Your Guide to Client Follow-Ups

To build strong client relationships, we recommend a 3-30-60-90-day strategy of follow-up conversations after client enrollment. Each one serves a purpose, and together they add up to a better experience for your client while also creating opportunities for you to grow your business.

3-30-60-90 Day Strategy Overview

3-30-60-90 Day Strategy Guide

Customize Client Leave-Behind Materials

Medication Tracker

Leave Behind Calendar

Plan Year 2026 MFWA Training Now Open

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!

Access Link to AHIP Certification – Click Here

Sales Tax Notice

Sales tax may apply to AHIP’s digital and online training courses based on your state’s tax regulations. If applicable, the tax will be added at checkout.

AHIP Certification Guide

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 2026 certification are confirmed by each carrier.

CERTIFICATION

• 2026 Certification now open
• Go to:  AetnaMedicareProducerCertification
• Need help with the certification process? Click here
• Aetna 2026 Certification Guide
• Watch Video: How to complete Aetna/SilverScript certification requirements
• CMS trainings accepted.
• AHIP Medicare Training or Aetna Medicare Training (AHIP Alternative)  Aetna Medicare Training (AHIP Alternative) is not transferable to other carriers and continuing education credits are not available.
• 2026 training covers remainder of 2025
• $50 AHIP discount

Request 2026 Aetna First Look HERE

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CERTIFICATION

2026 Certification Now Open

Start by going to GetCertified.ElevanceHealth.com

Click on Certify with AHIP to complete the AHIP Medicare training and Fraud, Waste and Abuse training.

1. Sign in and enter access code External-SelfReg (no spaces and include the hyphen).
2. Complete all Compliance training.
3. Sign the TPMO, Compliant Selling, and DSNP FIDE Attestations.
4. Complete all Product Training.

Alternative Option: Complete NABIP Medicare Training

Click on Certify with NABIP, complete Medicare training and Fraud, Waste and Abuse training and sign the attestation.

1. Then go to GetCertified.ElevanceHealth.com, and select Step 2: Medicare Certification Center.
2. Sign in and enter access code External-SelfReg (no spaces and include the hyphen).
3. Complete all Compliance training.
4. Sign the TPMO, Compliant Selling, and DSNP FIDE Attestations.
5. Complete all Product training.

Note: If taking NABIP Medicare training, the completion certificate is only available on the NABIP training site.

2026 training covers remainder of 2025

$50 AHIP discount

Request Anthem’s 2026 First Look HERE

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CERTIFICATION

• • 2026 Certification now open
  • Visit the Mirarmar Training Link: https://miramar-agent.com/identity/login?signin
  • Register as an agent and use Validation Registration Code: 2124CSAultcare2026
  • *The above training registration code is for selling agents with Cornerstone Senior Marketing
  • Both Medicare and PrimeTime Health Plan require you to pass the 2026 Miramar Broker Training Test.
  • Prior to completing any 2026 applications, you need approval from Miramar. This approval will be sent via email, or you may view it in the “Ready to Sell” tab in Miramar.

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CERTIFICATION

• Certification is part of the CareSource onboarding Process
• If you are not currently onboarded with CareSource for any product CLICK HERE

Request CareSource’s 2026 First Look HERE

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CERTIFICATION

• 2026 Certification Now Open
• Go to: Cigna Certification
• Online Enrollment Tools
• HealthSpring 2026 Certification Roadmap
• $50 AHIP discount – Cigna Discount Site

Request 2026 Cigna First Look HERE

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CERTIFICATION

• 2026 Certification Now Open
• Go to:  Devoted Certification
• $50 AHIP discount. Go to: Devoted Certification AHIP Discount
• Broker Learning Center
• Agent Portal Onboarding Quick Start Guide
• More guidance needed?  Click Here
• 2026 training covers remainder of 2025

Request 2026 Devoted First Look HERE

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CERTIFICATION

• 2026 Certification opens: TBA
• For returning agents to recertify: Log into your producer portal using your NPN and previously created password. If you have forgotten your password, click reset password to receive a new one email from producersupport@lumeris.com.  Complete onboarding steps and health plan training. AHIP is required.
• Access AHIP via Essence for $50 discount
• For new agents: Contact Essence’s producer support team to receive an invitation to onboard from producersupport@lumeris.com.
• Broker Support: 877-259-8657

