Medicare Tools

AHIP 2027 and Certification Instructions!

Carrier RollOuts!

Integrity Connect Walk Through

Fact Finding

Medicare Profile Sheet (Agent Use)

Medicare Profile Sheet (Client Use)

The Scripts

General Medicare Lead Script

Carrier Medicaid Script

Booking Events Script

How to Register Your Phone so Not Spam

How to Register Events

Anthem

Humana

Aetna

UHC

How to Order & Discounts

FedEx Office Discount

How to Order DSNP Postcards UHC & Anthem

Promotional Items List

Retention!

Birthday Cards & Postcards

Scope of Appointment (SOA)

Generic SOA (Sign)

Generic SOA (Voice)

The Presentation

Medicare 101 Talking Points

Gold, Silver, Bronze Packages

Client Forms

IRMAA SSA-44

Employer Request for Creditable Coverage CMS-L564

TriCare Claims Reimbursement Form

Federal BCBS Reimbursement Form

Federal BCBS Claims Form

Service FAQ

How to Update PCP

How to Order Duplicate Cards

OTC Guide

How to Change Agent of Record (AOR)

Verification Forms

Carrier CSNP/DSNP Verification Form