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Free tools for Medicare agents
Free to use, whether or not you contract with us.
Our free tools
Tools and checklists
Turning 65 window finder
See the Initial Enrollment Period and coverage start dates from a birth date.
Open →Enrollment period checker
Which enrollment periods are open on a date, and days until the next one.
Open →Disclaimer builder
The standard disclaimer with your numbers, ready to read and post.
Open →Compliance checklist
Printable checklist for phone and in-home appointments.
Open →Rapid disenrollment checker
Does a plan change fall in the first three months? See the exceptions too.
Open →Contracting guide
License, E&O, AHIP, SureLC and appointments, step by step.
Read →Licensing and contracting
- Look up your NPN ↗NIPR tool to find your National Producer Number.
- NIPR Licensing Center ↗Non-resident licenses and renewals.
- State insurance departments ↗Find your state’s license lookup and rules.
- SureLC by SuranceBay ↗The online contracting platform most carriers use.
- Vector One ↗Debit balance reporting carriers may check.
Medicare rules and training
- AHIP Medicare training ↗Annual training accepted by many carriers.
- CMS managed care marketing ↗CMS guidance on Medicare Advantage marketing and communications.
- 42 CFR Part 422, Subpart V ↗The federal marketing and communication rules for Medicare Advantage.
- National Do Not Call Registry ↗Federal do-not-call rules and registry.
Helping your clients
- Medicare Plan Finder ↗Compare Medicare plans by ZIP code.
- Extra Help with drug costs ↗Social Security’s page on the Part D Extra Help program.
- Medicare Savings Programs ↗State programs that can help pay Medicare premiums.
- State Health Insurance Assistance Programs ↗Free, unbiased Medicare counseling in every state.
Enrollment tools
- HealthSherpa for Medicare ↗The enrollment platform built into MiHUB for contracted agents.
- MiHUB for MedicareEnroll through HealthSherpa, Scope of Appointment on screen, recorded calls.
Outside links go to websites we do not own or control and are for general information only.
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