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.

Step 3: Certifications

  1. 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.
  2. 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.

Click here to view certification requirements by carrier.

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

Click here to go directly to the Medicare Advantage landing page.

You will need to register/login to view carrier pages.

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Peek Training

If you have already registered to be a part of our team, you can log in here.

If you have not registered yet, click here to Get Started.

New Agent Registration

  • Profile

  • Contact Info

  • Required phone number format: (###) ###-####
  • Agent Info

  • Enter PPI if you are not affiliated with a specific manager/agency
    By registering on this site, I provide my electronic signature expressly consenting to recurring contact from PPI regarding PPI’s contracts and training at the phone numbers and email address I provided. Messages may come to me via live, automated or prerecorded telephone call, text message, or email. By checking this box I agree to receive recurring messages from Peek Performance, Inc., Reply STOP to Opt out. Reply HELP for help. Message frequency varies. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages.  I understand that my telephone company may impose charges on me for these contacts, and I am not required to enter into this agreement as a condition of purchasing property, goods, or services. I understand that I can revoke this consent at any time.

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Peek Training

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