Medicare Agent Resources
Beneficiary Community Resources
Directory of State Aging Related Services, Divisions & Departments
A directory containing direct links to each state’s Department of Senior Services, Seniors & Disabilities, Departments of Aging, and Elder Affairs.
Caregiver Related Resources
A list of non-profit organizations, support programs, and private programs and services to help with additional resources your clients may need as caregivers.
End-of-Life Resources
Regardless of where you live, your state has several recognized legal documents your clients need to complete to plan their end-of-life care.
Food & Shelter Resources
A list of programs supporting food security, utility assistance programs, and shelter resources. Directories are available with zip code lookup.
Compliance Resources
- Department of Health & Human Services (DHHS), Office of the Inspector General
- Centers for Medicare & Medicaid (CMS): Fraud & Abuse for Professionals
- Centers for Medicare & Medicaid (CMS): How to Report Suspected Fraud
- Centers for Medicare & Medicaid (CMS): Medicare Part D Prescription Drug Benefit Manual
- Medicare Learning Network (MLN)’s Fraud, Waste, and Abuse Job Aid
- Medicare Learning Network Web-Based Training
- 2023 AHIP Online Training Course User Guide
- Medicare Communication and Marketing Guidelines
- 2022 Medicare Agent Compliance Guide
- 2022 Life & Health Agent Marketing Guide
- 2022 TCPA Compliance Guide for Agents
- 2022 HPMS Memo Update & FAQs
- CMS Call Recording Agent FAQs
Data Research Tools
Medicare Plan Finder Datasets
This data includes Contract Year 2023 Plan, regions, service areas, benefit summaries, and more.
Value-Based Program
Learn more about the programs rewarding healthcare providers for the quality of care they give to people with Medicare.
Program of All-Inclusive Care for the Elderly (PACE)
Resources for important information about PACE, application details, PACE marketing guidelines, and more.
MAPD Help Desk
Medicare Advantage Prescription Drug (MAPD) Help Desk offers technical and functional support for MAPD programs. Including but not limited to: MARx UI, eRPT, ELMO, COB, and PRIS Plan Portal.
LIS Contract Enrollment Data
Provides an annual data set of low-income subsidy enrollment at the contract/county level for all organizations offering Part D.
Plan Crosswalks
Provides a list of annual plan crosswalks for all organization types.
Monthly Contract & Enrollment Summary Report
Updated by the 15th of each month, a data set with contract summary updates for all organization types.
Monthly Medicare Advantage State/County Penetration
Updated by the 15th of each month, a data set with MA State/County Penetration details.
Monthly MA Enrollment by State/County/Contract
Updated by the 15th of each month, a data set with monthly Medicare Advantage enrollment details by State, County, and Contract.
Prescription Drug Plan Formulary, Pharmacy Network, and Pricing Information
Contains formulary, pharmacy network, and pricing data for Part D and MAPDs. These non-identifiable files are available on a monthly and quarterly basis and include: plan information, geographic locator, beneficiary cost, and drug pricing.
State/County Datasets
This dataset contains number of eligibles, enrollees, and penetration by State and County.
Medicare Beneficiaries At a Glance
An infographic providing a summary on beneficiaries including types of coverage, utilization, average cost for specific services, chronic conditions, access to care and more.
Chronic Conditions
Multiple resources regarding chronic conditions, an interactive atlas of chronic conditions, and details regarding characteristics of Medicare Beneficiary characteristics.
2023 Poverty Guidelines Computations
Computations for the 2023 Annual Update of the HHS Poverty Guidelines for the 48 Contiguous States and the District of Columbia
Consumer-Facing Videos
Even More Medicare Agent Resources
