Answers for agents, agencies, partners, and organizations considering Advantage Plus.

Advantage Plus Insurance Agency is a national insurance agency and agent support platform built to help independent agents, agency owners, subagencies, and partners grow with more structure, support, technology, carrier access, compliance guidance, and marketing resources.

We support independent Medicare agents, life and health agents, agency owners, subagencies, medical groups, IPAs, provider offices, community partners, and insurance professionals who want a stronger platform behind them.

No. Medicare is a major part of our platform, but we also support Life Insurance, Final Expense, Annuities, Individual Health, Group Health, Dental, Vision, Hospital Indemnity, and other ancillary products.

We are not just a place to get contracted. Our platform is designed to help agents operate better with contracting support, training, compliance resources, marketing support, CRM and technology tools, retention campaigns, carrier access, and real backend agency infrastructure.

Agents can begin by completing the onboarding process through our website. Once submitted, our team will review your information and help guide you through the appropriate contracting steps.

Start here: Agent Onboarding

Advantage Plus supports a broad carrier portfolio across Medicare, Life, Final Expense, Annuities, Individual Health, Group Health, and ancillary products. Carrier availability may vary by state, product line, appointment status, and carrier approval.

Yes. Agents can request additional carriers as their business grows, based on state availability, licensing, certification, product fit, and carrier requirements.

Yes, agents generally need an active insurance license for the product lines and states they plan to sell in. If you are still working through licensing, our team can point you toward helpful licensing resources.

We provide guidance and reminders around carrier certifications, AHIP, product training, and annual requirements. Agents are responsible for completing and maintaining all required certifications.

Depending on appointment status and program eligibility, agents may receive access to tools for quoting, enrollment, CRM activity, carrier requests, provider lookup, plan comparisons, retention campaigns, commission reporting, and agent resources.

Yes. Qualified and properly certified agents may use approved quoting and enrollment tools to compare plan options and help clients enroll when permitted by carrier, CMS, state, and product rules.

Yes. Advantage Plus supports retention through client outreach resources, newsletters, birthday cards, AEP surveys, welcome letters, and other communication tools designed to help agents stay connected with clients year-round.

Agency-level access and reporting may be available for approved agency owners and subagency partners. This can help track contracting, production, activity, and support needs across a team.

Yes. We support agents and agencies with marketing resources, campaign guidance, approved co-op opportunities, event support, branded materials, and education around compliant outreach.

Approved agents and partners may qualify for co-op marketing support on eligible campaigns. Co-op availability, reimbursement, documentation requirements, and approval rules may vary by program, product line, and campaign type.

Advantage Plus may provide access to preset appointment programs for eligible agents. Program availability, cost, reimbursement, geography, and requirements may vary.

Yes. We support qualified agents and agencies with educational events, community events, provider events, retail opportunities, seminar support, and recruiting events where applicable.

Yes. We can support agency owners and subagencies with recruitment resources, presentations, onboarding workflows, events, and training resources to help build a stronger team.

Commission payment structure depends on the carrier, product line, appointment type, contract level, hierarchy, and applicable program rules. Some carriers may pay agents directly, while other programs may follow different payment arrangements.

Renewal structure depends on the carrier, product, contract type, agent status, and applicable rules. Advantage Plus is focused on helping agents build long-term, sustainable books of business.

Reporting access may be available through carrier portals, agency systems, or approved technology platforms depending on your appointment structure and product line.

Commission questions should be submitted through the appropriate Advantage Plus support channel so the team can review the carrier, policy, writing agent, effective date, payment period, and contract structure.

Yes. Advantage Plus provides compliance resources, guidance, training, documentation support, and education to help agents understand important requirements. Agents remain responsible for following all federal, state, carrier, CMS, and product-specific rules.

Medicare call recording requirements may apply depending on the type of call, product, marketing activity, and current CMS/carrier rules. Agents should follow current CMS, carrier, and agency guidance before conducting sales or enrollment-related calls.

For Medicare Advantage and Part D sales appointments, agents must follow CMS Scope of Appointment requirements when applicable. Proper documentation protects the client, the agent, and the agency.

We believe strong compliance protects beneficiaries, protects agents, protects agencies, and builds a healthier long-term industry. Growth without compliance creates risk. Our goal is to help agents grow the right way.

Yes. Advantage Plus works with agency owners, subagencies, and growth-focused teams that want stronger support, carrier access, training, technology, marketing resources, and backend infrastructure.

Yes. Approved subagency structures may be available depending on production, compliance standing, carrier requirements, hierarchy setup, and partnership approval.

Yes. The Advantage Plus Partner Program is designed for agents, agencies, and strategic partners looking for a stronger growth platform. It may include leadership access, advisory participation, co-op opportunities, referral agreements, recruiting support, and advanced partnership opportunities.

Learn more here: Partner Program

Yes. Advantage Plus can work with medical groups, IPAs, provider offices, and community organizations where appropriate to support education, patient guidance, compliant events, and agent/provider collaboration.

The first step is to complete the onboarding form so our team can review your information and guide you through the next steps.

Start here: Agent Onboarding

Timing depends on licensing, carrier appointment requirements, certifications, contracting paperwork, background checks, and how quickly required documents are completed.

Agents should be prepared to provide basic contact information, license information, state appointments, product interests, carrier requests, business information, E&O details if applicable, and any required contracting documents.

You can contact our team through the Contact Us page and we will help direct your question to the correct department.

Contact us here: Contact Advantage Plus