Plan Advisors

Helping you choose the right health plan

Why Partner

Why Partner?

ACCELERATING YOUR MEDICARE BUSINESS SUCCESS

At Plan Advisors, our focus is on your business, partnering with you for success. Between appointments, paperwork, client relations, and staying up-to-date on the latest plans, policies, and changes, Medicare sales and beneficiary service can be grueling work. Our team alleviates the stress of Medicare sales and gives you the support you need to grow your business. We leverage our knowledge, industry experience, and carrier relationships to help you achieve a meaningful and sustainable career in Medicare.

Whether you need back-office support, the latest carrier news, marketing inspiration, sales tools – whatever your need – we want you to think “Plan Advisors first!”

ALL-ENCOMPASSING BROKER SUPPORT

When you partner with Plan Advisors, you get comprehensive support. Red tape, hard-to-find information, and antiquated processes shouldn’t inhibit good customer service and sales. With more than 30 years in the Medicare business – as both independent brokers and leaders within the organization of large national carriers – our team has the expertise to help you reduce the friction you experience working with carriers and clients. 

  • Compliance questions and review
  • Solving enrollment, billing, or claims issues
  • Help with onboarding, including adding new state appointments
  • You name it, we’ll help!

TOOLS AND TECHNOLOGY FOR YOUR MEDICARE BUSINESS

More than ever before, Medicare business is happening digitally. The traditional ways of doing business are becoming outdated as more seniors become tech-savvy and digitally-present. To keep up, brokers need an arsenal of digital tools in their tool belt. Through your partnership with Plan Advisors, you get access to the latest Medicare tools and technology.

  • Web Scope-of-Appointment tool
  • MedicareCENTER’s quoting, enrollment, and management platform
  • ProducerMAX’s Medicare-specific CRM
  • And more!

Invested in Marketing, Invested in Your Success

Building a book of business that sustains your livelihood takes more than a one-time approach to “getting your name out there.” To help you grow your business, we invest in your business through marketing. We’ve partnered with some of the best marketing experts in the nation to offer our brokers strategic lead generation opportunities.

  • Website creation program
  • Digital advertising campaigns 
  • Social media content creation and management
  • Advertising and promotional material design
  • Signage, promotional products, and stationery printing
  • Event, booth, and table support
  • Feedback and brainstorming on marketing ideas
  • The possibilities are endless!

REPRESENTING THE NATION’S TOP CARRIERS

Offering your clients the best service starts by offering them the best plans. By aligning with Plan Advisors, you can represent the top carriers across the nation through our 30+ carrier contracts. Explore the states below to see which carriers we represent in your region.

ACA Carriers

Medicare Carriers

RESOURCES TO KEEP YOU IN THE KNOW

In addition to these tools and support opportunities, Plan Advisors’ brokers can count on our website, weekly email communication, and Broker Portal to be their go-to source for the latest news, resources, and more! This is just another way we help you become a local Medicare expert for your community.

Explore some of our free resources here or get a taste of the exclusive resources we offer to our brokers.