Build your Medicare foundation with practical training on HMO, PPO, Special Needs Plans, Part D, compliant sales, and sales events. Learn the nuts and bolts, work through real-world examples, and use checklists to prepare for client conversations.

Stay current with Medicare changes that affect how you serve clients. This classroom provides timely CMS guidance, enrollment and marketing updates, compliance clarifications, carrier notices, and Gateway workflow changes. Each update explains what changed, when it takes effect, how it affects agents, and what action is required. For licensed-agent education and internal professional development only. For licensed-agent education and internal professional development - DISTRIBUTION RESTRICTED.

Help Them Navigate Change! Each year, Medicare Advantage and Part D plans update their provider networks, drug formularies, and benefits. These updates are required by CMS and take effect January 1 of the following year.

Master the ACORD forms every independent insurance agent needs. Learn what each form is used for, when to use it, and how to avoid costly mistakes. While ACORD offers over 800 forms, most agencies rely on just 15–20 for daily operations. This guide explains the essential forms used for certificates of insurance, commercial applications, policy changes, cancellations, and more—making them easy to understand and use confidently.