Surviving AEP

The busy season has begun, and we’ve got your back. Flourish this Annual Enrollment Period with our comprehensive collection of resources.

The Do's and Don'ts of Medicare Compliance

  • Obtain permission to contact
  • Collect Scopes of Appointment
  • Learn marketing rules
  • Host compliant events & appointments
  • Craft a website that follows regulations
Read More

Record a Client Call

Use our recording tool to stay compliant over the phone.

Get Carrier Submission Info

Learn the nuances of submitting applications for different carriers.

Check an App's Status

Keep track of all your applications in one place.

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AEP is all about taking action. Attract, help, and sell to more clients all while staying compliant. Click a topic to get started.

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