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.
Video Category: Fidelis FastStart
Medicare Center
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.
CSG Quoting Tool
How To Quote – MedicareCENTER Product Training
Visit Integrity Marketing’s Vimeo Page to get access to more MedicareCENTER training videos.
Fidelis Resources
Discover more about our tools and learn how to utilize them to get more leads and grow your business.
Utilizing Carrier Resources
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.
Preparing For Marketing
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.
Creating a Business Plan
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
Intro to DSNPs
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.
Commissions
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: 2025 Standard Part C and D Commissions
Enrollment Periods and Effective Dates
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.
Resource: Updated 2025: Election Period Job Aid
Intro to Medicaid and LIS
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.
Intro to MA PDP and Med Supps
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
Medicare 101
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