Carrier Guides & Resources

Certification Guide
Supply Ordering Guide
​Enrollment Guide
Contracting transfer blackout dates: 10/1/21 to 1/1/2022.
Certification Guide
Supply Ordering Guide
​Enrollment Guide
Contracting transfer blackout dates: 9/1/21 to 12/31/2021.
Certification Guide
​Enrollment Guide
Contracting transfer blackout dates: 10/1/21 to 1/1/2022.
Certification Guide
Supply Ordering Guide
​Enrollment Guide
Contracting transfer blackout dates: 7/11/21 to 1/1/2022.
Certification Guide
Supply Ordering Guide
​Enrollment Guide
Contracting transfer blackout dates: 9/1/21 - 12/31/21.

    Request 2022 Plan Information

Checklist Review

Complete Contracting

​If you need to finish any contracting you may have started, complete it and review any carriers you wish to add.​ Carriers have blackout dates where you can no longer move your contract.

Complete AHIP Training

Be sure to complete your AHIP training. Many carriers offer discounts, but you must access the training through the carriers' agent websites to receive that discount.

Complete Product Training

Login to agent sites and complete all product training. You'll get notified by the carrier when you’re eligible to being selling. Watch your Inbox carefully​.

Access MedicareCENTER

Login to MedicareCENTER and get familiar with all the new tools available.

Review Electronic Apps

Familiarizing yourself with electronic applications now (before the rush) will make them much easier to complete. Download carrier e-App training guides​.

Order Marketing Materials

Order any supplies you may need from your carriers directly, and be sure to request our complimentary, branded marketing materials to help you promote yourself.
Quote and enroll Medicare Advantage and Prescription Drug Plans quickly and easily through MedicareCENTER. Run Med Supp quotes, submit e-Apps and manage all of your clients in the built-in CRM. Access all of these tools with one login on any device.

What can your clients do during AEP?

​1. Change from Original Medicare to a Medicare Advantage plan (or vice versa)

2. Switch from one Medicare Advantage plan to another Medicare Advantage plan
 
3. Switch from a Medicare Advantage plan that doesn't have drug coverage to one that does offer drug coverage (or vice versa)
4. Join a Medicare Prescription Drug Plan (PDP)

5. Switch from one Prescription Drug Plan (PDP) to another PDP

6. Drop Medicare Prescription Drug coverage completely

​When Taking a Medicare Supplement Application Be Sure to Pay Attention to the Following:

​Type of application - AEP doesn’t mean the application is automatically Open Enrollment or Guaranteed Issue.

​Open enrollment applies only to persons who are first enrolling in Medicare Part B or turning age 65.
 
​Guaranteed Issue applies only to Medicare beneficiaries who are losing (or disenrolling) in their current health  care coverage under a qualifying Guaranteed Issue provision and these applications must include proof of credible coverage which supports the qualifying Guaranteed Issue event. (Guaranteed Issue provisions vary by state; if in doubt, call underwriting before taking a Guaranteed Issue application. And, don’t forget to attach the proof of credible coverage to the application.)
 
​Underwritten applies to all other applications, where the applicant must answer all of the health questions.
 
​Proof of credible coverage is required for all Guaranteed Issue applications and must be attached to the application (including an e-App). The document must be from each applicant’s current health insurer, include each insured’s name, and include the date each applicant’s current coverage will end.
 
Correct Medicare ID Number and Social Security Number – Record the Medicare ID number exactly as it is shown on the applicant’s Medicare ID card; don’t assume these numbers are always the same.