Live New Agent Training Series

Advantage Plus Medicare Sales Academy

A six-week live training and development program designed to help new and aspiring Medicare agents understand the industry, develop practical sales skills, use the right technology and begin building a successful Medicare business.

● Every Tuesday

◷ 4:00 PM Pacific Time

▣ July 21–August 25, 2026

◎ Six Live Sessions

View Sessions & Register Learn About Advantage Plus

Your Medicare Career Starts Here

Learn. Practice. Launch.

Attend individual sessions or complete the entire six-week academy to build a strong Medicare sales foundation.

✓ Medicare education explained in practical language
✓ Live quoting and enrollment demonstrations
✓ Sales, compliance and marketing guidance
✓ Resources to help new agents begin producing

Seats Are Limited — Registration Is Required Register separately for each Tuesday session you plan to attend. Select your sessions below before seating fills.

Built for New Medicare Agents

More Than Training—A Clear Path Into Medicare Sales

The Advantage Plus Medicare Sales Academy combines education, technology, sales development and agency support to help new agents move from uncertainty to action.

Understand Medicare

Learn Medicare fundamentals, plan types, eligibility, enrollment periods and the terminology every agent needs to understand.

Learn How to Sell

Build a repeatable sales process covering fact-finding, plan presentation, compliance, objection handling and enrollment.

Build Your Business

Explore practical ways to generate leads, earn referrals, retain clients and develop a long-term Medicare book of business.

Who Should Attend

Designed for Agents at the Beginning of Their Journey

No Medicare sales experience is required. The academy is open to individuals exploring the industry and licensed agents preparing to begin selling.

Newly licensed insurance agents
Agents who are new to Medicare sales
Individuals considering an insurance career
Agents moving from another insurance market
Existing agents seeking a Medicare refresher
Agents looking for stronger agency support

What You Will Learn

Practical Skills You Can Use in the Field

By completing the program, participants should have a clearer understanding of Medicare sales and the steps needed to begin building their business.

Explain Original Medicare, Medicare Advantage, Part D and Medicare Supplement
Identify common eligibility and enrollment periods
Conduct a compliant Medicare sales appointment
Compare plans, providers, benefits and prescriptions
Use quoting, enrollment and agent technology
Develop a lead-generation and follow-up plan
Improve client retention and referral opportunities
Understand how Advantage Plus supports agents

Six-Week Live Training Series

Register for Each Tuesday Session

Every session begins at 4:00 PM Pacific Time and focuses on a different part of becoming a knowledgeable, confident and productive Medicare agent.

Week 1

Medicare Fundamentals

Begin with a clear understanding of Medicare, how the program is structured and the terms agents use every day.

▣ Tuesday, July 21, 2026

◷ 4:00 PM Pacific Time · Approximately 1–2 hours

Session Topics

Introduction to Medicare
Medicare Parts A, B, C and D
Original Medicare
Medicare Advantage
Medicare Supplement plans
Prescription Drug Plans
Medicare eligibility
Initial Enrollment Period
Annual Enrollment Period
Open Enrollment Period
Special Enrollment Periods
Common Medicare terminology
How Medicare agents are compensated
Basic compliance expectations

Week 2

Medicare Products & Carriers

Learn how Medicare products differ and how to evaluate plans based on a client's doctors, prescriptions and healthcare needs.

▣ Tuesday, July 28, 2026

◷ 4:00 PM Pacific Time · Approximately 1–2 hours

Session Topics

Medicare Advantage plan types
HMO and PPO plans
Medicare Supplement plans
Standalone Part D plans
Dual Eligible Special Needs Plans
Chronic Condition Special Needs Plans
Carrier differences
Plan networks
Primary care providers
Specialists and medical groups
Provider directory searches
Prescription formularies
Pharmacy networks
Comparing plan benefits
Matching a client with the right plan

Week 3

The Medicare Sales Process

Develop a compliant and professional process for speaking with prospects, identifying needs and presenting plan options.

▣ Tuesday, August 4, 2026

◷ 4:00 PM Pacific Time · Approximately 1–2 hours

Session Topics

Understanding the Scope of Appointment
Preparing for a client appointment
Opening the conversation
Building trust with beneficiaries
Conducting a needs assessment
Reviewing doctors and specialists
Reviewing prescriptions and pharmacies
Understanding client priorities
Presenting plan options clearly
Explaining benefits and costs
Handling common objections
Maintaining compliance
Asking for the enrollment
Setting client expectations
Post-enrollment follow-up

Week 4

Technology & Enrollment Tools

See how agents use digital tools to research plans, compare benefits, enroll clients and manage their business.

