The latest Medicare Advantage Agent Guides are now available!
These essential resources provide clear, actionable insights on enrollment periods, compliance requirements, and marketing best practices for agents.
Here’s a snapshot of what’s included:
Special Enrollment Periods (SEP): Understand eligibility criteria and best practices to market plans to clients during SEPs without violating compliance rules.Initial Enrollment Period (IEP): Navigate the critical seven-month window for age-in clients, ensuring you guide them seamlessly through their Medicare options.Open Enrollment Period (OEP): Learn what clients can and can’t do during OEP, and access guidelines to support compliant communication and engagement.New-to-Medicare Guide: Simplify Medicare eligibility and enrollment opportunities for clients transitioning from employer coverage or other special circumstances.
Equip yourself with these expertly crafted materials to provide exceptional client service, grow your book of business, and stay compliant.
