Medicare Agent Resources
Join the Medicare Agent Ecosystem
Be part of the #1 Medicare agent marketing platform. Get found by local seniors, grow your brand, and tap into powerful tools.
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Growing Your Business
View AllLead generation, marketing strategies, online presence, sales techniques, and business differentiation for Medicare agents.
Referral Partnerships for Medicare Agents - Working With CPAs, Financial Advisors, and Elder Law Attorneys
How Medicare agents can build steady, high-quality referral streams from CPAs, financial advisors, elder law attorneys, and local senior service partners.
Succeeding on Medicare Agents Hub
View AllGetting the most from your Medicare Agents Hub listing, understanding leads, and leveraging platform tools.
Medicare Agents Hub for Agencies and FMOs: Scaling Your Team's Digital Presence
Medicare Agents Hub isn't just for solo agents. Agencies and FMOs are using the platform to give their entire team local visibility, generate inbound leads across markets, and recruit new talent.
Client Management
View AllClient retention, post-enrollment follow-up, relationship building, and referral partnerships.
How to Coach Clients Through the 'Will Medicare Cover My Acupuncture / Chiropractor / Marijuana / Concierge Doctor?' Question
The 'will Medicare cover this?' question about alternative treatments is the most common trust test new prospects throw at agents. Here's how top agents handle acupuncture, chiropractic, cannabis, concierge medicine, and supplement questions with the precision that wins the relationship.
Industry News & Trends
View AllMarket shifts, carrier updates, policy changes, and survey data relevant to Medicare agents.
What Medicare Agents Would Change About Their Industry — and What CMS Already Changed
Licensed Medicare agents identify the rules they want reformed — from prior authorization and mid-year network drops to MA standardization. Some are already moving: CMS eliminated the 48-hour SoA wait for contract year 2027. Here's the full wishlist, the status of each proposal, and what it says about the industry.
Enrollment Seasons
View AllAEP and OEP strategies, ANOC guidance, seasonal workflows, and off-season planning.
What Smart Medicare Agents Do in the Off-Season (April Through September)
The months between OEP and AEP are when the best Medicare agents pull ahead. Here's a practical playbook for using the off-season to build your pipeline, strengthen relationships, and set yourself up for a dominant AEP.
Product Knowledge & Compliance
View AllMedicare coverage details, creditable coverage, appeals processes, and compliance best practices.
SSA-44 IRMAA Requests: A Medicare Agent Playbook
A practical guide for Medicare agents on helping clients request a new IRMAA determination through Form SSA-44 after retirement or another qualifying life-changing event.
Business Operations
View AllCommission structures, hiring and training, team building, and day-to-day business management.
Building a Medicare Sales Team: How to Hire and Train Junior Agents
Ready to scale your Medicare business? Learn how to hire, train, and lead junior agents to build a high-performing sales team that strengthens client relationships and drives growth.