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CERTIFICATION

• 2026 Certification Now Open
• Florida Blue Certification select the Education icon
• 2026 training covers remainder of 2025
• Florida Blue 2026 Certification Job Aid

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CERTIFICATION

• 2026 Certification now open.
• Certification & Recertification landing page
• How to Complete Humana MAPD Certification and Recertification
• Tentative launch date for Spanish-language Certification and Recertification: August 26, 2025.
• Agent recertification deadline: November 30, 2025*
  • *Recertify by September 30, 2025 to take full advantage of Humana’s AOR protection pledge.

Request Humana’s 2026 First Look HERE

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CERTIFICATION

• 2026 Certification now open
• Go to:  MMO Certification
• Tip:  Use NPN@ for Employee ID# during certification login.
• MMO AHIP sponsored training $50 discount
• 2026 training covers remainder of 2025

Request MMO’s 2026 First Look HERE

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CERTIFICATION

• 2026 Certification Now Open
• Go to MediGold Certification
• Broker Portal User Guide
• The Ultimate Guide to Certification and Medicare Compliance
• Agent will be prompted to enter an access code. The access code for agents appointed with MediGold through Cornerstone is: 3275MG1262. Important:  Click on the ‘Register New Program’ button prior to “Enter the Access Code”.
• 2026 training covers remainder of 2025
• Tip: during the certification process you may see a note under the Assignment of Commissions section that states all commissions for new and renewal business will be paid directly to your FMO.  This is FALSE.  Cornerstone Senior Marketing will not be receiving and then paying out agent commissions for 2026 MediGold.  If you have questions, please reach out to your Service Rep.

Request MediGold Ohio’s 2026 First Look HERE

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CERTIFICATION

• 2026 Certification Now Open.
• Note:  Molina wants a copy of AHIP Cert. Will not allow an upload when you’re doing the Molina 2026 Certification.
• 2025 EvolveNXT Medicare Broker Portal User Guide
• 2025 EvolveNXT Medicare Broker Onboarding Portal User Guide
• $50 AHIP discount
• Troubleshooting 2026 Recertification Pending Error – Agents who have completed 2026 certification and received confirmation they are RTS may encounter an error message in their portal.  View this troubleshooting document for action steps to resolve the error.

Request 2026 Molina’s First Look HERE

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CERTIFICATION

• 2026 Certification Now Open
• NEW for 2026!: This year, MMO has combined the MedMutual Advantage and Paramount Elite certifications into one training module. If you are appointed with both companies, upon passing your quiz at 85% or higher, you will be considered ready to sell for both Medical Mutual and Paramount. If you’re appointed with Paramount only, you must become appointed with Medical Mutual.
• Go to:  2026 Certification

Request Paramount Elite/MMO’s 2026 First Look HERE

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CERTIFICATION

• 2026 Certification Now Open
• Certification site
  • Helpful Hint: For best results, please use Microsoft Edge or Chrome web browsers with a non-Android or Non-Apple device.
• Use client package code: BRKBRKGONE, if not pre-poulated on the log-in page.
• Broker Services 330-996-5673
• Broker Services Email
• Medicare Resources

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CERTIFICATION

• 2026 Certification: Note – 8/12/25: THP announced a delay with sending the recertifying email but anticipate release very soon – be on the lookout for an encrypted email from: byrequest@healthplan.org.
• The HealthPlan AHIP Training Cert
• *Recertifying agents will receive an email from ‘byrequest@healthplan.org’ containing their username and unique password to access the 2026 certifications.
• If you experience any issues with the agent training site, please email THP Broker Relations for assistance.
• If you sell Medicare Supplement only, you will still receive a link. Please use the credentials that were sent to you to access the site and complete your annual compliance attestations.  You will not be required to take the product training.
• THP Sales and Support Contact Info
• THP have established URLs with both AHIP & NABIP which allow for automatic upload of your general Medicare training results.  If you have yet to register, please do so now.AHIP: https://www.ahipmedicaretraining.com/clients/thehealthplanNABIP: https://nabip.inreachce.com/Details/Information/a654c8bc-b84c-44c3-81b6-faa915edcac9

