- Medicare Advantage Certification & Training Portal
Step 1: Why Medicare
Understand the Medicare/Over-65 market, why agents succeed in Medicare, and how PPI’s training, tools, and CRM support help you build and grow a sustainable Medicare-focused business.
Step 2: Get Ready to Sell
Learn how to contract, certify, get Ready to Sell (RTS), use Medicare sales platforms, and stay compliant with CMS guidelines.
Step 3: Medicare University
This multi-level course covers Medicare fundamentals in depth while equipping agents with advanced, practical knowledge to confidently match the right plan to each client.
Step 4: Carrier Training
Learn carrier-specific products and enrollment processes for ancillary plans, Medicare Advantage, and Medicare Supplements.
Step 5: Medicare Masters - Marketing & Growth Strategies
Take your Medicare expertise to the next level with advanced strategies for marketing, agency growth, CRM, maximizing AEP, success habits, and more. Learn directly from top agents who have built highly successful agencies.
Step 6: Selling Medicare to Businesses
Learn how to compliantly work with small groups and business owners, educate Medicare-eligible employees, and help them transition off the group health plan into the right Medicare solutions.
Step 1: Why Medicare
Understand the Medicare/Over-65 market, why agents succeed in Medicare, and how PPI’s training, tools, and CRM support help you build and grow a sustainable Medicare-focused business.
Click “watch now” below to start this course:
Step 2:
Get Ready to Sell - Required Steps
Certify, Contract, Enrollment Platform & Compliance
Complete the following steps to get Ready to Sell (RTS):
Get Contracted
Get contracted with Medicare Advantage, Medicare Supplement and Ancillary carriers.
Click the link below to request contract instructions/links, and follow the steps to complete your appointments.
AHIP
Carrier Certifications
Click below to view each carrier’s certification requirements, as well as upcoming training, and plan information.
Sales Platform - Medicare Center/Connecture
Watch and Learn about Connecture/Medicare Center Platforms
Quick Links / Agent Resources
Step 3: Medicare University
*Note: 100 and 200 Level classes are open to all agents. 300 and 400 level classes have Medicare contracting requirements to view – Call 877-612-7317 to request access
This multi-level course covers Medicare fundamentals in depth while equipping agents with advanced, practical knowledge to confidently match the right plan to each client.
Medicare University – 100 Level
- 101 – Medicare Foundations
- 110 – Medicare Deep Dive
- 120 – Subsidies
- 130 – Medicare Supplements
- 140 – Medicare Advantage
- 150 – Medicare Part D
- 160 – Disability
Medicare University – 200 Level
- 201 – CRM Resources, Platform Training
Medicare University – 300 Level*
- 301 – Helping lower income individuals
- 310 – FIDE, HIDE
Medicare University – 400 Level*
- 401 – How to get new clients, how to get referrals
- 410 – Helping retirees
- 420 – Which plan for which client
*Note: 300 and 400 level classes have Medicare contracting requirements to view – Call 877-612-7317 to request access
Medicare University – 100 Level
- 101 – Medicare Foundations
- 110 – Medicare Deep Dive
- 120 – Subsidies
- 130 – Medicare Supplements
- 140 – Medicare Advantage
- 150 – Medicare Part D
Medicare University – 300 Level*
- 301 – Helping lower income individuals
- 310 – FIDE, HIDE
- 320 – Disability
Medicare University – 400 Level*
- 401 – How to get new clients, how to get referrals
- 410 – Helping retirees
- 420 – Which plan for which client
Medicare University – 100 Level
- 101 – Medicare Foundations
- 110 – Medicare Deep Dive
- 120 – Subsidies
- 130 – Medicare Supplements
- 140 – Medicare Advantage
- 150 – Medicare Part D
Medicare University – 200 Level
- 201 – CRM Resources, Platform Training
Medicare University – 300 Level*
- 301 – Helping lower income individuals
- 310 – FIDE, HIDE
- 320 – Disability
Medicare University – 400 Level*
- 401 – How to get new clients, how to get referrals
- 410 – Helping retirees
- 420 – Which plan for which client
Medicare University – 100 Level
- 101 – Medicare Foundations
- 110 – Medicare Deep Dive
- 120 – Subsidies
- 130 – Medicare Supplements
- 140 – Medicare Advantage
- 150 – Medicare Part D
Medicare University – 200 Level
- 201 – CRM Resources, Platform Training
Medicare University – 300 Level*
- 301 – Helping lower income individuals
- 310 – FIDE, HIDE
- 320 – Disability
Medicare University – 400 Level*
- 401 – How to get new clients, how to get referrals
- 410 – Helping retirees
- 420 – Which plan for which client
Step 4: Carrier Training
Learn carrier-specific products and enrollment processes for ancillary plans, Medicare Advantage, and Medicare Supplements.
