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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

Schedule an Initial Medicare Discovery Call with our Agent Success Team

STEP #2

Enroll & Complete AHIP (Medicare) Certification

STEP #3

Complete Medicare Carrier Certifications

STEP #4

Receive Your Writing Number From at Least One Carrier

STEP# 5

Request Access to the Agent Portal

STEP #6

Learn How to Conduct a Compliant Sale

STEP #7

Understand How To Perform a Proper Needs Analysis

STEP #8

Review Sunfire & HealthSherpa Medicare Enrollment Platform Training

STEP #9

Schedule Your Intro Call With A Strategic Growth Coach

STEP #10

Review Branding & Marketing Training Guides, Submit Your Marketing Plan To Your Strategic Growth Coach

STEP #11

Purchase Your Marketing Materials

STEP #12

Execute Your Strategy!

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Advocate Financial Life & Health Brokerage

Elevating & Empowering Independent Insurance Agents Nationwide since 2009

110 E Wayne St. STE #1601 Fort Wayne, IN 46802

Phone: 800-943-2386     Email: info@MyAdvocateFinancial.com

If you are having difficulty viewing full content on your mobile device, please click full site option. This material may not be published, broadcast, rewritten, or redistributed. For all inquiries, please contact the Advocate Offices at (800)943-ADVOCATE (800-943-2386) or email : Info@MyAdvocateFinancial.com. Marketing and plan information for producer/licensed agent use only. Distribution is strictly prohibited. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. 1 (800) 943-2386  -  Info@MyAdvocateFinancial.com - PRIVACY POLICY

© 2026 by Advocate Financial LLC 

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