10.15.2025
AEP Starts
12.07.2025
AEP Ends
Explore Medicare training, certification, carrier contracting, compliance tools, and marketing resources for agents and brokers. Powered by Agility Insurance Services, your trusted FMO for life and health professionals.
Agent Training, Tools & Certification: Get ready for Medicare AEP! Stay compliant, and stay ahead.
đź’ˇ Agents contracted through Agility Insurance Services receive access to our training portal, MyAdmin book of business, compliance support, and fast-track commissions and carrier approvals.
Access top-tier national and regional carriers all in one place. Submit contracting requests, check appointment status, or get guided help through our FMO support team.
Navigate the ever-changing Medicare marketing landscape with confidence. We provide CMS-approved templates, disclaimer guidance, and digital assets that help you market compliantly.
October 15 – December 7 each year. With an effective start date of January 1 of the new year.
No — marketing prior to full appointment may violate CMS guidelines.
Do I need to record all calls?
Yes, all sales and marketing calls must be recorded and stored for 10 years.
How do I submit SOAs?
Through your carrier portal or approved digital tools like ConnectureDRX.
Blue Cross and Blue Shield of South Carolina
Partner with us at Agility, and gain access to exclusive carrier contracts, bonuses, co-op marketing, compliance support, events and training designed to grow your agency.
© Agility Insurance Services, LLC. All Rights Reserved. This site is for agent use only. Distribution to Medicare Beneficiaries is not permitted. Not affiliated with the United States government or the federal Medicare program. Not all products are available in all areas. Exclusions and limitations may apply.
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2929 N Central Expy Ste 150, Richardson, TX 75080