Welcome to the Fidelis Fast Start Series. This course is for agents who are either brand new with up to 6 months in the field of Medicare, or for those who have been around any length of time and need a refresher. Fast Start is designed to give you a solid industrial foundation in all the basics you need to know to get your business up and running quickly. Working in Medicare is an incredible opportunity.
We understand that you have a choice of where to bring your contracts and we are grateful that you have chosen to work with us. We take the confidence that you have placed in us as an upline partner very seriously. Our mission is to provide you with the very best training and support available, and to give you the fastest possible start to a successful and life changing career in Medicare. Welcome to your Fast Start!
19:17
Welcome to your very first course in this series. We are going to dive right into the heart of the business. An introduction to the different parts of Medicare and how they work.
Resource: Confused About Medicare Flyer
17:11
As a broker we do everything possible to help improve the lives of the client’s we serve. Medicaid and LIS (Low Income Subsidy) are two low-income assistance programs that can drastically help your Medicare clients in financial need. It’s important to have a basic understanding of how they work, eligibility and how to apply. Especially, if you work with Dual Special Needs Plans.
37:44
As a Medicare broker, our job revolves around three products: Part C Medicare Advantage, Part D Prescription Drug, and Medicare Supplement plans. As a trusted advisor to our clients, we are expected to know these products like the back of our hand. Start your journey to becoming an expert with this introductory training.
Resource: MedSupp Chart
15:26
As a Medicare broker, we can’t enroll our clients anytime we want. There are specific times and circumstances called enrollment periods that enable the ability of our clients to join a plan. Understanding these specific enrollment windows is an important key to success and will increase your sales.
14:45
Show me the money! There are very few opportunities out there that per your ounce of effort, will yield the type of reward that this business offers. Would you like a 10-year retirement plan? This training will show you how, as well as educate you on the commission amounts, rules, and renewals.
Resource: 2024 Standard Part C and D Commissions
10:40
How do you feel about making a lot of money while making a lasting positive impact in your community? Sound too good to be true? Well, it’s not, and many agents are doing it right now by selling Dual Special Needs Plans. Come learn how with this introduction to DSNP.
10:30
There is an old saying, “if you fail to plan then you plan to fail.” A profitable business begins with a rock-solid plan that’s well executed. As a new broker, it can all be very overwhelming. What should I be doing, how do I layout my schedule, what’s the most important use of my time? It’s a lot. We have a proven model of success that has been tested time and time again.
Resource: New Agent Business Plan
6:54
We live in a world of brand recognition. A business has a hard time competing and thriving in today’s world without an effective marketing campaign behind it. Our industry is no different, and with more seniors online and using social media than ever before, it’s imperative to have your business collateral, online presence, brand, and marketing strategy in place.
7:39
How To Quote – MedicareCENTER Product Training
Visit Integrity Marketing’s Vimeo Page to get access to more MedicareCENTER training videos.
9:28
Agents with a MedicareCENTER account have their own free, personalized agent website. Agents can send their Personalized URL – also known as a PURL – to their clients and prospects to educate them on Medicare and their Medicare Advantage plan options. Consumers will be able to shop and enroll for Medicare Advantage plans straight from an agents PURL.
4:31
Learn about the features available to you inside your MedicareCENTER account.
Visit Integrity Marketing’s Vimeo Page to get access to more MedicareCENTER training videos.
13:50
As a brand-new agent, it’s vital to understand the relationship between broker managers and agents, what to expect from them, the types of resources that they offer and how to fully utilize them. Developing and nurturing these relationships will help you grow as a broker and put you on the fast track to success.
47:09
Discover more about our tools and learn how to utilize them to get more leads and grow your business.
Welcome to our Mastering Marketing Series. The very best agents all have several things in common, but the biggest one is that they are excellent in marketing and have secured multiple referral accounts. Marketing allows you to take your success into your own hands and get paid according to your effort and sacrifice. It also allows you to put up the big numbers and sustain your business on a consistent basis. Becoming an effective marketer and building referral accounts will take some time, but don’t worry. We have a proven model for you to follow and we will be there through every step of the process to help you along the way. Don’t get discouraged by rejection or if you don’t experience massive success up front. Marketing is a law of numbers. To those that persist, success will come.
There are 3 parts to every marketing strategy that you need to learn and that we will cover in the videos. How to find accounts, how to set them up, and how to work them so you can write business. Once you have walked through the process just a few times you will develop your own scripts and techniques, and your confidence in your abilities will grow. We look forward to helping you master these strategies, become a helpful addition to the Medicare community, and become the next top producer. Welcome to Mastering Marketing.
24:53
Dental offices represent one of the biggest opportunities to set up long term referral accounts in the industry. Since many agents don’t have the confidence or skill to do this well, there are many dental offices available for a partnership. Mastering this strategy will increase your sales and create pipelines of business that will flow to you for years to come.
Resource: Dental Partnership Benefits Flyer
21:30
Food pantries are a great focus for new agents. They can be set up rather quickly and aren’t very complicated to work. This is a great avenue to penetrate the DSNP community as well.