National Insurance Agency • Medicare • Life • Health
Agent Support • Compliance • Growth

Advantage Plus Insurance Portal

Free Medicare Agent Agency Checkup

Is Your Agency Costing You Money?

Most agents never realize how much support, compensation and opportunity they may be giving up until they compare. Complete this confidential agency checkup and see how your current partnership measures up.

Approximately 2 minutes No obligation Confidential review
Free No payment or obligation
Confidential Your inquiry stays private
Fast Complete in about 2 minutes
Agent-Focused Built around real agent needs
Know what your partnership is worth

A contract alone is not agent support.

The right agency relationship should protect your book, support your clients, invest in your production and give you the resources to build a stronger business.

01

Review your current support

Evaluate the tools, responsiveness, marketing assistance and operational support you receive today.

02

Identify possible gaps

Discover areas where your current agency relationship may not be keeping up with your production or business goals.

03

Explore your options

Request a private conversation with no pressure, no obligation and no requirement to make an immediate change.

Free agency assessment

How well is your current agency serving you?

Answer ten simple questions. Your results will appear immediately after the final question.

Agency Checkup Question 1 of 10
Compensation

Do you receive the full commission level you qualify for based on your experience and production?

Please select an answer before continuing.
Book ownership

Is it clearly documented that you own your book of business and client relationships?

Please select an answer before continuing.
E&O coverage

Does your agency provide complimentary Errors & Omissions coverage when you meet reasonable eligibility requirements?

Please select an answer before continuing.
Marketing

Does your agency financially support approved marketing, leads, events or growth campaigns?

Please select an answer before continuing.
Agent support

When you have a carrier, commission or contracting issue, can you reach someone who takes ownership of it?

Please select an answer before continuing.
Training

Does your agency provide practical sales, product, compliance and business-development training throughout the year?

Please select an answer before continuing.
Technology

Do you have easy access to modern quoting, enrollment, carrier, resource and business-management tools?

Please select an answer before continuing.
Client retention

Does your agency help you stay connected with existing clients throughout the year?

Please select an answer before continuing.
Release policy

Do you understand your agency's release policy, and can you leave without unreasonable restrictions?

Please select an answer before continuing.
Overall value

If you were choosing an agency today, would you confidently select your current agency again?

Please select an answer before continuing.
0 out of 100
Your agency checkup result

Your result

    Private agency comparison

    See how Advantage Plus compares.

    Learn what your business could look like with stronger support, meaningful resources and an agency relationship built around agent growth.

    ✓ 100% commissions and renewals
    ✓ Ownership of your book and client data
    ✓ Marketing, lead and event support
    ✓ Training, technology and carrier assistance
    ✓ Opportunities to grow your own agency
    Ready to compare?

    Book a private agency demo.

    Complete the short form on our Book a Demo page. A member of our team will contact you to learn about your business and show you how Advantage Plus can support your growth.

    Book My Private Demo →

    No obligation to transfer contracts or change agencies.

    What should a strong agency provide?

    Compare more than commission levels.

    Compensation matters, but the total value of an agency relationship also includes ownership, support, technology, marketing and the freedom to build your business.

    $

    Commissions and renewals

    Understand whether you receive the full compensation and renewal opportunity available for your level of production.

    B

    Book and data ownership

    Know who owns your book, client information and future renewal value if your agency relationship changes.

    M

    Marketing investment

    Compare available lead programs, co-op opportunities, events, business cards and other agent-growth resources.

    S

    Operational support

    Evaluate whether you have reliable assistance for carrier, contracting, commission and client-related issues.

    T

    Training and technology

    Review the platforms, sales tools, resources and ongoing training available to help you work efficiently.

    R

    Release flexibility

    Understand the release process before you need it and identify waiting periods or restrictions that may affect your options.

    Your inquiry stays confidential.

    Advantage Plus will not contact your current agency, FMO or uplink. Booking a demo does not obligate you to transfer contracts, move your book or make an immediate decision.

    Frequently asked questions

    Before you compare agencies

    No. Your inquiry is confidential. Advantage Plus will not contact your current agency, FMO or uplink regarding your request.
    No. The first step is simply to understand your current position and available options. Carrier transfer requirements and release rules vary, so any potential transition should be reviewed individually.
    Yes. There is no charge to complete the agency checkup or book a private demo, and there is no obligation to contract.
    Yes. New agents can use the assessment to understand what they should evaluate before selecting an agency or FMO.
    No. Booking a demo does not initiate a carrier transfer, release request or contracting submission. It is only a private conversation about your business and available options.

    Do not settle without comparing.

    You built your business. Make sure your agency relationship is helping you protect it, grow it and receive the support you deserve.

    Book My Private Agency Demo →
    Scroll to Top