Agent Services

Agent Services

Administrative Support

We perform back-office support to allow you to focus on growing your book of business and client retention.

Carrier Relationships

As a top national producer, our long-standing carrier relationships allow us to remove obstacles for you and your members. Your voice will not get lost in the crowd.

Communications

Stay informed! Advocate Health Advisors agent communications, monthly newsletter, and website will provide you with useful information, industry news, tools, resources, and references throughout the year.

Digital Marketing

We provide compliant training, tools and resources to take your business online and across platforms.

Education & Training

Advocate University offers in-person and virtual training such as webinars, newsletters, and events to sharpen your skills and boost your performance.

Leads & Marketing

Learn the best practices to support your business plan and brand yourself in your community during AEP and the rest of the year (ROY).

Live Support

Our friendly, licensed, and certified team answers your call on the first ring.

Member Retention

We teach you when and how to reach out to your clients and help you do so. 80% of new sales come from your relationships with your current clients.

Online Enrollment Tools

All the features you want in a high performance, cloud-based system, using a consistent and compliance .

Personalized Business Plan

We help you build a book of business and generate a stream of revenue while helping your community.

Our Working Process

Advocate Health Advisors agents and agencies grow and serve their clients while helping their communities live healthier, happier lives! We believe in providing agent support before, during, and after the sale.

  • Before
  • During
  • After
  • Strategic Recruiting
  • Agent Contracting
  • Training & Certification
  • Customized Marketing Plan
  • Plan & Product Information
  • Leads & Marketing
  • Electronic Enrollment Tools
  • Plan Review
  • Materials & Supplies
  • Book of Business Management Assistance
  • Application Status
  • Member Issues
  • Commissions
  • Communications

Partner with the best!

Let’s talk about how we can provide you with exceptional services and support.

Contact Us