best practices in Medicare compliance and marketing.
Additional Guidance, tips, and information for a successful AEP and year-round selling!
Creating an Effective Social Media Content Calendar
And when it’s all said and done….
This Technology Playbook shows you how the Integrity Suite of Solutions is a crucial resource this AEP to help manage your workflow, streamline communications and build stronger client relationships along the way.
Download the Technology Playbook
Client Sync helps you save time!
Client Sync is the fastest way for consumers to set up their PlanEnroll Profile and connect with you. It will be available on every Personal Agent Website!
Watch Video ↓
AHIP, America’s Health Insurance Plans, provides a comprehensive Medicare and Fraud, Waste, and Abuse training to keep you current and sharp in the field. You can transfer these scores to carrier-specific certifications to satisfy some of the requirements, which keeps you from doubling up on similar tests!
Cost and Discounts: The standard cost is $175. Aetna/Silverscript, Anthem, Devoted Health, Florida Blue, Humana, Molina, UHC, Wellcare, & ZingHealth may provide an AHIP discount if you certify through their portals. We will update this page as discounts for 2025 certification are confirmed by each carrier.
