Grow Your Business This AEP

What do you need to grow your business this AEP?

If you’re a certified and ready-to-sell agent with us submit the included form for consideration. A member of our cost share committee will review your request and give you a call to discuss how you can take advantage of this growth opportunity.

Submit Your CMS Third Party Marketing Materials Here

Have a great idea to grow your business? Submit a business plan to us and see if we can help!

AEP CoOp Form

First Name *

Last Name *

Email *

Phone *

We can’t wait to hear your idea to grow your business! Fill out the fields below and we’ll be in touch soon.

Have you already created a marketing plan?

Type of Growth Opportunity?

Describe the Other Type of Growth Opportunity

List a clear set of objectives for the proposed campaign. *

EXAMPLE: X leads generated, Y attendance to event, Z lead close rate/number of apps generated.

Total Expected Cost? Include a breakdown of expense estimates. *

EXAMPLE: Agent will order 125 Medicare Supplement T-65 leads from XYZ Leads over 10 weeks costing $25/lead in St. Louis County, MO. Since the leads cost $25 x 125 leads ordered = $3125 in total lead spend.

List any other organizations providing support for this plan (ex: carriers, community orgs, etc.) AND what support they provide (financial, free space rental, etc.).

Outline your follow-up plans post campaign. What will you do to make this successful? *

EXAMPLE: I will follow up a minimum of 7 times per lead via phone and email.

State a production commitment based on the campaign scope and size. *

EXAMPLE: The goal is to close 20% of the leads which will result in 25 sales with products through Senior Marketing Specialists.

Please submit your marketing plan along with an up-to-date W9 with your request.

Click here for a blank W9.

Please submit an up-to-date W9 with your request.

Click here for a blank W9.

Upload Your W9 and Marketing Plan Here

Maximum file size: 314.57MB

Upload Your W9 Here

Maximum file size: 314.57MB

If you are human, leave this field blank.

Option #1 Lead Drop

Let’s team up! We’ll split the cost of leads with you!

We pay 50%, you pay 50%.

Option #2 Cost Share Your Marketing Plan

Have a great idea to grow your business? Submit a business plan to us and see if we can help!

AEP CoOp Form

First Name *

Last Name *

Email *

Phone *

We can’t wait to hear your idea to grow your business! Fill out the fields below and we’ll be in touch soon.

Have you already created a marketing plan?

Type of Growth Opportunity?

Describe the Other Type of Growth Opportunity

List a clear set of objectives for the proposed campaign. *

EXAMPLE: X leads generated, Y attendance to event, Z lead close rate/number of apps generated.

Total Expected Cost? Include a breakdown of expense estimates. *

List any other organizations providing support for this plan (ex: carriers, community orgs, etc.) AND what support they provide (financial, free space rental, etc.).

Outline your follow-up plans post campaign. What will you do to make this successful? *

EXAMPLE: I will follow up a minimum of 7 times per lead via phone and email.

State a production commitment based on the campaign scope and size. *

EXAMPLE: The goal is to close 20% of the leads which will result in 25 sales with products through Senior Marketing Specialists.

Please submit your marketing plan along with an up-to-date W9 with your request.

Click here for a blank W9.

Please submit an up-to-date W9 with your request.

Click here for a blank W9.

Upload Your W9 and Marketing Plan Here

Maximum file size: 314.57MB

Upload Your W9 Here

Maximum file size: 314.57MB

If you are human, leave this field blank.

Disclaimer: agents must be certified and ready-to-sell with us before participating in this program.

Quote Engine

Election Period Assistance

Medicare Cafe

CARE Initiative

What do you need to grow your business this AEP?

If you’re a certified and ready-to-sell agent with us submit the included form for consideration. A member of our cost share committee will review your request and give you a call to discuss how you can take advantage of this growth opportunity.

Have a great idea to grow your business? Submit a business plan to us and see if we can help!

We can’t wait to hear your idea to grow your business! Fill out the fields below and we’ll be in touch soon.

Please submit your marketing plan along with an up-to-date W9 with your request.

Click here for a blank W9.

Please submit an up-to-date W9 with your request.

Click here for a blank W9.

Let’s team up! We’ll split the cost of leads with you!

We pay 50%, you pay 50%.

Please submit an up to date W9 with your request.

Not sure what vendor to use? Check out a list of a few here.

Click here for a blank W9.

Have a great idea to grow your business? Submit a business plan to us and see if we can help!

We can’t wait to hear your idea to grow your business! Fill out the fields below and we’ll be in touch soon.

Please submit your marketing plan along with an up-to-date W9 with your request.

Click here for a blank W9.

Please submit an up-to-date W9 with your request.

Click here for a blank W9.

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