Are you an insurance agent focused on Health, Medicare, Group, Life or Supplements?
Book a call to learn how you can leverage Compass's proprietary technology, marketing techniques, in-depth training, and individual support to streamline, innovate, and maximize your business’s full potential.
All of our industry leading tools are at no cost to you. You may even qualify for $75 in lead credit!
The Compass Difference
We’ll help you incorporate new systems, technology, and marketing techniques to increase your bottom-line.
350
Agents Contracted
40
Agencies
150
Carriers
42
Custom Software Apps
Technology
It is VITAL that Agents have the best and most efficient tools available to run their business. Our technology systems were built in-house FOR agents BY agents to increase your efficiency.
Quote health, supplements, and life in one seamless presentation
Quote every available ACA product nation-wide!
Easily analyze plans side-by-side
Automate your quoting, presentation, analysis, and client follow-up
With one-click send all follow-up costs, benefits, and brochures
Educate prospects the right way for industry leading persistency
Marketing
The #1 bottleneck for new and veteran agents alike is getting in front of new clients. At Compass, we help you outline a personalized marketing plan so that you can keep your pipeline full.
Personalized marketing plan reviewed by a top agent
Leading insurance marketing/prospecting education
Lead credit program based on production
Referral partner program
Personalized WEBSITE (not just a page on our site)
Done-for-you and compliant social media marketing
Local event support - w/ custom banners and promo materials
Custom business cards and marketing materials
White-label all our tools, materials, and resources to reflect your brand
Training
Carriers often say that Compass provides the best training in the industry. We train our agents on everything from legislation changes to product updates.
