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?

Does Partnering with an FMO reduce my Commissions?

What does “Ready to Sell” mean?

What is the difference between an Independent Agent Vs. a Captive Agent?

Event Questions

How do I get plugged into 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?

To submit an event, please follow these steps:

Log onto your AGA agent portal.
Navigate to the “Events & Reporting” tab.
Click the second option under “My Events” titled “Events & Reporting.”
In the top right-hand section, click the blue button labeled “Add New.”
A dialogue box titled “Create an Event” will appear.
Enter all event details accurately to ensure your event is accepted. Any confusing, conflicting, or incorrect data entry will impede our ability to accurately report your upcoming event.
Click “Submit.”

The process is completed entirely electronically.

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

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

Each carrier partner has their own internal policies and procedures for filing events. To ensure your event is successfully reported and accepted, please submit all informal and formal sales events via the AGA agent portal by the 14th of the month preceding your scheduled event. For example, if you have an April event, the events team needs that information by March 14th.

Educational events should be submitted at least 7 days prior to the event date.

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.