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.
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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.
LEGISLATIVE UPDATES PRESENTATION
AEP Sales Appointment Checklist
The Importance of Expanding Your Portfolio
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
SmoothingMedicarePrescriptionPayment_Plan Fact Sheet-July16-508
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.
Medicare Prescription Payment Plan Fact Sheet_ENG
Presentation_Whats_Changing_in_Medicare_2025
Sample Client Letter IRA Impact 2025
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 2024 to use in seminars (Editable PDF – add your name/contact info)
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….
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
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 ↓
Whats New
Integrity-Whats-New-Quote-eApp
Integrity-Whats-New-Contact-List
Integrity-Whats-New-Contact-Details
Integrity-Whats-New-Account-Preferences
Getting Started
Integrity-Getting-Started-Guide
Integrity-Getting-Started-Create-Contacts
Integrity-Getting-Started-Active-Selling-Permissions
Integrity-Getting-Started-Quote-and-Apply
Integrity-Getting-Started-Contact-List
Integrity-Getting-Started-Call-Management
Integrity-Getting-Started-Ask-Integrity
Expand your Medicare Business with Plan N
Tap into a growing Medicare opportunity with Plan N.
The plan with unique advantages.
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!
Why agents add Clever Rx to their portfolio:
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!
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.
Enjoy immediate access to this time-saving tool. Quote online, compare plans from all carriers and enroll Medicare Supplement plans directly on the platform.
BUILT-IN BUNDLING ADVANTAGE with our exclusive proprietrary products. Includes ancillary lines and supplementary plans in every quote.
Agents have the ability to place a custom Medicare Supplement quoting engine on their website. Visitors are able to run quotes direct on your business website. In addition, consumer contact information will be sent via email once they click ‘Learn More’.
How to get started:
Request your Customer Consumer quoting Tool Here
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.
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”.
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
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.
