WHO ARE WE?
WHO ARE WE?
BECOME AN INSURANCE BRANCH ELITE TODAY!
Over the past 10 years, we have built our business by partnering with some of the largest firms in the country. But our mission is to ensure that ever disabled American entitled to Medicare benefits, has access to the resources they need to understand them. To fulfill that mission, we have built the most complete platform in the country, designed to work with any firm, of any size!
HOW OUR PARTNERSHIPS WORK
We securely manage and evaluate your referred client's relevant data and ensure timely outreach and education when your client's Medicare eligibility date approaches. Our team of professionals stay up-to-date on all Medicare rules, regulations and, nuances. To ensure this we have teamed up with some of the top Medicare compliance leaders in the country. We never stop learning as Medicare evolves, and will provide accurate and timely information to your Medicare-awarded clients. We will then help navigate your client to a compliant third-party insurance agency if need be.
Contracting Details
Payments on leads will be determined by the "Lead Category" each client falls under. Endorsement contracts are created on a case-by-case basis.
Lead Categories
There are 6 categories a client can fall under and it is based on their location in the United States and their personal onset date
LEAD CATEGORY DEFINITIONS
1.
STANDARD FUTURE LEAD- Initial Enrollment Period is 4 months or further into the future.
2.
BONUS FUTURE- Lead meets "Standard Future" criteria and the lead resides in a "Bonus" State"
3.
DOUBLE BONUS FUTURE- Lead meets "Standard Future" criteria and the lead resides in a "Double Bonus State"
4.
RETRO- Award was within the past 30 days and Initial Enrollment Period was in the past.
5.
CURRENT- Initial Enrollment Period is 1-3 months in the future.
6.
PAST- Initial Enrollment Period was in the current month or prior.
STATE BY STATE BREAKDOWN
STANDARD STATES
CA, MA, MN, NJ,
NM, OR, VT, & WA
BONUS STATES
AZ, CT, DE, ID, IL, ME, MS, MT, ND, NH, NV, NY, PA, SD, & WI
DOUBLE BONUS STATES
AR, AL, CO, DC, FL, GA, HI, IA, IN, KS, KY, LA, MI, MO, NC, NE, OH, OK, RI, SC, TN, TX, UT, VA, & WV
WANT TO LEARN MORE?
114 W Winchester St. Suite 200 Murray, UT 84107 | | Tel: (801)381-1467