National Insurance Agency • Medicare • Life • Ancillary • Health

Advantage Plus Insurance Portal

Agent Resources

Everything agents need to build, grow, protect, and manage their insurance business.

Access tools, training, guides, marketing resources, compliance support, carrier information, onboarding help, retention resources, and agency growth support — all built to help agents succeed with Advantage Plus.

Training Live, recorded, and on-demand agent education
Marketing Campaigns, co-op support, events, and branded resources
Compliance Resources to help agents grow the right way
Retention Tools to help protect and service your book

Your resource center for every stage of your business

Whether you are a new agent, experienced producer, agency owner, subagency, or partner, this page is designed to help you quickly find the resources you need.

01

New Agent Resources

Start with onboarding, contracting, licensing, carrier certifications, AHIP, training, and portal access.

Start Onboarding
02

Carrier & Product Resources

Find carrier information, product categories, plan resources, portfolio access, and product-line expansion support.

View Carriers
03

Training & Education

Access training, Medicare education, product guidance, compliance topics, sales process support, and webinars.

Learning Center
04

Compliance Resources

Find compliance guidance, documentation reminders, reporting resources, CMS-related information, and best practices.

Compliance Center
05

Marketing Resources

Access marketing support, campaign guidance, social media resources, event promotion tools, and co-op information.

Partner Program
06

Advocacy Resources

Stay informed on Advantage Plus advocacy efforts for agent rights, beneficiary protection, and responsible industry reform.

Advocacy Center

Agent portal and business tools

Advantage Plus gives agents access to tools and resources designed to help organize daily activity, support client conversations, manage carrier requests, and grow with more structure.

  • Agent portal access and resource library
  • Quoting and enrollment support tools
  • Carrier request and contracting resources
  • Plan comparison and provider search support
  • CRM and client management resources
  • Commission and production support where available
  • Training, webinars, guides, and downloadable materials
  • Client retention and year-round outreach resources

Resource library

Use this section to organize your most important agent resources in one place. You can add more links as new pages, guides, downloads, videos, and tools become available.

Agent Toolkit A complete guide to Advantage Plus resources, support, tools, and agent growth opportunities. Open Resource
Provider Toolkit Resources for agents working with provider offices, medical groups, IPAs, and community partners. Open Resource
Carrier Portfolio Explore product lines and carrier access across Medicare, Life, Ancillary, Health, Individual, and Group. Open Resource
Medicare Learning Center Educational resources to help agents and consumers better understand Medicare topics. Open Resource
Compliance Center Compliance guidance, reporting resources, documentation reminders, and responsible growth support. Open Resource
Advocacy Center Advantage Plus advocacy efforts around beneficiary protection, agent rights, and industry reform. Open Resource
Agent Store Access Advantage Plus branded merchandise, apparel, and agent-facing materials where available. Open Resource
Contact Support Reach the Advantage Plus team for questions about onboarding, contracting, support, or next steps. Contact Us

Resources built around real agent needs

Agents need more than a contract. They need tools, training, marketing support, compliance guidance, client retention resources, and a team that understands what it takes to build in today’s insurance market.

Contracting Get support with carrier requests, onboarding, certifications, and appointment steps.
Marketing Access branded resources, campaign ideas, events, and approved co-op opportunities.
Compliance Use resources designed to support documentation, education, and responsible growth.
Retention Stay connected with clients through year-round outreach and communication resources.

How to use this resource center

This page is designed to help agents find the right resource quickly and know what to do next.

Start

New agents should begin with onboarding, licensing, carrier requests, AHIP, and portal access.

Learn

Use the Learning Center, training resources, guides, webinars, and product education to improve your knowledge.

Build

Use marketing resources, events, co-op opportunities, and carrier expansion to grow your business.

Protect

Use compliance, retention, documentation, and year-round client communication to protect your book.

Need something specific?

If you are looking for a carrier request, commission question, marketing material, compliance guidance, training link, event support, or onboarding help, contact the appropriate Advantage Plus team so your request can be routed correctly.

  • Include your full name and state
  • Include your license status if applicable
  • Include the carrier or product line involved
  • Attach supporting documents when needed
  • Be specific about the month, client, policy, or issue if requesting commission support

Built for agents, agencies, and partners

Advantage Plus resources are designed to support the full insurance ecosystem — from individual producers to agency owners, subagencies, provider partners, medical groups, IPAs, and community organizations.

  • Independent agents
  • Agency owners and subagencies
  • Medicare, Life, Health, and Ancillary producers
  • Medical groups and IPAs
  • Provider offices and community partners
  • Recruiting and growth partners

Ready to access more Advantage Plus resources?

Join a national insurance agency built to support agents and agencies with contracting, training, marketing, compliance, technology, client retention, and long-term growth resources.

Product availability, carrier access, technology, support programs, compensation, co-op support, and resources may vary by state, carrier, product line, approval, compliance standing, and production level.
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