SEP Finder™ Planner

Work out the caller's election period before the appointment: the exact window, the day coverage starts, the paperwork to ask for and the CMS rule behind it.

Open right now

No annual window is open today — a caller needs a qualifying life event.

Pick the caller's situation on the right and the calendar, timeline and read-back script appear here.

A coaching aid, not legal or enrollment advice — confirm eligibility with the plan or CMS. Nothing about the caller is stored. Read the plain-English SEP guide.