MA Agent Guide
How To Get Started
New Medicare Advantage Agent?
There are several steps required before you begin marketing and selling Medicare Advantage Plans. Follow the guide below to get started.
Step 1: Contracting
Click the button below to complete an “Agent Contract Request” form. This will notify our contracting team of the carriers you want to be appointed with. You will then receive contracting links to complete for each carrier that you select.
Questions about which carriers are available in your market? Call our marketing team at 864.228.2635 for more information.
Step 2: Intro to Medicare
Are you new to the Medicare market? Click below to watch our “Intro to Medicare” training. This will help lay the foundation before you complete the AHIP and Carrier Certifications.
Track your progress:
Step 3: Certifications
- AHIP: AHIP is an annual requirement for marketing and selling Medicare Advantage and Prescription Drug plans. All agents planning to sell ANY Medicare Advantage plans or assist anyone over the agent of 65 with health care must take this certification.
- Carrier Certifications: Each carrier has their own certification requirements. Some carriers require a face-to-face training and/or an online training, as well as an online exam that you must pass in order to market that carrier’s plans.
Ready to Sell
Once you have completed contracting, AHIP and all carrier specific certification requirements, you’re ready to sell!
Peek Performance has a carrier specific page for each MA carrier, with plan information, marketing resources and carrier contact info.
Carrier pages are located on our Agent Portal at www.peekperformanceinsurance.com.
You will need to register/login to view carrier pages.