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Agent Success Journey

Health Insurance

This step-by-step roadmap takes the guesswork out of launching and growing your health insurance business — from contracting and certifications to marketing and your first enrollments. Complete each step in order, and your dedicated Growth Team member will walk alongside you the entire way.

STEP #1

Request and Complete Carrier Contracting Form

STEP #2

Introductory Call with Agent Growth Team Member

STEP #3

Enroll & Complete AHIP (Medicare) Certification

STEP #4

Complete Medicare Carrier Certifications

STEP #5

Conducting a Compliant Sale

STEP #6

Performing a Proper Needs Analysis

STEP #7

Sunfire & HealthSherpa Medicare Enrollment Platform Training

STEP #7

Complete Your Branding & Marketing Training and Fill out Your Marketing Plan

STEP #9

Purchase Your Marketing Starter Kit

STEP #10

Schedule Branding & Marketing Strategy Plan Review w/ Growth Team Member

FINISHED

Execute Your Strategy! |

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