Enrollment & deadlines
Medicare IEP calculator
Find your seven-month sign-up window from your birthday.
Open tool →Enrollment period finder
Find the enrollment window that fits your situation.
Open tool →Medigap enrollment calculator
Estimate your six-month Medigap open enrollment window.
Open tool →HSA stop-date planner
Plan when to stop contributions before Medicare begins.
Open tool →Retirement enrollment timeline
Map Part B enrollment around your retirement dates.
Open tool →Turning-65 Medicare kit
Keep your sign-up tasks and questions in one place.
Open tool →Costs & penalties
IRMAA calculator (2026)
Estimate income-related Part B and Part D surcharges.
Open tool →Part B penalty calculator
Estimate the monthly cost of delayed Part B enrollment.
Open tool →Part D penalty calculator
Estimate the monthly cost of a gap in drug coverage.
Open tool →IRMAA appeal checklist
Organize documents for a request to reduce IRMAA.
Open tool →Annual review
Medicare AEP calendar
Keep fall AEP and Medicare Advantage OEP dates handy.
Open tool →ANOC changes worksheet
Compare next year’s plan changes before fall enrollment.
Open tool →Annual cost comparison
Compare premiums and estimated spending side by side.
Open tool →Annual review kit
Prepare your coverage questions for your yearly review.
Open tool →ANOC explainer
Turn your plan’s change notice into a review checklist.
Open tool →OTC benefit organizer
Keep plan-specific benefit details ready for review.
Open tool →Organizers & binders
Medical binder
Keep care contacts and medical information together.
Open tool →Medication log
Keep an up-to-date list of medications and instructions.
Open tool →Caregiver binder
Share care routines and contacts with your support team.
Open tool →End-of-life planner
Organize wishes and practical details for your loved ones.
Open tool →Agent tools
Medicare Annual Enrollment Battle Planner
Organize annual enrollment goals and review activity in a planning workbook.
Open tool →Agency-in-a-Box
Keep related client, commission, and follow-up records together rather than spreading them across separate notes.
Open tool →Agency Production Dashboard
Bring agency production entries into a structured dashboard workbook.
Open tool →1099 Agent Bookkeeping & Tax Tracker
Collect business income and expense entries throughout the year.
Open tool →Free AHIP & NABIP Practice Quiz
Practice Medicare concepts with the existing independent question bank.
Open tool →Ancillary Cross-Sell Tracker
Track follow-up activity related to ancillary coverage conversations in a workbook.
Open tool →Medicare Appeals & Prior-Auth Toolkit
Keep appeal and prior authorization notes, dates, and supporting-document references together.
Open tool →Bilingual Medicare Client Intake Form
Capture intake notes using an English and Spanish workbook.
Open tool →Chronic Eligibility Navigator
Keep information and questions about chronic-condition eligibility organized.
Open tool →Client Referral Engine
Organize referral activity and follow-up notes in a repeatable format.
Open tool →CMS Compliance Chain
Track steps and documentation references in a repeatable process.
Open tool →2027 Commission Rate Tracker
Organize 2027 commission assumptions in a spreadsheet.
Open tool →Commission Tracker
Record commission activity and compare your entries with payment statements.
Open tool →Compliance Suite
Organize documentation that supports a consistent recordkeeping routine.
Open tool →Compliance Vault
Keep documentation references organized so the right record is easier to locate.
Open tool →CY2027 Rate & Rollback Refresh Kit
Keep 2027 planning inputs and refresh notes together in the existing workbooks.
Open tool →Income & Ops Suite
Bring commission and operating records into a repeatable tracking routine.
Open tool →Lead ROI Tracker
Record lead spending and resulting activity in a workbook.
Open tool →Medicare Annual Enrollment Tracker Spreadsheet
Organize annual enrollment work in a daily tracking workbook.
Open tool →Medicare Agent Certification Tracker
Track certification tasks and dates in one spreadsheet.
Open tool →Medicare Agent CRM Dashboard PRO
Bring client and business tracking entries into an existing dashboard workbook.
Open tool →Medicare Agent CRM + Operating System
Keep related client and operational records in an existing multi-sheet workbook.
Open tool →Medicare Agent Starter Pack
Use the existing starter workbook to establish a simple recordkeeping routine.
Open tool →Medicare Plan Comparison Tool
Arrange information from plan documents side by side in a worksheet.
Open tool →Medicare SEP Tracker
Record questions and documentation relating to special enrollment periods.
Open tool →Medicare T65 Pipeline Tracker
Organize a turning-65 prospect workflow with an existing pipeline spreadsheet.
Open tool →Post-Rollback Compliance & E&O Documentation Pack
Collect the existing documentation templates for your records workflow.
Open tool →Client Retention Hub
Keep renewal and client follow-up tasks visible in one workbook.
Open tool →Client Retention Power Pack
Collect the templates used for ongoing client contact in one download.
Open tool →Retention Suite
Keep annual reviews, renewal conversations, and ongoing follow-up in view.
Open tool →Medicare Sales Scripts & Objection Handling
Review conversation prompts and objection-handling notes as drafting aids.
Open tool →Senior Content Pack
Review the existing content documents as material for your own editorial process.
Open tool →Switch-ROI Worksheet (Call-Time Closer)
Organize the numbers used in a worksheet comparison so assumptions are visible.
Open tool →TCPA Consent Log
Keep consent documentation and contact records organized.
Open tool →Client Touchpoint Calendar
Plan recurring follow-up tasks in a calendar document.
Open tool →New Client Welcome Packet
Prepare a consistent starting document for new clients.
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