Agent operations • 2026 compliance resource

Medicare agent resource center

Use this staging center as a map of the work required before and during a Medicare selling season. Completion of one training course does not by itself establish state authority, carrier appointment, product certification, ready-to-sell status, or approval of a marketing workflow.

Readiness sequence

1. Confirm resident and nonresident licenses, lines of authority, continuing education, and state-specific requirements.
2. Complete the current annual Medicare and fraud, waste, and abuse training accepted by the relevant carriers.
3. Complete every carrier and product certification independently and retain evidence.
4. Confirm appointment, hierarchy, writing number, service area, and ready-to-sell status.
5. Use approved lead, permission-to-contact, Scope of Appointment, call, event, and enrollment workflows.
6. Monitor renewals, carrier bulletins, CMS updates, complaints, corrective actions, and data-retention obligations.

Wise Owl resource pathways

• Medicare marketing-rules guide
• Educational versus marketing events
• AHIP preparation guide
• Carrier-certification checklist

Primary official resources

• CMS model materials and training guidelines
• CMS regulatory resources
• CMS enrollment and disenrollment guidance