LEADS & EVENTS
With a variety of lead program offerings, we allow you to choose the lead system that works with your schedule and preference. Whether in-person, online, via phone appointments, community events, or webinars we have unique lead and event opportunities. Our goal is to get you in front of more and more prospects based on your schedule.
We pride ourselves on the reputation we’ve built in the industry allowing us to cultivate relationships with top professionals including doctors, medical groups, hospital systems, and exclusive Medicare option resource centers. This in turn allows us to open more doors for our elite agents.
TRAINING & CERTIFICATIONS
We offer a multitude of training seminars both in-person or online and a step-by-step guide to carrier certifications. In addition, we set up shadowing, team collaborations, and exclusive series’ designed for our agency to make sure you’ve got the tools you need and the knowledge to match.
Want your own online presence? We’ll help you set up your own agent website to open more opportunities for prospects. Your clients will always stay informed through Medicare industry blogs and emails.
Get customizable and compliant approved marketing materials to promote your business with a wide array of options. Whether you need business cards, banners, tri-folds, fliers, or promotional material, we’ve got you covered!
When you invest in your own business so do we! We’ll cover 50% of your marketing costs to propel your growth and maximize your productivity. Double your efforts for half the budget.
You earned it, you keep it! Our agents maintain ownership of their book and always receive the maximum commissions available. Focus on production while our back office commission team works on making sure you’re getting paid timely and correctly.
PORTAL & CRM
Useful tools at your fingertips including a quote engine, online and docu-sign enrollments, application statuses, form library, commission details, reporting and more. Customer relationship management site to keep track of your book as well as auto-generated birthdays, holidays, and policy event reminders.
We give you peace of mind with a dedicated compliance department that stays on top of the yearly changes to CMS guidelines. Keeping you informed of changes and ensuring that your materials are reviewed with current regulations.