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Agent Success Journey
The roadmap to build the Medicare insurance business of your dreams.

This process will be guided step by step with your assigned Advocate Regional Sales Manager. Call them early and often to get it done! We are your Advocate! #ObsessedWithAgentSuccess

  1. Introduction & Next Steps Call with your Advocate Regional Sales Manager (RSM)

  2. Request Carrier Contracting as Independent Agent (3-5+ MA carriers) Click to Request

  3. AHIP (Medicare) Certified Click Here | Study Guide (Pw: “1969”)

  4. Wait to Receive Carrier “Writing Number” (~7-10 Biz Days per Carrier)

  5. Access the ADVOCATE Agent Portal Click top right “login” then “sign up”

  6. Carrier Specific Certification Modules (for each Carrier + Live Class) AF Portal

  7. Get Emailed RTS “Ready to Sell” Notice Status Post-Certs (Each Carrier, so you can sell)

  8. Check the Carrier Portals to ensure you’re APPOINTED/each state or call Carrier Support#

  9. Complete Your Marketing Plan w/ AF RSM Click here to begin

  10. Income Calculator – How much do you want to earn? Income Calculator Download

  11. SUNFIRE MA Quote & Enroll Platform  Request Access | Training

  12. Get Leads Realtime Leads | Pre-Set Appts | Mailer Leads | Grassroots Expo Kit

  13. Get 50/50 COOP $ Marketing Money Ask your RSM what’s available

  14. Steps to a Compliant Medicare Sale Guide | Special Election Window Guide

  15. Get your 1st, 25th, then 100th Medicare Sale! (The Centurion Award)

  16. Leverage Proven Powerful Tech  Ringless VM | Mass Text | 4x Dialer | CRM | Email | Social

  17. Double MA Comp by Cross Selling GTL Hospital Indemnity Intro | Contracting | Training

  18. Attend local/webinar trainings, and pickup AF Biweekly Check-In Calls | Watch your email

  19. Sales Support | (800)943-2386 Call your RSM often, or use our super-fast live chat online



Questions? Call your go to early and often!

Jackson Saylor Regional Sales Manager | #ObsessedWithAgentSUCCESS
ADVOCATE FINANCIAL Life & Health Brokerage

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