Request The Health Plan’s 2026 First Look HERE

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CERTIFICATION

• 2026 Certification opens: Now Open
• Go to:  UHC Certification – click Launch Learning Lab then click the Standard Certification path or Fast Trck, if eligible.
• 2026 training covers remainder of 2025
• AHIP and NABIP Certifications will be available in late June.
• $50 AHIP discount
• UHC AEP Agent Playbook
• New – How to Certify (video guide)
• New enhancements for 2026:
  • Tools and resources: Featuring a comparison chart and video to help you confidently select the right certification path
  • Certifications status: Confirm your certification status on Jarvis or on Learning Lab
  • Instant certificate download: You have the option to immediately download your 2026 UnitedHealthcare Certification completion certificate for your records
  • Combined agreement: The Pledge of Compliance and agreement are now in one module.

Reminder: If you haven’t visited Jarvis in a while, do so now to ensure your One Healthcare ID (OHID) is active and ready to use. This can help save you time when you log in to take your certifications.

Request UHC’s 2026 First Look HERE

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CERTIFICATION

• 2026 Certification Now Open
• Portal Sign In– go to the required training section of the training menu in Centene Workbench.
• How to Certify
• 2026 training covers remainder of 2025
• $50 discount on AHIP
• Unlimited mastery exam attempts available.
• IMPORTANT: Don’t take a short-cut. The system allows you to download your certificate without completing the Contract Recertification. This does not mean you are RTS.  Both onboarding and the Wellcare ACT must be completed to be Ready to Sell for 2026

Request 2026 Wellcare First Look HERE

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CERTIFICATION

• 2026 Certification now open.
  • *Recertification for RTS Agents | All current Ready-to-Sell (RTS) agents and agencies will be sent a recertification invitation from Zing Health (donotreply@evolvenxt.com) on June 26. Please note, they will be processed in batches, all agents should have their invitation received by the end of day.
• Go to:  Zing Health AHIP Certification -https://ahipmedicaretraining.com/clients/zinghealth
• Zing Agent Portal – Click here
• How To – AHIP Information 
• How To – Broker Certitification Guide
• How To – Agency Certification Guide
• Agent/Broker Appointment Requirements
• 2026 training covers remainder of 2025
• $50 AHIP discount

Request 2026 Zing Health’s First Look HERE

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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.

Prospecting 101 Guide

Staying Organized Worksheet

Scope of Appointment (SOA) Guide

Marketing Compliance – Communications vs Marketing 

AEP Readiness Guide

AEP Sales Appointment Checklist

The Importance of Expanding Your Portfolio

AEP Needs Analysis

AHIP Certification Training Guide

We’ve created scripts to help agents prepare and record a compliant and persuasive message to consumers, using any platform they prefer for their business; YouTube, Spotify and more!

Download Agent Radio Scripts for Medicare & Ancillary 

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.

Agent Goal Setting Guide

The Importance of Expanding Your Portfolio

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!

Click to Learn More!

Watch Video ↓

PlanEnroll AEP 2026 Lead Campaign – Click here for the Success Guide

New: Client Guidance to Shop for PDP’s on Medicare.gov – Click Here

Alternately, copy and paste the guidance instructions below:

Copy/Paste Guidance

1. Start online at: medicare.gov
2. Click Health & Drug Plans on the top right to display a drop down menu then choose: Find health & drug plans 
3. Select Coverage Year and enter your Zip Code –> Continue
4. Click the second option on the screen: Medicare drug plan (Part D) –>Find Plans and follow prompts to view plans.

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) *Look for 2026 presentation coming late October/early November.

EDUCATIONAL EVENT SIGN

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

Agent Introductory Letter

2025 Agent Medicare Compliance Guide – Best practices in Medicare compliance and marketing.

Download the Guide

Additional Guidance, tips, and information for a successful AEP and year-round selling!

Guide to Medicare

Creating an Effective Social Media Content Calendar

Guide to Selling Insurance

And when it’s all said and done….

AEP Reflections Worksheet