MA/PDP/AEP Toolkit
Here you will find all of the links and resources you need to have an efficient and compliant AEP!
Extended AEP Hours: October 4th – December 9th
Monday – Thursday: 7am to 6pm CST
Friday: 8am to 4pm CST
We will be loading 2022 product information and resources as they come in. Please note that any plan year specific forms will have the year listed in the description. If you have any questions about when or how to use a specific form please email agentsupport@smsteam.net or call (800) 689-2800.
NOTICE FOR YOUR CLIENTS: Medicare Advantage Plans are marketed VERY heavily during the fall months. Medicare Advantage is NOT the same as Medicare Supplement insurance and Part D and requires a thorough explanation and review before making the move from Original Medicare to Medicare Advantage.
Tell your clients it is wise to NEVER respond to a television commercial, junk mail advertisement, or telemarketing solicitation.
Application Submission Options
Quick Links:
2022 Application Submission Agreement Form
Note: the agreement only needs to be signed one time and returned.
2022 Application Fax Cover Sheet
The CONNECTURE-DEVELOPED, INTEGRITY-EXCLUSIVE enrollment platform that features game-changing technology that’s simple and easy to use.
Carrier Resources and Basic Certification Videos
Click a carrier logo below to find resources, training, and certification information specific to each company.
Forms, Materials, and Resources
Marketing Letters &
Appointment Materials
Appointment Materials
- AMP (Agent Marketing Portfolio) Newsletter
- 2022 Medicare Costs & Premiums – Coming Soon
- Medicare Overview eBook – customizable
- Medicare Supplement Sales Summary Worksheet | MAPD Sales Summary Worksheet – Use these handy, personalizable worksheets to wrap up your sales presentations. Providing these to your client can ensure they better understand their coverage!
- 2022 Calendar Year Appointment Form – Set your next appointment before you leave the appointment!
- IRS 502 Publication – Medical & Dental Expense Deduction
- 2022 Medicare Part D Pharmacy Flyer – Agent Use Only
- Generic Annual Review Letter – This letter can be used throughout the year. It is non-specific to products and does not mention AEP. Uses can be for Medicare Supplements, final expense, and other ancillary products.
- Generic Permission to Contact Form
- Rx List Request Letter – To be used to request a Rx list from your clients to run PDP comparisons.
- Stay on Current Coverage Letter Option #1 | Option #2 – Send this to clients to urge them to remain on their current coverage.
- Change Coverage Letter Option #1 | Option #2 – Send this to clients as a suggestion to review and switch plans.
- Annual Policy Review Letter Option #1 | Option #2 – Introduce yourself to a new prospect.
- Stay on Current Coverage Letter w/ Hospital Benefit Option #1 | Option #2
- Stay on Current Coverage w/ Dental Offer Option #1 | Option #2
- Stay of Current Coverage w/ Dental and Hospital Benefit Option #1 | Option #2
- Need personalized marketing pieces? – Choose from our AMP (Agent Marketing Portfolio) catalog!
SOA Forms
& CMS Resources
& CMS Resources
Visit each individual carrier’s page by clicking the links below to access their scope of appointment forms.
Note: all carriers are required to accept any valid scope, regardless of the carrier who provided it.
- 2022 “Generic” Scope of Appointment Form (No Carrier Name Listed) – while all Scopes are filed by a carrier, for 2022 the SilverScript Scope of Appointment form has no obvious carrier logos or mention of their company name.
- Strategic Planning Tool – The Medicare Enrollment Dashboard: Monitor enrollment statistics issued by CMS while developing your business plan for AEP and beyond.
- CMS Star Rating Information
- Medicare Publication 11220 – Yearly Medicare Plan Review
- Medicare Communications & Marketing Guidelines
- CMS Landscapes – basic information about every plan (MA and PDP) offered.
- CMS MA & PDP Landscape Walkthrough – How to view and navigate the CMS Landscapes for Medicare Advantage and Prescription Drug Plans.
Sales Tools
and Resources
and Resources
- SMS Events – Certification Walkthroughs, Regional Product Rollouts, Virtual Admin Training, and more!
- Cost Share Lead Program – Grow Your Business This AEP!
- 2022 Non-Commissionable Plan List
- Top 4 Compliance Violations – An SMS University Whitepaper.
- Avoiding Compliance Pitfalls with Virtual Selling
- Agent Month by Month Preparation for AEP
- New Year Medicare Beneficiary Checklist
- Agent Checklist – November and December To Do List
- Quote Engine Walkthrough Video
- Navigating a Virtual World – Everything you need to run your business virtually.
- Tips For Working Remote
Virtual Admin
Training Videos
Training Videos
Learn how to check application status, use online enrollment, audit commissions, create marketing pieces, and the whole 9 yards for each of our main Medicare Advantage and PDP carriers. We will help make the complicated maze of carrier sites a quick and easy journey this AEP.
Compliance, Fraud, Waste, and Abuse
Let Senior Marketing Specialists help make sure you’ve dotted all your i’s and crossed all your t’s. We’ll go over all general compliance concerns, as well as get you going on your yearly required Fraud, Waste, and Abuse training through CMS.
Using and Maneuvering Medicare.gov
Whether you’re looking for a brush-up on the yearly changes on Medicare.gov or are new to the business and have never run a drug plan quote, this session is for you. Join our seasoned trainers as they walk you through all the Medicare.gov resources and pages that you will be using on a day to day basis during the 2021 AEP.
Utilizing Senior Marketing Specialists Resources
Get a top to bottom tour of the Senior Marketing Specialists website, with stops along the way at instant online support, using the quote engine as a cross-selling tool, accessing free content for your social media pages, and much more. This webinar will bring you the basics (and some not so basic) of fully utilizing your relationship with Senior Marketing Specialists.
Quick Links
Your experts at Senior Marketing Specialists want to help you grow your business. Take advantage of the opportunity to maximize growth this AEP!
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Check out our newest web-series on AEP. Featuring training on topics like What is AEP, Guidelines & Marketing Compliance, and non-face-to-face Selling.
The Connecture-developed, Integrity exclusive platform with enrollment tools, CRM, Learning Center, and more! Designed to make your client enrollments quick, painless and CMS compliant.
Designed to give agents a better understanding of the Med Advantage Annual Enrollment Period, what marketing in AEP looks like, great ideas, sample letters, and general tips and tricks to excel this AEP.