AGENT TOOLKIT
We’re here to help you grow your business!
Access the industry top tools and technology through partnership with Cornerstone Senior Marketing. Leverage tool kit offerings to save time, gain a market edge, and present your services with industry leading technology.
The Agent Toolkit compiles current, relevant ideas, resources, and knowledge-based assets at your finger-tips. Explore the value each topic-tile offers and learn why Cornerstone Senior Marketing provides our broker partners with the materials, guidance, and support to excel in the senior market.
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AGENT TOOLKIT RESOURCES - CLICK AN ICON TO LEARN MORE
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
Customize Client Leave-Behind Materials
D-SNP & C-SNP Guides
Understanding SNP plans can help you better serve your clients. Download the guides below.
Dual Eligible Special Needs Plan and Low Income Subsidy Agent Guide (2025)
Medicaid Exiting Plan Letters
DSNP 101 (Client Educational Presentation)
Agent use only. Not for public distribution.
IntegrityCONNECT – All-in-One Platform
- A best-in-class CRM built to help you work smarter
- Integrated quote & eApp for multiple products from Health and Life carriers
- Get a Quick quote in 10 seconds from anywhere in the platform
- Single Sign-on powered by one login and password
- Work anywhere with the Integrity for Agents mobile app available on Apple and Google Play stores
IntegrityCONNECT Quick Start Guide
IntegrityCONNECT Support Guide
The 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
Ask Integrity® Shopper Tags identify clients who may be facing plan changes so you can prioritize who needs your help the most. Click to Learn More
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!
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Whats New
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Getting Started
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Expand your Medicare Business with Plan N
Tap into a growing Medicare opportunity with Plan N.
The plan with unique advantages.
We deliver safe, affordable medication
Who we are
We are not a pharmacy but a U.S. company whose goal is to help your clients find the best price on their prescription medication. We work with a number of licensed U.S. and international pharmacies to deliver safe, affordable medication directly to their home.
Help your clients save money on prescription drug costs plus receive a referral fee when they use this service. Sign up with the Canadian MedStore, a valued Cornerstone Senior Marketing partner, and help your clients with a better way to manage health.
Brokers: Click here to sign up
Note: Please put Cornerstone under Agency Name on the sign-up form.
Clever Rx is a free discount prescription drug app that is used instead of insurance, not with insurance. Co-brand Clever Rx with your agency to save your clients up to 80% on their prescription drugs. Clever Rx is easy to use!
- Prices are guaranteed to be the same on the app and in the pharmacy
- Often lower than copay – save up to 80% on prescription drugs
- Includes pet prescriptions
- Frequently beats other discount cards
- App includes a drug price lookup!
Why agents add Clever Rx to their portfolio:
- Compensation is paid every time a prescription is filled
- Adds value to your business
- Clever Rx does not recruit or market to the public – only to agents!
- Savings are essential, not just convenient
- Clever Rx beats competitor’s prices 70% of the time
- It’s FREE for you and your clients!
Contact us to get your personalized Group and Member ID’s activated!
After you are appointed, your clients will be able to download the personalized app & share your code with their family & friends, spreading the savings. When your client save, you earn!
Client Marketing
It’s an excellent idea to build your brand
It’s an excellent idea to build your brand and have a unique identity for your business. Cornerstone Senior Marketing can collaborate with you to create your exclusive image that will bring you to the next level of your business.
- Business Identity
- Flyers
- Brochures
- Mailers
- and more!
Send us an email to schedule a consultation.
Check out the available Marketing Materials – ready to customize!
Discount Mailers
A cost-effective marketing strategy! Grow your business with .30 cent mailers.
Marketing your business through mailers is an excellent way to increase sales. Cornerstone Senior Marketing offers our brokers the industry’s best discounts on mailers and mailing lists.
We’ve partnered with Target Leads and together, offer an action-oriented program to get your mailing lists and mailers to the right prospects every time.
Social media and website services. Expand your online presence and grow your business!
Save time and money while extending your online reach using the CSM discount for automated, market-relevant content posted to your Facebook, LinkedIn, and Twitter pages 5 days per week, plus drive traffic to a website with form and function using the website services discount program in partnership with industry-experts, Snoozzy, Inc.
New! Service for Agencies – includes sales teams pages, recruitment capabilities, password protected pages and a “Find an Agent Zip coder search”.
What works on your website for AEP? Listen Now!
Pinpoint T65 prospects in the palm of your hand!
Our state-of-the-art Turning 65 app offers a heat map display that provides prospect data you can use. The information is perfect for personal marketing through letter campaigns and educational event invitations. It’s convenient and effective, and will add value to any business growth strategy.
“Just downloaded the T65 app. It’s like a magic trick to see that info so easily. WOW. Thank you so much! It truly is an amazing tool.” —Marti S, Agent
Enhance your prospecting with discounted purchased leads.
Receive the highest quality of Med Supp and T65 leads, delivered over a generous time-frame. Costs per lead are discounted and special pricing is offered without a pre-qualifying sales requirement.
Choose your market(s) to get the ball rolling with this effective lead generation opportunity.