Broker Success Stories

When I chose to leave my position as a captive agent with a large national carrier, I turned to Plan Advisors for guidance. I wasn’t sure what steps to take to secure my existing book of business or how I would adjust to life on a commission only basis. Thanks to Lance, Karen, Fawniesha, Carlos, and Matt, I quickly learned that I was not alone and that I had everything at my disposal to be a very successful independent agent.

I’ve never actually met anyone on the team, but they feel like family. Lance has spent hours on the phone with me helping to solve problems, create marketing strategies, and understand plan options. He has been more than a friend or an upline broker, he has been my guide. I often call him “Guru” because he truly is for me.

Soon after going independent, smack in the middle of AEP, I learned that my husband had a serious, terminal illness. Plan Advisors became a life raft for me as I learned how to deal with this new reality. The team became not only my professional guides, but also a support system as I walk this uncertain path. Every step of the way, I can count on PA to be there for me and for my members. Whatever I need, they get to me. This makes it possible to be a great agent and a great caregiver and that is no easy task. I could not do this alone.

If you’re considering a switch, you will not find a better, more professional and caring company than Plan Advisors. If you’re just starting out, look no further, you have found your insurance home.

We started our partnership with Plan Advisors when they first started the business and have enjoyed complete and “ second to none” cooperation. Always in the willing mode, the entire staff is excellent in their responses and the timeliness of the responses. We have grown our business parallel with Plan Advisors and couldn’t have done it without their help and consideration.

Plan Advisors gives you all the tools you need to succeed in the Medicare marketplace without any of the games played by lesser FMOs. The company supports us in the spirit of service, and we are empowered to do the same for our members in our community. It allows the type of care we’d all want for our grandparents to be given nationwide through our more than 4,000 agents.

Plan Advisors has been instrumental in helping expand my business, and strengthening my efficiency and excellence for serving my clients.

Lance and his team have responded in a timely manner to each inquiry, my request for resources and making the path simpler in providing that special touch that my clients need from me. Their expertise, their passion to make my path smoother and the heart to prosper my clients is evident in their attention, attitude and consideration.

Every time I reach out, I am fully confident that I will get what I need to make my client’s life better. That confidence is built on the consistency of their response, and the respect and purpose they give to me and my clients each call, every time.

One example, of many, is Hanuman taking more than 30 minutes (at the end of his busy day, after normal working hours, as I am on the west coast) to help me understand how to better utilize the ProducerMax app, and to ensure I understand how to use it efficiently to use my time most effectively in serving new and current clients.

I am very grateful for their mission to move my business forward, and to improve the quality of my clients’ lives!