Welcome to the 2018 AEP Toolbox!

Here you will find all the links and resources you need to have an efficient and compliant AEP!

Carrier Resources

Click a carrier logo below to find resources, training, and certification information specific to each company.

Aetna CoventryCignaHumanaSilver ScriptUnitedHealthcare Wellcare


We designed this guide to give agents a better understanding of the Medicare Advantage Annual Enrollment Period, what marketing in AEP looks like, great ideas, sample letters, and general tips and tricks to excelling this AEP.

AEP Tool Box Button

Marketing Letters & Other Materials

Senior Marketing Specialists Tools

General Resources

  • COMING SOON 2018 Multi-Product Scope of Appointment Form – (all carriers are required to accept any valid scope, regardless of the carrier who provided it)
  • Medicare.gov Running Your Rx – Help your clients run their drug plans (you can forward this video to your clients)
  • SMS Election Period Assistant – Look up election periods online with our exclusive EPA tool!
  • COMING SOON – Election Period Booklet – In case you need a printable version of the election period assistant
  • COMING SOON – 2018 CMS Landscapes – Find out basic info about every plan (MA and PDP) offered in 2017 by county and state
  • Silversneakers – Find out what plans participate

Basic Certification Videos


Quote Engine Walkthrough


Fill the Gap! Use the Senior Marketing Specialists Quote Engine to help your clients supplement the co-pays of their Medicare Advantage plan!


Visit our Compliance Compass for resources and materials to keep you up to date on compliance issues, trends, and job aids.

Ancillary Products

Hospital Indemnity – Free whitepaper & other resources to help you cross-sell HIP

2017 Medico AEP Guide – Medico has put together a quick AEP guide to selling Medico products