Resources and things to know:

Submitting your Customer Applications -

The preferred method is to use the carrier’s dedicated online enrollment forms, however, you can also do paper apps and send those to our internal processing center.


All MA-PD apps must be received within 24 hours of writing (including weekends).


Sales Presentation Downloads -


Miscellaneous Links -


Referral Card Ordering Link


Check Your Medicare Enrollment


Referral Agent Paper Contract


Referral Partner Agreement Link


Lead Disposition Link


Life Insurance Quote Request Link


Secure File Upload


Seminar and Event Request Link

Video Library

These videos are for internal Agent Use Only. Not to be shared with competing Agencies the general public.

MAPD Sales Presentation

   Watch Bob Archer doing a sample MAPD Sales Presentation


Blue Print For Health Sales Presentation

  This is our Under-65 Sales Presentation


Insurance & Medicare Assistance Program

   Learn how you can set up an informal sales event at retirement center


Learn how you can use the InCareRX Discount Cards in your prospecting efforts


Why do seminars?


So, you want to recruit other Agents?

Learn about TruAssure Dental Plans


Sign up Referral Agents to send you leads




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