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PRODUCTS

What products are available?

01

Medicare Supplements

We can get you appointed with all of the major Medicare Supplement carriers in your area so that you can offer your client the most ideal option.

02

Medicare Advantage Plans

In recent years, Medicare Advantage plans account for more than half of Medicare Insurance market.  We will help you get appointments with the optimal carriers in your area so that you have these important products available for your clients.

03

Prescription Drug Plans

Prescription Drug Plans are an essential add on for our clients who opt to enroll in a Medicare Supplement plan.  We will get you appointed with key carriers and equip you with our quoting and enrollment platform to streamline this important process.

ALREADY IN BUSINESS?

Why should I take on something else?

Your Clients

Your clients will all need Medicare Insurance Plans. They deserve to have a trusted agency ensure their healthcare is optimal rather than a hotline operator.

Your Book

You have worked hard to build a book of business.  Providing Medicare Insurance Plans can help you protect against attrition and loss.

Your Agency

Working with Medicare Insurance Plans builds residual income and increases the success and sustainability of your agency as a whole.

Get
in Touch

THE PROCESS

What does it take to get started?

WE ARE HERE TO MAKE IT EASY

  • The first step in the onboarding process is completing our agent data from and sending us business related documents such as your licenses, certificate of E&O insurance, and deposit slip. If you are ready to get started, click here to connect with us.

    Initial Forms and Documents

    Insurance Agent Partner
  • Most insurance carriers now offer web-based contracts.  We will initiate a request on your behalf and you will receive separate emails from each carrier with a contracting link.  If you are just getting started, we recommend only requesting three or four carriers initially as you can always add more as needed.  Other carriers still use "paper" contracts which we will send to you as PDFs.  Our team will schedule a virtual meeting with you to walk you through the contracting process to ensure all is done correctly the first time.

    Contracting

    Medicare Insurance Contracting
  • To represent Medicare Advantage and Prescription Drug Plans, we are required to complete annual certifications.  The biggest piece of these requirements is a Medicare Training course called the AHIP.  In addition, we complete carrier specific training for each carrier we chose to represent.  None of these certifications are proctored or high pressure, but they do require time and attention.  As always, we are here to help if you hit any roadblocks.  

    Certifications

    Online Training for Medicare Agents
  • We offer ongoing online and one-on-one training for our partners.  Many of our trainings are recorded and housed on our Partnership YouTube Channel and in the Partner Portal on this website.  Best of all, our trainings are designed specifically to focus on your whole business, not just Medicare Insurance Plans. 

    Training

    Partnership for Erie Agents
  • Even though you will be training, contracted, and certified, you are going to have questions!  We provide ongoing, and easily accessible, coaching to help you with client-related questions and general questions about Medicare and the industry.  When you call us, we answer the phone and the majority of us are writing agents - not FAQ readers!

    Coaching

    Certifications for Medicare Agents

Reach Your Potential.

Achieve Your Goals.

About Us

Our Experience 

Your Success

Success requires clear direction.

Looking for something different from your upline?  With us it is all about relationships!  Our team focuses on world-class training and real, authentic relationships with our affiliate agents.  In a day and age where everything is becoming automated - we are the upline that will pick up the phone when you call.  Best of all, our entire team is made up of writing agents so we answer your questions from experiences - not FAQs!

Our extensive library of resources includes videos, guides, presentations, forms, and many more resources to help you enhance your skills and stay up-to-date with the latest industry trends. We understand that each broker’s success is unique, and we are committed to providing you with the resources you need to achieve your goals. Our team of experts is available to support you as you navigate the complexities of the industry.

Core Broker Resource Kit

01

Onboarding

At Broker Bootcamp, we understand the importance of a smooth onboarding and contracting process. That's why we offer a variety of resources and training to help you get started. Keep reading to learn more about how we can help you.

02

Certification

We understand the importance of annual certification for brokers to continue working with carriers. That's why we make it easy with our comprehensive guides and step-by-step tutorials, including the AHIP certification. Our team of experts is here to support you every step of the way as you prepare for certification. Let us help you stay on top of your game and advance your career as a broker.

03

Selling

With more than two decades of experience in doing this ourselves, training brokers on client-facing methods is our passion.  We provide expert guidance on presenting Medicare Insurance plans to clients and finding plans that closely meet their needs. Our methods have been refined over years of experience and are designed to help brokers succeed. We use every meeting as a gateway to referrals and help our brokers build long-term relationships with their clients.

04

Marketing

There are a lot of marketing techniques in this industry but we strive to stay ahead of the curve.  We take pride in being six to twelve months ahead of the industry with divergent and innovative marketing methods.  The team at Broker Bootcamp prioritizes building and sustaining relationships as our core marketing focus.

05

Retention

Getting clients is important - but keeping clients is crucial.  We are here to help you with strategies and methods for maintaining the clients that you have worked hard to acquire.  Get to know some of our creative and dynamic ways for keeping your clients engaged throughout the year.
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