Offer Medicare & Individual Health—Before Someone Else Does

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Published: 06.09.2025

No matter your primary business focus, chances are you have clients with questions regarding Medicare or Individual Health insurance. 

Turn these questions into opportunities—and remain the go-to expert.

✔ Are you a Group Broker or Financial Planner?
Your clients may need help navigating Medicare or Individual Health plans—especially when turning 65 or facing employment changes. Our referral program makes offering these solutions simple and stress-free.

We act as your back-office support, ensuring your clients receive expert guidance while you retain and protect your book of business.

✔ Are you a Medicare broker who only writes supplements?
If you’re not certified to sell Prescription Drug Plans (PDPs), our PDP referral program has you covered.

We'll handle everything from quoting to enrollment, so you can continue supporting your clients without additional work or certifications.

Stay focused on what you do best—and we’ll take care of the rest.
Let’s connect to explore how we can help you retain clients and expand your service offerings. 

✨ Offer More. Lose Less.