The Agent Toolkit
Every Medicare resource an agent needs — one curated index.
Handbooks, CMS guidance, licensing portals, education, and trusted consumer resources you can share with your clients. Bookmark this page — we keep it current so you don't have to.
What is the GoAEP Medicare Agent Toolkit?
The GoAEP Agent Toolkit is a curated directory of the official government, regulatory, education, and consumer-trust resources that licensed Medicare insurance agents use during the Annual Enrollment Period (AEP). It includes the CMS Medicare & You handbook, the Medicare Communications & Marketing Guidelines (MCMG), NIPR for licensing, AHIP for annual certification, NABIP for advocacy, and SHIP for unbiased consumer counseling.
Built into GoAEP
Scripts, forms & CMS videos — already curated for you
Three living libraries kept current each plan year — high-converting scripts for every channel, compliance forms, and official CMS videos — so you can stop hunting through carrier portals.
- New
Scripts & Touchpoints
High-converting scripts for phone, voicemail, email, SMS, social, referrals, and winbacks — with psychology, compliance notes, and cadence playbooks.
Open Scripts Library - New
Election Periods Explained
AEP, MA OEP, IEP/ICEP, GEP, every major SEP, and Medigap OEP/GI — with windows, effective dates, agent tips, and 2026 compliance watch-outs.
Open the Chart Compliance Forms Library
Scope of Appointment, Permission to Contact, HIPAA, pre-enrollment checklists — sourced and annotated with 2026 rule notes.
Open Forms LibraryCMS Video Library
Official CMSHHSgov videos on Medicare 101, AEP, Plan Finder, marketing rules, LEP/IRMAA, and FWA — embedded in one place.
Open Video Library- New
Blogging, SEO & AEO
Why every Medicare agent needs a blog in 2026 — plus Growthly, the autopilot AI blog engine we recommend.
Read the Guide
Practice drills
Sharpen the reflexes AEP actually tests
Timed, single-page practice tools you can run between calls. No login, no account — progress lives in your browser.
- New
Election Period Date Drill
A date, a client scenario, five options. Trains SEP judgment, IEP timing, and the 2026 rule changes that catch tenured agents.
Start a round - New
Medigap Plan-Letter Match
Two minutes to rebuild the CMS Medigap chart from memory. Plans A, B, D, G, K, L, M, N across nine benefit rows.
Start the drill
Handbooks & Downloads
The reference books every Medicare agent should keep one click away — straight from CMS.
- Handbook
Medicare & You 2026
The official U.S. government Medicare handbook — eligibility, enrollment periods, plan basics, and rights. Updated annually by CMS.
Download PDF - Handbook
Medicare Communications & Marketing Guidelines (MCMG)
CMS rules for how MA, PDP, and cost plans communicate and market to consumers. Required reading for every Medicare agent.
- Handbook
Medicare Managed Care Manual — Ch. 3 (Marketing)
The deeper-cut chapter behind the MCMG. Use when you need the underlying regulation, not the summary.
- Handbook
Understanding Medicare Advantage Plans (CMS 12026)
Plain-language CMS booklet on how MA plans work — perfect leave-behind after a kitchen-table appointment.
- Handbook
Your Guide to Medicare Prescription Drug Coverage (CMS 11109)
Official Part D guide covering formularies, coverage phases, and the post-IRA $2,000 out-of-pocket cap.
- Handbook
Choosing a Medigap Policy (CMS 02110)
The CMS guide to Medicare Supplement plans — standardized plan letters, guaranteed-issue rights, and state variations.
CMS & Federal
The primary sources. If it isn't on one of these, it isn't official.
- Official
Medicare.gov
Beneficiary-facing portal. Plan Finder, coverage, and enrollment lives here.
- Official
CMS.gov
Centers for Medicare & Medicaid Services — the regulator. Rules, manuals, and guidance.
- Official
Medicare Plan Finder
Official tool for comparing MA, PDP, and Medigap plans by ZIP code.
- Official
MA / PDP Landscape Files
Annual plan, premium, and benefit data files released ahead of AEP each year.
