AgentRecon OS
demo — synthetic data, fictional agency. Built by a Medicare agency owner who runs this daily.
Book 15 min
Document library
Carrier guides, compliance, onboarding, and client-facing templates
Updated Jul 19, 8:00 AM CT
2026 Carrier Comp Grid (all lines)
Carrier guide
· updated Jun 24, 2026
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Medicare AEP / OEP / SEP Calendar
Reference
· updated Jun 10, 2026
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Scope of Appointment (SOA) — fillable
Compliance
· updated May 30, 2026
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CMS Marketing Do / Don't Cheat Sheet
Compliance
· updated May 18, 2026
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New Agent Onboarding Checklist
Onboarding
· updated Jun 02, 2026
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Plan Comparison Sheet (client-facing)
Template
· updated Jun 20, 2026
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Chargeback & Rapid-Disenroll Policy
Reference
· updated Apr 28, 2026
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E&O + Carrier Certifications Tracker
Onboarding
· updated Jun 15, 2026
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