Agent Tools

My Credentials

Everything you need on file to sell Medicare and Marketplace plans each year, in one place, with an email before each one is due. Free for licensed agents with an NPN.

What it tracks

AHIP and carrier certifications — Each plan year's, with the date next year's is needed: October 1, when Medicare marketing opens for the coming year.
FFM registration and state Marketplace certifications — The annual CMS registration for HealthCare.gov states, and the certification each state-run exchange asks for. Next year's is needed by November 1, when open enrollment starts.
Errors & Omissions insurance — The policy dates, with reminders from 60 days before it lapses.

Free tools for licensed insurance agents. Reminders come from AgencyView; renewals are filed with AHIP, CMS, the state or the carrier, not here.

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