- Official
CMS Star Ratings
Current and historical Part C & D Star Ratings for every contract.
- Official
Social Security Administration
Part A/B enrollment, IRMAA, and Extra Help (LIS) applications.
- Official
Special Enrollment Periods (SEP) Chart
The CMS reference for every Medicare Advantage and Part D SEP — keep open during enrollment season.
- Official
Inflation Reduction Act — Part D Changes
The official CMS hub for the $2,000 OOP cap, Medicare Prescription Payment Plan (M3P), and insulin caps.
- Official
CMS Newsroom & Fact Sheets
Press releases, fact sheets, and Final Rule announcements — the earliest official word on policy changes.
Licensing & Compliance
Keep licenses, appointments, and state filings current.
- Official
NIPR — National Insurance Producer Registry
License lookup, renewals, address changes, and appointment filings across all states.
- Official
NAIC — State Insurance Regulators
Directory of every state Department of Insurance plus model regulations and bulletins.
- Education
AHIP Medicare Certification
Annual carrier-required certification for selling Medicare Advantage and Part D.
- Official
FCC TCPA Resource Center
The federal source on calling, texting, and consent — pair this with carrier 10DLC rules.
- Official
The Campaign Registry (10DLC)
Register your brand and SMS campaigns for A2P 10DLC — required to text Medicare prospects from a business number.
- Official
Sircon by Vertafore
Alternative producer licensing portal — many carriers and states route appointments and renewals through Sircon.
Education & Industry Research
Trade associations and research institutes that move the industry forward.
- Education
Insurance Information Institute (III)
Plain-English industry stats, white papers, and consumer-ready explainers.
- Education
NABIP (formerly NAHU)
The National Association of Benefits and Insurance Professionals — advocacy, CE, and Medicare community.
- Education
KFF — Medicare Research
Non-partisan research on Medicare enrollment trends, MA vs. Original Medicare, and Part D.
- Education
Medicare Interactive (MRC)
Searchable reference library from the Medicare Rights Center — great for edge-case client questions.
- Education
Medicare Learning Network (MLN)
Free CMS training, web-based courses, and MLN Matters articles — the gold standard for ongoing Medicare CE-equivalent learning.
- Education
Better Medicare Alliance
Research and policy analysis focused on Medicare Advantage — useful for talking points and industry trends.
Share With Clients
Trusted, non-commercial resources you can hand to beneficiaries and their families.
- Consumer
SHIP — State Health Insurance Assistance Program
Free, unbiased one-on-one Medicare counseling in every state. Federally funded, not carrier-affiliated.
- Consumer
Medicare Rights Center
National non-profit helpline and education resource for people with Medicare.
- Consumer
Eldercare Locator
Connects older adults and caregivers with local services — meals, transportation, in-home care.
- Consumer
BenefitsCheckUp
National Council on Aging tool that screens seniors for 2,000+ benefit programs in minutes.
- Consumer
Extra Help (LIS) Application
Social Security's online application for the Low-Income Subsidy — walk clients through it in minutes.
- Consumer
State Pharmaceutical Assistance Programs
Medicare.gov directory of SPAPs and other programs that help cover Part D premiums and copays by state.
Presented by Lync
The Lync platform suite
Built by Medicare agents, for Medicare agents. Jump straight into the platform you use — or explore what your stack is missing.
Lync CRM
The agent-first CRM built for Medicare
Pipeline, SOA capture, AEP workflows, and compliance-aware automations designed around how Medicare agents actually sell.
lynccrm.com
Lync CIS
Carrier Intelligence System
Plan, formulary, and carrier data in one searchable layer — so quoting, comparisons, and renewals run on real data, not screenshots.
lynccis.com
Lync Greetings
Touchpoints that feel personal at scale
Birthday, anniversary, and AEP greetings automated end-to-end — the retention layer top agencies bolt onto their book.
lyncgreetings.com
Missing a tool you use every day?
Email support@notice.goaep.com and we'll add it to the index. Or get a custom playbook built around the tools and gaps in your agency.
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