Ultimate Scope of Appointment (SOA) Guide for Medicare Agents

November 28, 2023

Scope of Appointments (SOA) are an important part of selling Medicare Advantage and Part D prescription drug plans. That said, coming up with a system – and staying on top of ever-changing…

Medicare Advantage Highlights For the 2024CY AEP

October 23, 2023

*Agent Use Only. Not For Use With the General Public* Welcome to the 2023 AEP for CY2024 enrollments, which lasts from October 15-December 7. We're ready for another great AEP season!

2024 Part D Updates & Carrier Highlights

October 17, 2023

*Disclaimer: FOR AGENT USE ONLY - Cannot be distributed to the public or used in any customer solicitation.* It’s that time of year again, where PDP enrollment goes wild and we all kick it into high…

How to Prepare for AEP This Fall (10 Tips)

September 5, 2023

For a lot of Medicare agents, AEP is the most stressful time of year. You're trying to service your entire book of business in less than 8 weeks, all while managing to keep some sort of work-life…

2024 AHIP Certification Discounts

June 21, 2023

Looking for 2024 AHIP discounts and promotions? You've come to the right place. Our team searched high and low and located several AHIP discounts, promotions, and reimbursements that are available to…

AHIP Study Guide PDFs & Printables

June 20, 2023

If you're planning to sell Medicare Advantage and/or Part D prescription drug plans, you'll need to pass the required Medicare + Fraud, Waste, and Abuse (MFWA) training and exam offered through AHIP.

How to Prep & Study for the 2024 AHIP Exam

June 20, 2023

The 2024 AHIP training and exam opens up on June 21, 2023. Any agents who want to represent and sell CY 2024 Medicare Advantage and/or Part D drug plans need to complete the 2024 AHIP Medicare…

How Much Does the AHIP Certification Cost?

June 12, 2023

Ready to offer Medicare Advantage and Part D prescription drug plans for contract year 2024?

48-Hour SOA Rule and More Proposed Compliance Changes for 2024

January 24, 2023

We all experienced major compliance changes last year, including mandatory call recording and a new TPMO disclaimer. CMS has released its proposal for the next round of compliance rule updates, which…

How to Record & Store Calls for AEP: CMS Compliance Changes

August 2, 2022

New compliance rules and guidelines that apply to Medicare Advantage and Part D plans are coming. From new disclaimers to a call recording and 10-year storage requirement, these major changes will…