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Medicare Toolbox

The Full Medicare Agent’s Kit

Medicare Toolbox

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.

Give us a day of your time and we will show you the opportunity in Medicare sales!

With a growing senior population and increasing demand for healthcare coverage, now is the perfect time to enter the Medicare sales market and add a rewarding income stream to your agency while helping clients navigate their healthcare options. 

We specialize in working with Life, Health, P&C insurance agents, and also financial advisors in helping them incorporate Medicare solutions into their practice. Let us help you generate a powerful reoccurring revenue stream for your business.

We’ll walk you through our Medicare 101 which will touch on the topics of Original Medicare, Medicare Advantage, Prescription Drug Plans, Medicare Supplement plans. The second part of our day we will show you how to Cross Sell Medicare and provide you with some great marketing ideas. 

Click on Image below to register!

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.

Copy of Search & Save

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.

Presentations & Resources

Medicare Support &
Service

Our medicare team is standing by – contact us for support.

upcoming Medicare events

There are no upcoming events.