Advantage Plus Insurance Portal

Field Brokers & Independent Agents

Build your insurance business with a full agent platform behind you.

See how Advantage Plus gives field brokers and independent agents the technology, carrier access, training, marketing support, compliance resources, and client retention tools needed to grow with confidence.

Interactive walkthrough: See the Advantage Plus platform in action.
150+ Medicare Carrier Options
135+ Life, Final Expense & Annuity Options
35+ Ancillary Carrier Options
50% Approved Co-Op Marketing Support

Designed for agents who want to grow the right way.

Independent agents need freedom, but they should not have to build alone. Advantage Plus gives you the tools, resources, and support to write business, stay organized, protect your clients, and grow beyond a single product line.

01

Carrier Access

Access Medicare, Life, Final Expense, Annuity, Individual Health, Group, Dental, Vision, Hospital Indemnity, and ancillary opportunities.

02

Agent Technology

Use tools for quoting, enrollment, CRM activity, provider search, plan comparison, client communication, and business organization.

03

Real Support

Get practical support with onboarding, contracting, carrier questions, training, compliance resources, marketing, and retention.

Everything you need to operate like a professional agent.

Your clients expect answers, clarity, and service. Your agency should give you the resources to deliver that experience.

  • Quoting and enrollment support
  • Carrier request and contracting resources
  • Provider search and plan comparison support
  • Agent portal and resource library access
  • Training, webinars, guides, and field education
  • Marketing resources, campaigns, and co-op support
  • Compliance guidance and documentation support
  • Client retention tools and year-round outreach resources

Built for independence with support.

We believe agents should have the freedom to build their own business while still having a national agency, support team, technology platform, marketing resources, and compliance-minded structure behind them.

Resources built around the field agent experience

Field brokers do not just need contracts. They need practical resources that help them prospect, present, enroll, service, and retain clients.

MK

Marketing

Access marketing support, social content, event materials, co-op opportunities, and branded resources.

TR

Training

Use live webinars, onboarding education, product guidance, compliance training, and field support.

CR

Cross-Selling

Expand into Life, Final Expense, Annuities, Individual Health, Group, and ancillary products.

RT

Retention

Stay in front of clients with newsletters, birthday cards, AEP surveys, welcome letters, and outreach resources.

Advantage Plus vs. working alone

Independence is powerful, but building without support can slow agents down. Advantage Plus gives independent agents the infrastructure to compete at a higher level.

Working Alone

  • You manage carrier requests by yourself
  • You find your own tools and systems
  • You build marketing from scratch
  • You handle client retention manually
  • You search for training when you need help
  • You may miss cross-selling opportunities
  • You have limited backend support

With Advantage Plus

  • Carrier access and contracting support
  • Agent portal and business resources
  • Marketing support and co-op opportunities
  • Client retention and outreach resources
  • Training, webinars, guides, and agent education
  • Multi-line growth opportunities
  • Support team and national agency infrastructure

Built to help you write, service, and retain business.

A strong insurance business is not built on one sale. It is built on relationships, product knowledge, follow-up, retention, and year-round service.

Write Use carrier access, quoting tools, enrollment support, and training to help clients choose appropriate options.
Service Stay organized with resources that help support clients after enrollment and during plan changes.
Retain Use client communication, education, AEP outreach, and year-round retention resources to protect your book.

Grow beyond one product line.

Many agents start with Medicare, but the strongest agents learn how to serve more of the client’s needs. Advantage Plus supports multiple product lines so agents can build deeper, more valuable relationships.

  • Medicare Advantage
  • Medicare Supplement
  • Prescription Drug Plans
  • Life Insurance
  • Final Expense
  • Annuities
  • Individual Health Insurance
  • Group Health Insurance
  • Dental, Vision, Hospital Indemnity, and ancillary products

Why multi-line matters

Clients often need more than one solution. By expanding into additional product lines, agents can provide broader support, increase client value, improve retention, and build a more durable book of business.

How to get started

We keep the process simple so you can move from interest to action quickly.

Apply

Complete the agent onboarding form and tell us about your license, states, products, and goals.

Contract

Request carriers, complete paperwork, finish certifications, and prepare for ready-to-sell status.

Launch

Access tools, training, resources, marketing support, and guidance to begin writing business.

Grow

Use retention, cross-selling, events, co-op, and ongoing support to build long term.

Frequently asked questions

Common questions from field brokers and independent agents.

Is Advantage Plus only for Medicare agents?

No. Medicare is a major focus, but Advantage Plus also supports Life, Final Expense, Annuities, Individual Health, Group Health, Dental, Vision, Hospital Indemnity, and ancillary products.

Can independent agents contract with Advantage Plus?

Yes. Advantage Plus supports independent agents, field brokers, experienced producers, newer agents, agency owners, and subagency partners.

Do agents receive marketing support?

Yes. Approved agents may access marketing resources, campaign guidance, event support, branded materials, and eligible co-op opportunities depending on program rules and approval.

Do you help new agents?

Yes. New agents can receive guidance around onboarding, contracting, carrier certifications, product education, tools, and training resources.

Do agents get technology access?

Eligible agents may access tools for quoting, enrollment, CRM activity, provider search, plan comparison, client communication, and agency resources depending on appointment and program status.

Ready to build with Advantage Plus?

Join a national insurance agency built to support field brokers and independent agents with carrier access, technology, training, marketing, compliance resources, retention tools, and long-term growth support.

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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