how we support our medicare agents

We will take you beyond essential product knowledge and provide you with the confidence and expertise you need to generate more business. To heighten your business aptitude, you must recognize that your clients in the senior market have far reaching insurance and financial needs. As importantly, they are wealthiest demographic in the country with the means to make informed financial decisions. 

By partnering with our team of dedicated insurance and financial planning specialists, we will position you and your practice with abilities to meet their needs, and grow you business to newfound heights.

CBU Advantage  has access to the latest enrollment tools in the industry. Utilizing a web- based enrollment platform, our agents can enroll their clients into the most competitive plans. It is now easier than ever to store SOA’s, customize quotes using a client’s Rx regimen, and enroll.

Other benefits include offering year-round training and marketing opportunities, as well as:

• Agent Action Plans – Marketing strategies from “The Best of the Best Agents”
• Producer Forums throughout the entire year with keynote speakers
• Partner with financial advisors, mentors and managers
• Continuous education and training
• Multiple technology platforms to outpace the competition
• Commission audit and tracking
• Compliance reviews for marketing materials