AEP Resources - Applied General Agency, LLC

AEP Resources

When you’re running your own business, time is precious. We’ve done the AEP prep for you by carefully curating helpful independent agent resources to address your pain points and help you excel during AEP for the 2024 contract year. Browse the tools below for what you need, and don’t forget to check back as new resources are added!

Prep for AEP

Access expert tips and time-saving planning tools to maximize your revenue potential and make 2024 AEP your best year yet.

AEP Gameplan

AEP Gameplan

We’ve compiled a checklist of the top 5 things you should focus on now to ensure you make the most of Medicare AEP.

AEP Checklist

AEP Checklist

Get proven tactics for lead generation, effective messaging, leveraging digital marketing channels, and building lasting relationships with clients.

AEP Mistakes to Avoid

AEP Mistakes To Avoid

Learn from common pitfalls to steer clear of, and how to optimize your sales strategies, plus  effectively communicate with clients to maximize your success.

AEP Pre-Warming Activities

AEP Prewarming Activities

Discover invaluable knowledge, expert strategies, and guidance to effectively engage your audience and successfully stay ahead of the competition during AEP.

Prep for AEP Quickly

Prep for AEP Quickly

Discover practical strategies for Medicare Annual Enrollment Period (AEP) preparation that save time, money, and reduce stress.

3 Steps to Improve AEP Event Turnout

3 Steps to Improve AEP Event Turnout

Discover 3 game-changing steps you can take to boost AEP event RSVPs and secure the success of your event.

How to Get Medicare Leads

How to Get Medicare Leads

Struggling to find exclusive Medicare leads that convert into clients? Discover 6 powerful strategies in our free infographic.

Join An Independent Agent Event Near You

Free Tools

Streamline your preparations for the busy Medicare sales season with our library of free sales and marketing tools made specifically for independent agents. From lead generation to content creation, these tools will save you time, increase efficiency, and help you stay ahead of the game.

AI Headshot Tool

AI Headshot Tool

Need headshots in a hurry? Check out this AI tool that will transform your selfie into a professional headshot that can be used on your website, social media pages and more.

Stock Photo Bundle

Stock Photo Bundle (Download)

Download this bundle of free stock photos to use in your marketing. Photos have been carefully selected to cater to your target market.

AEP Budget Template

Budget Template (Download)

Plan your marketing expenditures, align strategic goals with activities, track expenses, manage cash flow, and analyze your return on investment effortlessly.

Social Media Editorial Calendar Template

Social Media Toolkit (Download)

Leverage these free posts for your social media pages! Get a starting point of how to draft your posts so they speak directly to your target audience.

Supercharge Your AEP Sales with Expert Support

Marketing Tips

Get actionable insights to help you reach new prospects, minimize marketing spend and win more business.

Social Media Marketing Tips

Social Media Marketing Tips

Discover proven strategies for targeting the right platforms for your ideal prospect, creating compelling content, leveraging social media advertising, and building trust with baby boomers.

Digital Advertising Tips

Digital Advertising Tips

Uncover the secrets of targeting the right audience, creating impactful ad campaigns, optimizing for conversions, and maximizing your ROI.

Google My Business

Discover the Power of Google Business Profiles

Learn how to enhance your online presence and generate valuable leads while boosting your organic search rankings on Google.

Get 50% of Your Marketing Budget Paid For

Compliance FAQs

The Medicare Marketing Rules are updated each year. Review the most important changes we know about so far below, and check back for new updates as they continue to be released.

Get access to our certified compliance department for sales and marketing support

Elevate Your Career to New Heights

Choose your path, and we’ll guide you every step of the way.

New Agents

Build a career and have a firm foundation to grow. Set your own schedule, get unlimited training and support, and utilize co-op dollars to get your business off the ground.

Seasoned Agents

Increase efficiency, drive growth, and maximize your success by eliminating tedious admin tasks.


Eliminate overhead on administrative work when you partner with AGA. Focus on growth and training and we’ll do the rest.
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