June 2022 Compliance Corner: 2023 Certification Season – Are you Ready-To-Sell?

Becoming Ready to Sell for 2023

In order to be eligible to sell Medicare Advantage and Prescription Drug Plans each year, agents are required to go through annual certification!

These educational requirements are just starting with many carriers set to release their certifications these coming weeks!

  1. First thing you need to do is make sure you are Health Insurance licensed in the state in which you intend to sell.
    1. For more information on becoming licensed, please visit your resident’s state department of insurance
  2. Second thing you need to do is make sure you are appointed with the carriers you wish to represent
    1. Cornerstone Senior Marketing offers a wide variety of carriers in multiple markets. A full list can be found on our website www.cornerstoneseniormarketing.com
    2. Be sure to reach out your local sales rep or email us at contracting@cornerstoneseniormarketing.com to request a new carrier appointment
  3. Next you will need to complete the 2023 Medicare and Fraud, Waste, and Abuse training.
    1. There are multiple ways to complete this training:
      1. The most popular is America’s Health Insurance Plans (AHIP)
      2. National Association of Health Underwriters (NAHU) also offers a way to complete this annual training
      3. You only have to do this once and Cornerstone Senior Marketing recommends checking with the carriers you are appointed with to determine which training will meet their requirements.

IMPORTANT!: If you are completing your training through AHIP, we recommend you access this training through a carrier’s certification. Most carriers will offer a $50 AHIP discount by certifying through their portals.


4. Next you will need to complete all of your carrier MA/MAPD/PDP specific 2023 trainings

  • Each carrier has their own certification process
  • Links to carrier certifications, guides, and tips can all be found on our website. Simply go to www.cornerstoneseniormarketing.com click on resources then click on 2023 Medicare Certification


After you complete your carrier certifications, keep an eye out for communication from the carrier letting you know that you are 2023 Ready to Sell!

If you become RTS early, most carriers will also open a pre-ordering window for you to obtain Plan Year 2023 supplies sent to your place of business!


Accessing Resources