Agent Advisors
Services That Support Your Health Plan’s Success
The goal of UnityAdvisors Medicare is to set up effective networks of dedicated agent advisors through recruitment, training, strategic marketing, and management. Our trainings, consulting and programs are synchronized with CMS rules and regulations. We provide insurance plans with teams of non-exclusive and “exclusive agent” advisors that will promote and enroll prospective members into your health plan products.
Our agent/advisor networks act as a primary contact for the beneficiary, assisting them with any questions that they may have about their coverage. Once in the field, agents continue to enjoy the support of our experienced management team as they are guided daily by phone, text and in-person ride alongs. UnityAdvisors Medicare’s senior management industry veterans, based in our Wexford, PA office, provide the resources and use their up-to-date knowledge of the industry to ensure success for our clients.
Our agent advisors are continuously supported by the expertise of the professionals at UnityAdvisors Medicare. All of our agents are knowledgeable in best practices, from lead generation to dealing with beneficiary issues to closing sales.
Unity Advisors Provides
- Industry required certification
- Client product training
- Personal one-on-one coaching
- Prospect leads obtained within CMS guidelines
- Seminar meetings to engage prospects
- Email services, including digital campaigns
- Office Location for prospect meetings