Surviving AEP
The busy season has begun, and we’ve got your back. Flourish this Annual Enrollment Period with our comprehensive collection of resources.
Record a Client Call
Use IntegrityCONNECT to stay compliant with telephonic sales.
Get Carrier Submission Info
Learn how to submit applications for different carriers.
Customize your Personal Agent Website!
Let new clients find you and easily enroll in plans on your site
AEP is all about taking action. Attract, help, and sell to more clients all while staying compliant. Click a topic to get started.
Marketing
See how to stand out with marketing that tells your story.
16 Ways to Generate Medicare Leads
5 Must-Haves for Every Agent This AEP
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
Selling
Your sales success hinges on knowing your clients and products, and we have the pointers you need to close deals.
10 Tips to Submitting an Error-Free Medicare Enrollment Application
7 Actions You Can Take If Your Medicare Plans Go Non-Commissionable
Why It’s Time to Take a More Relaxed Approach to Insurance Sales
4 Tips for Making a Better Insurance Sales Pitch
8 Strategies to Prevent Rapid Disenrollments from Medicare 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 Effective Techniques for Closing Insurance Sales
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.
4 Ways to Help Your Clients Find Their Medicare Beneficiary Identifier (MBI)
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 Prior Authorization Changes for Beneficiaries
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.
FAQs About the Medicare Call Recording Requirements
Do’s and Don’ts of Medicare Compliance
What Are the CMS Medicare Gift Rules?
Rules for Hosting a Compliant Medicare Educational Event
Rules for Hosting a Compliant Medicare Sales Event
What to Know About SOAs in Medicare Health and Prescription Drug Plan 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?
What CMS Requires Agents to Discuss Prior to Medicare Enrollments
FAQs & Guidelines on Compliant Medicare Marketing Materials
How to Protect Your Business from Fraudulent Health Insurance Lead Vendors