Annual Enrollment
October 15th - December 7th
aetna
Certification is available NOW
Certification Guide Supply Ordering Guide Enrollment Guide First Look 2025 Contracting transfer blackout dates: 10/1 - 12/31 cigna
Certification is available NOW
Certification Guide Supply Ordering Guide Enrollment Guide First Look 2025 Contracting transfer blackout dates: 9/1 - 12/31 devoted
Certification is available NOW
Certification Guide Supply Ordering Guide Enrollment Guide First Look 2025 Contracting COMING SOON! |
unitedhealthcare
Certification is available NOW
Certification Guide Supply Ordering Guide Enrollment Guide First Look 2025 Contracting transfer blackout dates: 9/1 - 12/31 wellcare
Certification is available July 16, 2024
Certification Guide Supply Ordering Guide Enrollment Guide First Look 2025 Contracting transfer blackout dates: 10/1 - 12/8 |
AHIP Training |
Product |
Region |
2024 Initial |
2025 Initial |
2024 Renewal |
2025 Renewal |
Medicare Advantage |
National |
$611 |
$726 |
$306 |
$363 |
Medicare Advantage |
CT, DC, PA |
$689 |
$805 |
$345 |
$403 |
Medicare Advantage |
CA, NJ |
$762 |
$880 |
$381 |
$440 |
Medicare Advantage |
PR, USVI |
$418 |
$528 |
$209 |
$264 |
Prescription Drugs |
National |
$100 |
$209 |
$50 |
$105 |
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.
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 all product training. You'll get notified by the carrier when you’re eligible to being selling. Watch your Inbox carefully for important RTS (Ready to Sell) emails.
Review our MA & PDP Sales Checklist.
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If you're not selling Prescription Drug Plans be sure to download our Part D Plan finder guide to help walk your clients through the process of enrolling in a Part D plan on medicare.gov.
Begin marketing yourself early, and be sure to request our complimentary, marketing materials.
Login to MedicareCENTER and be sure to download the mobile app, Integrity for Agents, available in the App Store and the Google Play Store.
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Marketing Rules |
If you do NOT sell ALL plans in the service area, the disclaimer must read: “We do not offer every plan available in your area. Currently we represent [insert number organizations] organizations which offer [insert number of plans] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program to get information on all of your options.” If you DO sell ALL plans in the service area, the disclaimer must read: “Currently we represent [insert number of organizations] organizations which offer [insert number of plans] products in your area. You can always contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program for help with plan choices.” The disclaimer is not required if you only sell plans on behalf of one Medicare Advantage carrier or PDP carrier. Additionally, CMS prohibits the use of the Medicare name, CMS logo, or products or information issued by the Federal Government, including the Medicare card, in a misleading manner. Use of the Medicare card image is only permitted with authorization from CMS. |
All Third Party Marketing Organizations (TPMOs), which includes licensed insurance agents, must record all sales, marketing, and enrollment calls with Medicare beneficiaries in their entirety, including the enrollment process and pre- and post-sales calls. This requirement pertains to phone, virtual, and online conversations. Only the audio portion of calls using web-based technology must be recorded.
Recordings must be stored in accordance with CMS storage requirements for a duration of no less than 10 years. Please note, face to face appointments are not required to be recorded and are exempt from this guidance. We do not dictate which technology you must use for call recordings. However, we do offer call recording capabilities through MedicareCENTER which allows you to record and store your calls for free. |
Connect800.928.4998
919.489.3600 919.419.0401 (fax) [email protected] 1480 Chapel Ridge Road Suite 200 Apex, NC 27502 |
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