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Free course template · US federal

Medicare Advantage and Part D sales: Marketing rules and agent conduct

A ready-made course, live deck and two surveys for licensed agents. AhaSlides tracks progress, completion and scores for you. 40 minutes, 6 lessons. Last reviewed 28 October 2026; not legal advice.

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Course outline at a glance

  • A morning at the agency
  • What would you do first?
  • Timeline
  • Quiz

  • Who writes the rules
  • Key terms
  • Tabs
  • Flashcards
  • Matching quiz

  • Six steps
  • Before you leave the meeting
  • Process
  • Checklist
  • Quiz
  • Multi-select quiz

  • The community lunch
  • The doctor question
  • Allowed or not
  • Scenario
  • Sorting activity
  • Matching quiz

  • When something is wrong
  • Raising it with a colleague
  • Process
  • Scenario
  • Quiz

  • Your next steps
  • Process
  • Quiz

Try some questions from the course

Question 1 of 3

Ray is not sure the community centre lunch is allowed. What should he do first?

 

Asking before you act protects the beneficiary and you. A busy season is when mistakes happen, so check first. Asking early is better than finding out too late.

Lesson 1, A busy enrolment week, teaches this. See the outline

Question 2 of 3

The beneficiary seems unsure whether her pharmacy is in the plan's network. What do you do before she leaves?

 

You cannot guess a network. Checking together, and showing how to confirm it, lets her decide with the facts.

Lesson 3, Running a compliant sales appointment, teaches this. See the outline

Question 3 of 3

What is the best reason to report a concern early?

 

Early reports let the organisation protect beneficiaries. You do not need to be certain, only honest about what you saw.

Lesson 5, Speak up and apply, teaches this. See the outline

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Learners earn a certificate

Your organisation

Certificate of completion

This certifies that

Alex Morgan

has completed

Medicare Advantage and Part D sales: Marketing rules and agent conduct

Completed on12 October 2026
Sample certificate with a placeholder learner name.

Style 1 of 6: Indigo serif

Everyone who finishes gets a certificate with their name, the course title and the completion date. Add your own logo, colours and signer.

Three pieces that work together

Learners prepare on their own, you answer questions live, and the surveys tell you what stuck. 10 fields to fill in with your own policy, contacts and locations; each one is highlighted inside the course.

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Completion is tracked for you

Learners sign in to take the course, so every start, finish and score is recorded in AhaSlides. No spreadsheet to keep.

  • Who has finished

    See who has not started, who is in progress and who has completed the course.

  • Every score

    Each learner's answers to the quizzes and activities in the course.

  • What landed

    Survey results show what people took away, and the 30-day check-in shows whether they use it.

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6 lessons, about 40 minutes

What learners can do at the end of each lesson. Minutes are an estimate.

  • Lesson 1: A busy enrolment week · 7 min

    Before you begin · A morning at the agency · What would you do first?

  • Lesson 2: The rules in brief · 7 min

    Who writes the rules · Key terms · Check

  • Lesson 3: Running a compliant sales appointment · 7 min

    Six steps · Before you leave the meeting · Check

  • Lesson 4: Grey areas · 7 min

    The community lunch · The doctor question · Allowed or not

  • Lesson 5: Speak up and apply · 7 min

    When something is wrong · Raising it with a colleague · Check

  • Lesson 6: Final assessment and completion · 5 min

    Your next steps · Practice

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Often taught together

Courses teams often run alongside this one.

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Common questions

Yes. The course, the live deck and both surveys are free. Claiming the template into your AhaSlides account is free too.

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

Every year before the plan sponsor's certification deadline and the annual enrolment period , and at onboarding for any new agent.

Licensed agents, brokers and call-centre sales staff who sell Medicare Advantage (MA) and Part D plans, and the field marketing or sales managers who supervise them; run by the compliance or sales training lead.

Record completion in your own LMS or record system, so you can show who finished the course and when.

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

Your own details, each highlighted inside the course:
  • Compliance contact
  • Reporting route
  • Approved materials link
  • Jurisdiction rules link
  • Licensing or ce contact
  • LMS or record system
  • Scope of appointment process
  • Course URL
Then edit anything else you like: wording, scenarios, your logo.
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Free. Copy the course, live deck and both surveys into your AhaSlides account in one click.

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