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Certified Medicare Insurance Planner TM

The CMIP® , CMIS™, and CMIRprofessional designations have been reviewed and approved by a state insurance department legal counsel as being in compliance with the National Association of Insurance Commissioners, Model Regulation 278-1, on the use of senior specific certifications and professional designations.                                                             Currently not available to resident agents operating in California and Connecticut.


The CMIP®   professional designation has been determined by FINRA® to be appropriate for listing on the FINRA®  website database for professional designations.

Go to: for more information.

How To Locate Your Unsaved AHIP Certificates:


I.  Go to                                II.  login

III. At the top of the page click on transcript.

IV. Choose the years that you need and click "Filter".

V.  Go to the Certificate column and click the certificate                   icon to download. 

VI. Scan your certificates into one pdf file and send to us on this       page in the upload section, or, email to:                         


If you meet the criteria of membership (At least 7 years as a health insurance producer with 7 years of AHIP or Carrier Medicare Advantage and PDP certification for the CMIP®, 5 years each for the CMIS™, and 3 years each for the CMIR™) fill out the form below. 


Next, upload a copy of your insurance license and your AHIP or Carrier MA/PDP certification for the past 7 years or more for the CMIP®, 5 years for the CMIS™, and 3 years for the CMIR™ and Press "Submit Information Here" yellow button.


We will process your application and submitted documents. If approved, we will notify you via email and send our Code of Ethics/Violation Policy/Agreements Document for you to sign and email back to us. You then pay your membership fee through our website.


We will notify you of your acceptance of your designation by email. You will then be able to immediately use your CMIP®  , CMIS™, or CMIR™ professional designation within our allowed parameters.


If not approved, we will notify you by email as well. You do not pay your membership fee until you've been approved.

To maintain your designation you must submit your annual AHIP or Carrier MA/PDP annual training certificate, along with the renewal fee, due on the first day of your anniversary month as a member, every year. You must also abide by our Code of Ethics policy.


Upload Here
Years of AHIP, or Carrier MA/PDP certification
Upload Here

Thanks for submitting!

*Note: If you have not been a licensed health agent and have not completed AHIP, or equivalent certification, for 7 years, you do not qualify for the CMIP®  ; 5 years for the CMIS™, and 3 years for the CMIR™

Please allow 5-7 business days to process.