Resources / Medicare
Medicare Agent & Agency Resources
Practical Medicare distribution guidance: contracting, AEP readiness, compliant marketing, documentation and retention for agents and agencies.
What matters most
Key considerations.
Plan your AEP backwards
Certifications, appointments, staffing, technology access and lead planning all have lead times. Build the calendar from the first day of AEP backwards.
Compliance is part of the sales process
Scope documentation, permission to contact, disclosures, recording and retention requirements apply to how business is written — not just to marketing materials.
Contracting takes longer than agents expect
Carrier appointments, certifications and state licensing must all be in place before a producer can write. Start early and track status per carrier.
Retention protects the book you already built
Service touchpoints, annual reviews and plan-change conversations affect persistency and long-term compensation.
Quality assurance is a growth tool
Call review improves close rates and consistency while surfacing compliance issues before they become carrier problems.
Content on this site is intended for licensed insurance professionals.
Next step
Put this into practice with Everlife's infrastructure.
Tell us about your organization and our team will identify the Everlife partnership model that fits your production, licensing and growth goals.
Content on this site is intended for licensed insurance professionals. Nothing on this site is a guarantee of income, production, lead volume, close rates, commission levels, growth or carrier appointments.
Nothing on this site is a guarantee of income, production, lead volume, close rates, commission levels, growth or carrier appointments. All sales and marketing activities are subject to applicable carrier, CMS, TCPA and other regulatory requirements.