Master AEP: Prepare Like a Seasoned Pro

As the 2025 Annual Enrollment Period approaches, ensure that you're fully equipped and prepared to seize this great opportunity. 

Follow these steps to maximize your potential during one of the most promising years for Medicare sales. If you haven't already, partner with Warner Pacific and receive 100% commission — all at no cost. 

Access everything you need, including our checklist, for the most robust AEP yet.

Contract with Preferred Carriers:
Review your portfolio and the carriers/products you offer to ensure you can meet your clients' needs. 

Consult with a Warner Pacific Sales Consultant, or request a free portfolio review to explore the strongest options in your area. We have a support team that can help with contracting. Remember: contracting with carriers can take time, so start early. 

Pro Tip: Warner Pacific simplifies the process with our easy online contracting and recruiting options. Once you’ve contracted with top carriers, use PRO Quote and Lead Advantage PRO to find the most competitive plans and save time.

Complete AHIP and Medicare Certifications:
Before selling for any carriers, complete annual CMS compliance training, including AHIP, NABIP, PinPoint and Gorman certifications. At Warner Pacific we keep carrier pages updated with certification instructions and discounts. 

Pro Tip: After compliance training, complete 2024 product (re)certifications for each appointed carrier (MA, MAPD and PDP), including any required face-to-face training.

Gather Much Needed Carrier Information:
Familiarize yourself with each appointed carrier’s tools, support contacts and submission processes to save time during AEP. Also, keep an eye out for opportunities to join helpful webinars.

Pro Tip: Access all necessary carrier information, and stay updated with carrier First Looks conveniently on Carrier 411, Lead Advantage PRO, and Sunfire, or spreadsheet the information so it’s all-in-one and easily accessible.

Manage Your Business Effectively:
Stay organized with our free online tools, Lead Advantage PRO and Sunfire. Contact your Warner Pacific Sales Consultant about current lead programs that are available to you.

Pro Tip: Utilize personalized links to connect with consumers via CMS-accepted request-to-contact forms.

Order Insurance Supplies:
After completing certifications, verify your readiness-to-sell status with carriers. Most carriers allow pre-ordering of enrollment kits for the upcoming year. 

Pro Tip: Access pre-order information through Carrier 411, Lead Advantage PRO, and Sunfire. 

At Warner Pacific, we're committed to propelling your success forward. Consider us your trusted advisers, providing strategic guidance and unparalleled support. 

Whether you have questions or require assistance, don't hesitate to reach out. We're here to empower you to thrive and excel in every endeavor. It’s called The Warner Way.
  • Your Dedicated Team

    Our team members have years of experience in the insurance industry specializing in Medicare. You can rely on them to help with everything from certification and carrier appointment requests to product training and compliance. We’ll also support you in recommending the appropriate personalized Medicare solutions for your clients and capitalizing on your Medicare selling opportunities throughout the year.

  • Automated Licensing & Contracting

    Warner Pacific makes offering Medicare easier with SuranceBay. Rather than manually filling out each insurance company’s contracting paperwork, you’ll enjoy a quicker, automated process through this online platform. Simply set up your profile in SuranceBay one time, and the information carries over to each requested carrier contract.

  • Tools & Steps for Success

    We have all the resources you need to market, sell and submit Medicare — and keep 100% of your commissions. 
    •    Become appointed: The entire appointment is done online for quick and easy access.
    •    Free quoting tool and CRM: We offer a free Medicare Supplement quoting tool and a free CRM that includes a provider finder and Rx search tool.
    •    Market and sell: Our Medicare sales partners have access to customizable, compliant marketing materials.
    •    Easy submission process: Spend less time on paperwork and more time selling.
    •    Get full commissions: Keep what you earn — for every sale made through Warner Pacific, you’ll receive 100% of your commission.

Medicare Carriers

Not only do we offer the industry’s largest carrier portfolio, but we also identify opportunities to cross-sell ancillary and specialty coverage.

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Our Products

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    Large Group Medical

    Let us shoulder your most time-consuming tasks.

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    Group Ancillary & Worksite

    Offer the products your clients are looking for.

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    Medicare

    Warner Pacific is the expert in Medicare.

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    HR & Compliance

    Resources to help lighten the load.

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    Travel

    Peace of mind for globetrotting clients.

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