AEP 2023 Readiness: Agent Guidance
READY TO SELL
Have you completed all your 2023 certifications? Check our resource page for quick access and tips.
2023 MEDICARE CERTIFICATION RESOURCES
DISCLAIMER REQUIREMENT
On May 5, 2022, CMS updated the marketing guidelines to require use of a new disclaimer starting October 1, 2022 for Plan Year 2023.
2023 CMS FINAL RULE DISCLAIMER REQUIREMENT
CALL RECORDING REQUIREMENT
Effective 10/1/22: Agents must record all calls (pre & post enrollment/selling and servicing) for 1/1/23 policy effective dates. See full details about this new rule plus access training for the MedicareCENTER Call Recording Solution –offered exclusively, and at no cost to our broker partners.
CALL RECORDING RULES, GUIDANCE, AND FAQ
MEDICARECENTER CALL RECORDING SOLUTION TRAINING
NON-ELECTRONIC/PAPER APPS
Compiled by our Service Team, use this handy reference for the rare occasion a you need to submit a paper application.
PAPER APP SUBMISSION – EMAIL, FAX, MAIL
GENERAL/CARRIER SPECIFIC AEP TIPS
Make every app count! Application tips and guidance for a successful AEP can be found in this ‘must have’ reference guide.
2023 AEP TIPS AND GUIDANCE GENERAL/CARRIER
COMPLIANT MARKETING
With new compliant rules and greater scrutiny on marketing activities, it’s more important than ever to maintain compliance in your marketing.We’re here to help! Send marketing materials to us for review. We are also your go-to for filing pieces that require CMS review and approval.
2022 AGENT MEDICARE COMPLIANCE GUIDE
SERVICE, SUPPORT, AND MORE!
We’ve got your back. Reach out when you need help, or get 24/7 assistance from our plentiful online resources. The Service Team are here with solutions and our website features tools, training, and information to answer every question. Check out the Agent Toolkit, Resource Center, Event Calendar, Carrier Bonus/Sales Contests and Recent News!
MEDICARECENTER
This FREE platform is chock-full of new features and enhancements including a Call Recording Solution, new Lead Center, a personal Agent Website, and the timely addition of a Send Quote function!
MEDICARECENTER NEW FEATURES, FUNCTIONS, AND ENHANCEMENTS
PLUS…
VIEW PREVIOUS TRAININGS AVAILABLE 24/7 FROM OUR WEBINAR LIBRARY