Medicare Resources for Insurance Agents & Brokers | Wise Partners

Agent Resources · 2027 AEP

Medicare Resources for Insurance Agents & Brokers

Explore Medicare training, certification, carrier contracting, compliance tools, and marketing resources — all in one place. Powered by Wise Partners, your dedicated FMO for independent Medicare professionals.

2027 Medicare Commissions

Medicare Quick Links

Save $50: AHIP MFWA Course Book a call with Director Of Agency Growth

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AEP begins October 15, 2026 — effective January 1, 2027.

Wise Partners Medicare Resources

Medicare Resources

Agent Training, Tools & Certification: Get ready for Medicare AEP! Stay compliant, and stay ahead.

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Medicare Carrier Contracting

Contracting with carriers, all in one place.

Contracting with Carriers

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Medicare Commissions

2027 commission schedule, splits, and bonuses.

View commissions

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Medicare Certifications

AHIP, carrier, and compliance certifications.

Get certified

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NABIP Training Resources

Member training and continuing education.

Open NABIP

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AHIP Medicare Training Portal

Complete your annual AHIP certification.

Open AHIP portal

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Medicare Carrier Providers

Search any carrier's provider directory.

Search providers

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2027 Medicare & You Handbook

The official CMS beneficiary handbook.

Download PDF

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HealthSherpa Medicare

Streamlined ACA & Medicare enrollment platform.

Open HealthSherpa

💡 Agents contracted through Wise Partners receive access to our training portal, MyAdmin book of business, compliance support, and fast-track commissions and carrier approvals.

Medicare Carrier Contracting

Access top-tier national and regional carriers all in one place. Submit contracting requests, check appointment status, or get guided help through our FMO support team.

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Medicare Supp (Medigap)

Medigap contracting with competitive commissions.

Contracting with Carriers

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Prescription Drug Plans (PDP)

Add standalone PDP options to your portfolio.

Wellcare & PDP contracting

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Medicare Advantage (MA)

Contract with leading MA carriers nationwide.

Contracting with Carriers

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Medicare Carrier Bonuses

Track current carrier production bonuses.

View bonuses

Compliance & Marketing

Navigate the ever-changing Medicare marketing landscape with confidence. We provide CMS-approved templates, disclaimer guidance, and digital assets that help you market compliantly.

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CMS Agent Resources

General CMS resources for agents and brokers.

Open CMS

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CMS Marketing Guidelines

The official CMS managed-care marketing guidelines.

Read guidelines

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Compliance Training 2027

Required general compliance training for PY2027.

Complete training

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Fraud, Waste and Abuse 2027

Required FWA training module for PY2027.

Complete training

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Nondiscrimination Training 2027

Section 1557 nondiscrimination training for PY2027.

Complete training

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AHIP Training Guide 2027

Step-by-step guide to completing AHIP.

Open guide

Why Wise Partners for Medicare?

An FMO dedicated to independent Medicare agents — aligned with agents, not investors.

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White-Glove Contracting

Fast, streamlined contracting with personalized guidance every step of the way.

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Unmatched Support

Real people, real solutions — agent support at every stage of AEP.

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Transparent Earnings

Commission clarity and confidence in every paycheck.

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Marketing & Lead Support

Expand your reach with tailored campaigns and lead-generation programs.

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Independent & Aligned

Not backed by private equity — our loyalty is to agents.

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Full-Spectrum Portfolio

Both ACA and Medicare to keep your pipeline active year-round.

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Average support hold time

90%

First-call resolution

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Contracted Medicare carriers

Medicare Frequently Asked Questions

Quick answers to the questions agents ask most heading into AEP.

When does Medicare AEP start and end?

October 15 – December 7 each year, with an effective start date of January 1 of the new year.

Can I market before I'm contracted?

No — marketing prior to full appointment may violate CMS guidelines.

Do I need to record all calls?

Yes. All sales and marketing calls must be recorded and stored for 10 years.

How do I submit SOAs?

Through your carrier portal or approved digital tools such as ConnectureDRX.

How do I get contracted with Wise Partners?

Reach out to our team at Partners@wiseupfinancial.com or call 346-888-1190, and we'll fast-track your carrier approvals.

Join Our Medicare Agent Network

Partner with Wise Partners and gain access to exclusive carrier contracts, bonuses, co-op marketing, compliance support, events, and training designed to grow your agency.

Become a Wise Partners Agent