Medicare Toolbox The Full Medicare Agent's Kit

Being a Medicare agent isn’t easy, and there are often times when it feels like the only person in your corner is yourself. There are so many skills and so much information that an agent has to have at the ready in order to be successful, but there aren’t many places you can go for support. That’s why we’ve put together a collection that includes this wide array of resources for you to take advantage of.

Medicare Search & Save Client Resource

Sometimes working as a Medicare agent can be as stressful as it is rewarding. Especially during the Annual Enrollment Period, there’s a lot of work to be done. We’d like to give you a hand. This year, streamline the process with Producers XL’s Medicare Search & Save client management tool. It’s your secure platform to search, compare, and save your clients’ information year after year.

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E-Application Training & Information

Aetna Quote & Enroll Training

Aetna Quote & Enroll Video Training

Americo e-Application User Guide

Cigna E-App Training

Humana 10-Step Appointment Process

Humana Phone Sales Guidelines

Mutual of Omaha e-Application Guide

Mutual of Omaha e-Application Video

Transamerica iGo Training

Transamerica iGo Training Video

Transamerica Email Signature Process

Transamerica iPad/Tablet Signature Process

Transamerica Voice Signature Process

Wellcare e-Apllication User Guide

Electronic Scope of Appointments & Online Apps

Looking for an easier way to stay organized and tame the mounds of paperwork on your desk? We’ve taken the liberty of putting together a comprehensive document locker for managing Scopes of Appointment and apps electronically. We’ve taken the liberty of creating accounts for each of our ready-to-sell agents, so you don’t have to waste a second more.

With this software, you’ll be able to submit your Scope of Appointment electronically and archive your documents in one simple place this season.

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