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Medicare Training for Agents
Get Certified to Sell Advantage

Before You Get Started…

Make Sure To Complete Your AHIP Training

What Is The Sales Process Flow?

Below is a summary of the Sales Process Flow. medicare training for agents, sell medicare plans, medicare advantage certification, medicare supplement certification, enrollment strategies for medicare agents, senior market insurance training, insurance agent medicare certification course, medicare agent onboarding, grow your medicare book of business, medicare sales training for brokers. This process will help new agents become fully trained Medicare Advantage Sales Agents.

Medicare 101 Training

✓ Click Start Now to begin the screening process and review the benefits eligibility.
✓ Help the client navigate the benefits app for all eligible Medicare Benefits or LIS.

 

Medicare 101 Training

✓ Start the screening process and go over benefits they may apply for by clicking Start Now!
✓ Help the client navigate the benefits app for all eligible Medicare Benefits or for LIS

Filling Out The SCOPE

✓ Help your clients fill out the SOA and start the process immediately with our free downloadable forms. The SCOPE of the appointment form is mandatory for any client. Without submission, they cannot talk to an agent.

Filling Out The SCOPE

With the free downloadable forms we provide to any agent, help your clients fill out the SOA to start the process off right. The SCOPE of appointment form is mandatory for any client, without submission they cannot talk to an agent.

Face To Face

✓ Set an appointment to review your client’s summary of benefits and the prescription drug formulary.

✓ Advise your client where and how they can find information regarding provider networks.

Face To Face

✓ Set an appointment to review your client’s summary of benefits and the prescription drug formulary.

✓ Advise your client where and how they can find information regarding provider networks.

New To MA Sales?

Start your training today! Get the full explanation of the Medicare Advantage sales guide. It provides all the steps needed to get your MA sales knowledge on the right track.

New To MA Sales?

For the full explanation of the Medicare Advantage sales guide, start your training today! It provides all the steps needed to get your MA sales knowledge on the right track.

Specific Carrier Training Information

Click on a carrier below to get access to their specific training information!

Aetna Contracting
Aetna Contracting
CareSource contracting
CareSource contracting
Health Sun contracting
Clear Spring Logo
Molina contracting
Simply contracting
Humana Contracting
United Healthcare contracting
cigna healthcare logo
Cigna Contracting
Freedom Contracting
Freedom Contracting
Freedom Contracting
Humana Contracting
Simply contracting
Simply contracting
Humana Contracting
Wellcare contracting
Aetna Contracting
Anthem Contracting
Cigna Contracting
Devoted Health contracting
Humana Contracting
Humana Contracting
Health Sun contracting
Quartz Logo
Zing Health Logo

Medicare Compliance Training

Medicare compliance training prepares insurance agents and agency staff to follow federal Medicare rules while protecting beneficiaries, licenses, and agency reputations. Training focuses on required sales and marketing standards, documentation and record-keeping, scope of appointment requirements, communication rules, and ethical conduct when working with Medicare-eligible consumers.

 

Through structured education—including short videos, written guidance, and live or recorded sessions—agents learn how to avoid common Medicare compliance violations, reduce audit and enforcement risk, and confidently navigate beneficiary interactions. Ongoing training helps agents stay aligned with annual regulatory updates issued by Centers for Medicare & Medicaid Services and reinforces best practices that support compliant growth and long-term success in the Medicare market.

The Do’s And Dont’s Of Medicare Advantage

(For A Full List Of The Medicare Advantage Do’s and Dont’s, View The Infographic or Download The PDF Below)

Valuable Medicare Advantage Insurance Tools

Valuable tools discussed throughout the Sales Process Flow below including our free medicare quoting tool for agents.

Enrollment Options

Use the PDF linked below to look over the enrollment options and election periods for all different kinds of clients. This information will help you and your clients decide what options they’re eligible for and when they should sign up.

Training Guide

BenaVest created a training guide below to learn more about CMS, client eligibility, different coverage options, our sales cycle, and all the other components that go into selling Medicare Advantage.

Q1: What is AHIP Medicare Training?

AHIP Medicare Training is a foundational course designed to educate insurance agents and brokers on the essentials of Medicare, including Medicare Advantage Plans and Part D prescription drug plans. The training covers eligibility criteria, benefit structures, and compliance guidelines, equipping agents with the knowledge needed to excel in the Medicare marketplace.

Q2: Is AHIP Medicare Training mandatory for selling Medicare plans?

While not universally mandatory, many insurance carriers require agents and brokers to complete AHIP Medicare Training before selling their Medicare Advantage and Part D plans. It’s advisable to check with the specific carrier for their requirements.  AHIP Medicare Training typically requires annual renewal. This ensures that agents and brokers are up-to-date with the latest changes in Medicare policies and guidelines.  AHIP Medicare Training covers a comprehensive range of topics, including eligibility criteria, benefit structures, compliance guidelines, and an overview of Medicare Advantage and Part D prescription drug plans.

Q5: Can I sell Medicare Supplement plans without AHIP certification?

While AHIP certification is generally required for Medicare Advantage and Part D plans, it may not be necessary for selling Medicare Supplement plans. However, some carriers may have their own training requirements for these plans.

Q6: How long does it take to complete AHIP Medicare Training?

The duration can vary, but most agents and brokers can expect to spend approximately 4-6 hours to complete the AHIP Medicare Training, including the final exam.

Q7: How do I get appointed to sell Medicare plans?

The appointment process usually involves completing the required training, submitting an application along with necessary documentation, and receiving official authorization from the insurance carrier or agency you wish to represent.

Q8: What resources does Benavest offer for Medicare training?

Benavest offers a robust suite of resources, including comprehensive training modules, marketing support, and a dedicated team to assist agents and brokers throughout their Medicare sales journey.

Are You Ready To Get Started Today And Get Your Medicare Training?

Get your training today and start your new journey into the medicare insurance market