Surviving AEP

Surviving AEP

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

The Do's and Don'ts of Medicare Compliance

  • Follow TPMO guidelines
  • Obtain permission to contact
  • Collect Scopes of Appointment
  • Learn marketing rules
  • Host compliant events & appointments
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Record a Client Call

Use CallVault to stay compliant with telephonic SOAs and sales calls.

Get Carrier Submission Info

Research products, certification requirements, application submission details, and more.

Check an Application's Status

Keep track of all your applications in one place.

Subscribe to Our Blog for a Free Portfolio Review

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

Attend exclusive and informative webinars!