Technology Tools

VUE / MyBusiness

MyBusiness Process Guide

MyBusiness: How to Upload Documents/Apps (PDF)

Accessing your Book of Business

Download Commission Details into Excel

Accessing your Commission Info

Upload Proof of Carrier Certification

 

Medicare Online Shop, Compare, Enroll

Link to Maximize your AEP (Video)

FAQ – Connecture Plan Compare ONE

Call Recording 

Multi-Year Plan Review

Scope of Appt

Electronic Scope of Appointments (Video)

Medicare and Medicaid Eligibility Checks

Increase Enrollments with your Shopping Link (PURL)

Medicare Online Shop, Compare, Enroll User Guide

How to Access Your Connecture PlanCompareONE Medicare Personal Selling Link (PURL)

Shop, Quote, Enroll Full Training (Video)

Text and Email to Enroll (Video)

 

 

Additional Medicare Producer Empowerment Resources

Sample Medicare Client Appointment eLetter (Word)

Sample Age-In from Individual or Group Client Appointment eLetter (Word)

Sample Producer AEP Facebook Post (mp4)

 

Fillable Template How-To Guide

Medicare Workshop FLyer Fillable Template (Adobe)

Medicare Education Fillable Template (Adobe)

Fillable Contact Card Template (Adobe)

Business Card Template 

 

Note: While producers are free to choose whatever company they prefer for their own banner design and print needs, if some ideas are needed, here are a few online companies with quick turnaround times and competitive prices:

 

While producers are free to choose whatever company they prefer for their own lists and lead mailers, if some ideas are needed, here are a few online companies with quick turnaround times and competitive prices for Targeted Mailing and Lead Program Options:

 

ASR Agent Force Resources:

Agent Force Personal Selling Pages for Producers, visit: https://agentforceusa.com/

Schedule an Agent Force Set-up Appointment

Sample Producer Personal Selling Site Facebook Post 1

Sample Producer Personal Selling Site Facebook Post 2

Sample Producer Personal Selling Site Facebook Post 3

Sample Producer Personal Selling Site Facebook Post 4