Ancillary Products:
- Manhattan Life
- UnitedHealthOne
- GTL
- Foresters
- Wellabe
Medicare Advantage & Medicare Supplement Carriers:
- Carrier Training Coming Soon!
Step 5: Medicare Masters*
Marketing & Growth Strategies
Track your progress:
500 Level – Advanced Training*
Take your Medicare expertise to the next level with advanced strategies for marketing, agency growth, CRM, maximizing AEP, success habits, and more. Learn directly from top agents who have built highly successful agencies.
- 501 – CRM & How to Build Your Business
- 510 – Maximizing an AEP
- 520 – Advanced Marketing
- 530 – Agency Building
- 540 – Advanced Rx
- 550 – Medicare Advantage vs Medicare Supplements – Graduate level
- 560 – Dealing with claims issues
- 570 – Habits for success
*Note: These classes have Medicare contracting requirements to view – Call 877-612-7317 to request access
Step 6: Selling Medicare to Businesses*
*Note: These classes have Medicare contracting requirements to view
Coming in 2026
Learn how to work with small groups and business owners, educate Medicare-eligible employees, and help them transition off the group health plan into the right Medicare solutions.
Step 1: Why Medicare
Understand the Medicare/Over-65 market, why agents succeed in Medicare, and how PPI’s training, tools, and CRM support help you build and grow a sustainable Medicare-focused business.
Step 2: Get Ready to Sell
Learn how to contract, certify, get Ready to Sell (RTS), use Medicare sales platforms, and stay compliant with CMS guidelines.
Step 3: Medicare University
This multi-step course covers Medicare fundamentals in depth while equipping agents with advanced, practical knowledge to confidently match the right plan to each client.
Step 4: Carrier Training
Learn carrier-specific products and enrollment processes for ancillary plans, Medicare Advantage, and Medicare Supplements.
Step 5: Medicare Masters - Marketing & Growth Strategies
Take your Medicare expertise to the next level with advanced strategies for marketing, agency growth, CRM, maximizing AEP, success habits, and more. Learn directly from top agents who have built highly successful agencies.
Step 6: Selling Medicare to Businesses
Learn how to work with small groups and business owners, educate Medicare-eligible employees, and help them transition off the group health plan into the right Medicare solutions.
Medicare / Over 65 Training:
Step 1: Why Medicare
Understand the Medicare/Over-65 market, why agents succeed in Medicare, and how PPI’s training, tools, and CRM support help you build and grow a sustainable Medicare-focused business.
Step 2: Get Ready to Sell
Learn how to contract, certify, get Ready to Sell (RTS), use Medicare sales platforms, and stay compliant with CMS guidelines.
Step 3: Medicare University
This multi-step course covers Medicare fundamentals in depth while equipping agents with advanced, practical knowledge to confidently match the right plan to each client.
Step 4: Carrier Training
Learn carrier-specific products and enrollment processes for ancillary plans, Medicare Advantage, and Medicare Supplements.
Step 5: Medicare Masters - Marketing & Growth Strategies
Take your Medicare expertise to the next level with advanced strategies for marketing, agency growth, CRM, maximizing AEP, success habits, and more. Learn directly from top agents who have built highly successful agencies.
Step 6: Selling Medicare to Businesses
Learn how to work with small groups and business owners, educate Medicare-eligible employees, and help them transition off the group health plan into the right Medicare solutions.
Step 3: Medicare University
Comprehensive, real-world training on Medicare enrollment, plan options, subsidies, and special populations, including retirees, veterans, and lower-income beneficiaries. Agents learn how to confidently match the right Medicare solution to each client while building and managing a compliant, sustainable Medicare practice.
- Watch Now
