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
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.
AEP is all about taking action. Attract, help, and sell to more clients all while staying compliant. Click a topic to get started.
Marketing
Selling
Helping Clients
Staying Compliant
Marketing
See how to stand out from the rest with marketing that tells your story.
- Ways to Get Medicare Leads
- Generate Medicare Leads Using Marketing Materials from ShopRitterIM
- 4 Ways the Shop & Enroll Blog Can Help Your Sales Strategy
- Advertising Medicare Through Facebook
- How To Better Market Yourself
- Keys to Client Retention: Face-to-Face Communication
- Keys to Client Retention: Digital Communication
- Best Practices for Writing an Email to Your Insurance Clients
- The Ultimate Agent Resource List Pt. 1: Market Yourself
Selling
Your success selling hinges on knowing your clients and products, and we have the pointers you need to close deals.
- 10 Tips to Submitting an Error-Free Application
- Why It's Time to Take a More Relaxed Approach to Insurance Sales
- 4 Tips for Making a Better Insurance Sales Pitch
- 7 Strategies to Prevent Rapid Disenrollments from Medicare Plans
- The Ideal Client for Medicare Advantage Plans
- The Ideal Client for Medicare Supplement Plans
- 5 Steps to Selling Medicare Supplements Successfully
- When Do Med Supp Plans K, L, M, & N Make Sense?
- What to Know When Replacing Existing Med Supp Plans for Clients
- 4 Steps to Finding the Perfect PDP for Your Client
- 7 Powerful Practices for Selling Prescription Drug Plans
- How to Save Your Clients Money on Prescription Drugs
- Halfway Through AEP: Reflect & Renew Your Medicare Sales Strategies
Helping Clients
Learn how building relationships and serving clients can expand your business.
- Senior Speak: Talking to Medicare Clients Age 65 & Older
- Why Client Retention Should be Your Top Priority
- Tips on Dealing with a Difficult Client
- How to Take on an Upset Client in the Insurance Industry
- Building Client Loyalty: More than Just a Plan
- How VA Benefits Work with Medicare
- Medicare for Snowbirds, Sunbirds, & Travel Enthusiasts
- Working with New Medicare Clients in Poor Health
Staying Compliant
Compliance is the foundation to a healthy business, and we have the building blocks you need.
- Our Plan to Help Agents Record Calls for Medicare Sales & SOAs
- Do's and Don'ts of Medicare Compliance
- Rules for Hosting a Compliant Medicare Educational Event
- Rules for Hosting a Compliant Medicare Sales Event
- What to Know About SOAs in Senior Market Sales
- What Agents Can't Say During Medicare Sales Appointments
- What Not to Say During Medicare Educational and Sales Events
- What Are Agents Responsible for Under HIPAA?
- Staying Compliant Without Compromising Salesmanship
- Are Your Medicare Marketing Materials Compliant?
- Insurance Agents as TPMOs: What CMS Compliance Regulations Mean for You
- What CMS Requires Medicare Agents to Discuss Prior to Enrollments
- Where It All Begins: Obtaining Permission to Contact for Medicare Sales
- CMS’ 2024 MA and Part D Final Rule Changes for Agents