▣ Tuesday, August 11, 2026

◷ 4:00 PM Pacific Time · Approximately 1–2 hours

Session Topics

Advantage Plus Agent Portal
SunFire quoting and enrollment
Plan comparison tools
Provider searches
Prescription drug lookups
Electronic Scope of Appointment
Electronic enrollment applications
Reviewing application details
Submitting an enrollment
Tracking application status
Client relationship management
Documenting client interactions
Organizing prospects and follow-ups
Call-recording requirements
Common technology mistakes

Week 5

Marketing & Lead Generation

Explore practical and compliant ways to find clients, build local relationships and create a consistent flow of opportunities.

▣ Tuesday, August 18, 2026

◷ 4:00 PM Pacific Time · Approximately 1–2 hours

Session Topics

Building a natural market
Generating client referrals
Turning 65 opportunities
Community outreach
Educational Medicare events
Retail and community programs
Provider office relationships
Pharmacy relationships
Senior centers and community groups
Social media basics
Digital marketing opportunities
Direct-mail campaigns
Purchased lead programs
Lead follow-up systems
Creating a 30-day marketing plan

Week 6

Growing Your Medicare Business

Bring everything together with a practical plan for production, client service, retention and long-term business growth.

▣ Tuesday, August 25, 2026

◷ 4:00 PM Pacific Time · Approximately 1–2 hours

Session Topics

Creating a daily activity plan
Setting realistic production goals
Managing prospects and clients
Client onboarding
Annual client reviews
Client retention strategies
Generating ongoing referrals
Cross-selling opportunities
Building recurring renewals
Time management
Tracking business activity
Planning for AEP and year-round sales
Developing a personal brand
Building an agency or team
Next steps with Advantage Plus

What to Expect Each Tuesday

A Practical, Interactive Training Experience

Sessions combine structured education with demonstrations, real-world examples, discussion and time for participant questions.

Welcome

Introductions and weekly training objectives

Training

Instructor-led education on the week's core topic

Live Demo

Tools, plan research, enrollment or sales examples

Practice

Exercises, role-playing and implementation

Q&A

Open questions with the Advantage Plus team

Academy Resources

Tools to Support Your Development

Participants receive practical guides and resources to reinforce the material covered during the live sessions.

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Medicare Fundamentals Guide

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Enrollment Period & SEP Reference

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Medicare Sales Appointment Checklist

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Needs Assessment Worksheet

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Provider & Prescription Search Guide

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Sales Scripts & Objection Responses

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Lead-Generation Planning Worksheet

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New Agent Business Launch Checklist

Build With Advantage Plus

Looking for More Than Just a Medicare Contract?

Advantage Plus Insurance Agency is a national insurance agency built to give independent agents the contracts, technology, training, resources and support needed to grow.

Competitive commissions and renewals
Ownership of your book of business
Access to multiple carrier contracts
Quoting and enrollment technology
Agent portal and business resources
Ongoing live training and support
Marketing and lead opportunities
Client retention resources
Agency growth opportunities
National platform with local support

Ready to Become an Advantage Plus Agent?

Learn more about the agency, explore available opportunities and begin the contracting process.

Join Advantage Plus

Licensing, carrier certification, appointment and compliance requirements apply.

Frequently Asked Questions

Medicare Sales Academy FAQ

Do I need Medicare sales experience?

No. The academy is designed for new agents, aspiring agents and insurance professionals who are new to Medicare.

Do I need to be contracted with Advantage Plus?

The academy is open to prospective and existing agents. Certain carrier systems and activities may require an active contract and certification.

Do I have to attend all six sessions?

Completing the entire program is encouraged, but each session has a separate registration link so agents may register for individual weeks.

When are the sessions held?

Sessions are held every Tuesday at 4:00 PM Pacific Time, beginning July 21, 2026 and continuing through August 25, 2026.

How long is each session?

Each training is expected to run approximately one to two hours depending on the topic, demonstrations and participant questions.

How do I register?

Select the registration button under each week's session. Registration must be completed separately for each Tuesday training you plan to attend.

Seats Are Limited—Reserve Your Sessions Today

Review the full six-week schedule and register separately for each Tuesday session you plan to attend.

View Sessions & Register