This training module equips ProvideSure agents with the knowledge and skills necessary to successfully enroll clients in Medicare plans. Agents begin by verifying eligibility, identifying enrollment periods, and gathering all necessary documentation. They then conduct a compliant needs assessment to understand the client's healthcare priorities, financial situation, and prescription needs, ensuring plan recommendations are accurate and relevant. Using approved tools, agents present plan options clearly and compliantly, emphasizing transparency around benefits, costs, and provider access. Once a plan is selected, agents guide the client through the enrollment process, ensuring all applications are completed correctly, submitted through the appropriate channels, and tracked for follow-up. Compliance is a critical focus throughout the process, including proper documentation, use of scope of appointment forms, and adherence to CMS marketing and communication guidelines. This module establishes a strong foundation for further training in advanced enrollment scenarios, retention strategies, and resolving barriers to coverage.