Yes. The annual guide, the resource center, and the readiness assessment are free. GoAEP is an educational destination — not a product trial.

GoAEP is presented by Lync, the parent brand behind Lync CRM, Lync Greetings, and LyncCIS. Content is editorial and vendor-neutral; the Lync ecosystem is referenced when relevant, never advertised.

What does the guide actually cover?

Fifteen chapters spanning technology, compliance, AI, marketing, automation, retention, communication, events, commissions, reviews, and growth — written for independent agents, agencies, FMOs, and IMOs preparing for AEP.

Will my information be sold?

Never. Your information is used to deliver the guide and, with your consent, to send you future educational content. We don't sell, rent, or share contact data.

How often is the resource center updated?

New articles, breakdowns, and implementation pieces are published throughout the year. The flagship guide refreshes annually before AEP.

Do I need to be a Lync customer?

No. Everything here is free and useful regardless of the tools you currently use. If the Lync ecosystem becomes a fit later, the door is open.

AEP 2026 Edition

The Medicare Tech & AI Readiness Center for the agents shaping the next AEP.

Independent education on the technology, automation, compliance, and AI quietly reshaping how Medicare books of business are built and kept. One new guide each year. A growing resource center every week in between.

Download the Free Guide Take the Readiness Assessment →

15-page playbookPractical implementationUpdated annually

Our mission

Helping more seniors
find the right plan.

Every system we teach, every tool we recommend, every page of every guide traces back to the same outcome — a more prepared agent sitting across from a senior who finally understands their coverage.

Insurance agent at a desk helping a senior couple choose a Medicare plan

The technology gap

Most agents enter AEP with tools built for a slower industry.

The Medicare distribution market has quietly become a technology business. Commission reconciliation, AI-assisted client communication, role-aware permissions, branded payouts, automated retention — these aren't advantages anymore. They're the new baseline.

The agents who win AEP 2026 won't be the ones who hustle hardest. They'll be the ones whose stack made the hustle unnecessary in the first place.

This center exists to close that gap — vendor-neutral, plain English, and organized around how an agency actually operates.

Why preparation matters

Four shifts redefining how a modern Medicare practice operates.

AEP rewards preparation, not effort.

The agencies that staff, script, and systematize before October 15 capture the policies. Everyone else is reacting.

AI is now a compliance question, not a marketing one.

CMS rules, TCPA exposure, and recording requirements all intersect with the tools you choose. Choosing badly is expensive.

Retention is the new acquisition.

Replacement is brutal. The agents quietly compounding their books are the ones with a system for staying in front of clients all 12 months — not just at renewal.

Commissions deserve the same rigor as policies.

Most agencies still can't answer ‘am I being paid correctly?’ with confidence. The ones that can grow faster and sleep better.

Built for the way you work

Run your practice
from anywhere.

Desk, kitchen table, parking lot between appointments. Modern Medicare agents don't work from one place anymore — the systems behind them shouldn't either.