Training
Go beyond product and compliance training and become the agent every client wants to work with!
Gain access to our exclusive online sales training platform!
Training
Go beyond product and compliance training and become the agent every client wants to work with!
Gain access to our exclusive online sales training platform!
Go beyond product and compliance training and become the agent every client wants to work with!
There are special compliance rules an agent must follow for both finding prospective clients as well as enrolling them in suitable supplemental insurance plans.
You will need the following licenses/certifications to market most Medicare plans:
- Health insurance license
- AHIP Medicare certification (or equivalent from an insurance company)
- Product certification from each insurance company that you will be representing
These certifications need to be updated annually prior to the Medicare Open Enrollment for the upcoming plan year.
Want Pre-set Medicare Sales Appointments?
Getting in front of Medicare prospects is harder than ever!
Too many agents are using business reply direct mail, and as a result their effectiveness is dramatically waning.
An even bigger problem is getting prospects to answer the phone!
With all these obstacles, how are you supposed to get in front of new prospective Medicare clients?
Watch the video and find out how!
Have Your Created Your 2025 Medicare Business Plan?
Most agents we speak to want to create a Medicare business plan, but just don’t know where to start.
We have created a simple Medicare business plan template for you to help you begin writing your plan.
Some things you will need to think about include:
- The Medicare niches you want to focus on
- Your monthly marketing budget
- Number of people you can realistically help each day/week/month/year
- Annual income goal
- Sales and marketing technology
- Professional development
In addition to being licensed and certified to sell Medicare plans, it is important that an agent have at least a strong foundation of sales training.
Having an effective sales process will help you build trust with your prospects, making it easier to convert them into clients.
We have designed a variety of online sales programs to help both new and seasoned agents develop or improve the following skill sets:
- Basic and advanced rapport building
- Proper needs analysis
- Positioning products and services as the solution
- Organize and process enrollments
Get Instant Answers to Your Medicare Questions
Ever wish you had access to a back-office team who can help you when you have a Medicare situation or question that you don’t know the answer to?
Join our agent network for FREE and get access to our Realtime Field Support tools where agents help other agents!
Get instant access to an on-demand webinar that shows you how it works!
Easily stay top of mind with your Medicare prospects and clients!
The easiest way to stay top-of-mind with your Medicare prospects and clients is by distributing an emails newsletter on a regular basis.
Let us do this for you… for FREE!
Here is how it works:
- We write original content each month
- You choose your distribution method or let us do it for you
- You opt into the newsletters you want sent
- We handle the rest… for FREE!
Turn-Key Medicare Educational Workshops
Position yourself as a Medicare as a Medicare Expert by offering Medicare Educational Workshops.
This short presentation we will explain:
- Why Medicare Educational Workshops work so well
- Ideas for workshop venue selection
- How to leverage the power of a nonprofit affiliation
- Additional tools we give you for workshop success