Frequently Asked Questions

Questions about Marketing

How do I order Marketing materials?

Questions about Contracting/Certification

I’m contracted with AGA, what’s next?

How do I get certified for ____?

What carriers am I contracted/certified with?

What is my ID#?

Questions about My Members

How can I export my book of business?

How do I access my commission reports?

Are my members still active on their plan?

General Questions

How do I gain access to the iES (intuitive Enrollment System)?

You must first complete the training video. Once completed you’ll need to fill out the acknowledgment form and return to our sales support department. To acess the training video and form, logon to your agent portal and navigate to Sales Tools > My Sales Tools > Training > Senior Products > iES Training.

To find the form, please logon to your agent portal and navigate to Sales Tools > My Sales Tools > Forms Library > AGA Forms

Why does the portal log me out?

Event Questions

How do I qualify for events?

How do I get plugged into events?

How do I get 100% reimbursement for events?

Is there a lead charge for the leads I collect at my event?

How do I get AGA Medicare Options promotional giveaways?

How do I submit an event?

Is there anything I need to report back after my event?

Who do I contact in case of an emergency during an event?

How far in advance do I need to report my event?

Even though CMS guidelines say that the event must reported 7 days prior, each carrier partner has their own internal policies and procedures for filing events. In order to guarantee acceptance of events (if you are in “good standing” with the carrier you choose to report to) we ask that you submit it by the 15th of the month prior. So if you have an April event, the events team needs that information by March 15^th.

Does my event need to be reported?

Any event which sales activity is intended needs to be reported. Sales activity is any activity that can result in a sale. This includes but is not limited to collecting lead cards, having marketing material out such as tri-folds or service flyers, scheduling appointments, passing out your business card, etc. If you need more information or are unsure if your event needs to be reported please contact events@appliedga.com.