The Technology That Powers Your Agency’s Growth
Advantage Plus provides the tools you need to build a lasting Medicare business - No matter how the industry evolves.
BROKER MANAGEMENT
Monitor your team's production,
contracting, and platform
activity all in one place.
BROKER MANAGEMENT
The Finance tab gives agency principals clear visibility into commissions, overrides, and payments across their organization. Easily track payments by carrier, commission type, payment period, and audit status - all in one place.
“Our priority was finding a partner that could help us centralize operations while still putting agents first. We considered creating our own internal systems, but Advantage Plus offered a proven framework that accelerated our growth. Once we experienced their level of support and execution, the partnership was a clear fit.”
Thomas & Berg Kempmann.
The B2B Market Advisiors
Frequently Asked
Agency Principal Questions
The platform is a comprehensive set of technology and services purpose-built for top Medicare agents
and agencies to take their business to the next level.
For agents, we are their CRM, quoting and enrollment, marketing center, contracting and commissions systems all in one place. This means no double entry, and leads to a more efficient work experience – saved agents 600,000 cumulative hours in 2024.
For agencies, we are a single platform to manage agent production, contracting, and commissions, giving principals the data and support to best lead their teams.
Our platform is fully built in-house by the engineering team, and is made specifically for the needs of a Medicare agent and agency owner. It’s the result of feedback from thousands of brokers who use the platform daily.
Our platform helps agents and agencies:
• Consolidate all workflows into a single place: no more double or triple entry
Manage every carrier: submit applications and contracting requests, receive detailed, policy-level reporting, and get faster production and commission data directly from carriers
• Get on-demand help: Our world-class client service, contracting, and marketing teams support agents’ most critical business needs
Our ideal partner is an ambitious, innovative, and service-first agency committed to always doing the right thing for their agents and clients.
For downline agents, we provide a comprehensive technology platform that powers each layer of their business, from quote and enrollment to customer service.
For principals, we work closely together to accelerate recruitment, and we partner with their staff to streamline back-office operations, handling contracting, commissions, reporting, and more, so they can focus on the agent experience.
We hear again and again how the market is saturated, and agents are tired of hearing the same pitch. We offer agents a completely new way to run their business through our platform and services.
We make the platform and services your differentiation, and our sales and marketing teams are behind you as you grow your team.
Advantage Plus gives agency principals complete visibility into their organization. From a single dashboard, you can track production, contracting status, enrollment activity, and overall performance across your entire downline.
As a principal, your role isn’t just management — it’s leadership and coaching. Advantage Plus equips you with the insights and data needed to identify opportunities, support your agents, and guide your team toward sustainable growth.
With real-time reporting and a unified view of your hierarchy, you can stay informed, make smarter decisions, and lead your agency with confidence.