What is Permission to Contact (PTC)?

PTC lets a licensed agent contact you about Medicare options. We store a timestamped consent.

What is a Scope of Appointment (SOA)?

SOA confirms the topics you want to discuss before reviewing plan details. You can e-sign it.

Yes—calls may be recorded for quality and compliance.

Am I obligated to enroll?

No—there's no obligation to enroll.

Is there a cost to host a Medicare Help Desk?

No. We provide the staff and materials at no cost to your organization.

Host a Medicare AEP Help Desk—We Do All the Work

Fully staffed by licensed agents
CMS-compliant workflow
2–4 hour event fits your schedule

Download AEP Pop-Up Kit

Book a 15-min Partner Intake

Organization Name *

Contact Name *

Organization Type *

Title

Email *

Phone *

City

State

Member Count 65+

Event Type *

Preferred Event Date *

Events require 48 hours advance notice. Select from the next 3 available weekdays.

Preferred Time Slot *

Additional Date/Time Preferences (Optional)

Support Contact (Licensed Company)

Support Email

Support Phone

Event Scheduling Link

A personalized Calendly link will be created for your event and sent to you after your request is reviewed. This link will allow attendees to schedule appointments.

Additional Notes

* I agree to receive emails/phone calls regarding hosting a Medicare Help Desk for our organization.

What You Get

Co-branded flyers & email copy
QR check-in with PTC capture
Post-event attendee list (with consent) and all follow-up handled by us

What We Need From You

A table and power outlet
A room/area for private calls (or virtual booths)
One email to your member list (we supply the copy)

Frequently Asked Questions

Is there a cost?

No. We provide staff and materials at no cost to your organization.

Is this CMS compliant?

Yes. We collect Permission to Contact (PTC), complete a Scope of Appointment (SOA), and conduct recorded calls per CMS rules. We do not advertise plan-specific benefits.

Do you offer every plan?

We do not offer every plan available in your area. Any information we provide is limited to the plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.