Easily add new lines of business or earn passive income through our referral program.
Proven model to easily integrate ACA and Medicare for P&C Agencies
AHIP and FFM certification support
Auto-generated custom client presentation
Average first-year commission of $843 per new client
Industry-leading new agent training
Proprietary ACA and Medicare quoting platform
Open Enrollment and cross-selling campaigns
Expediated onboarding and contracting
AI assistant re-enrollment process
Top level commissions
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SUCCESS
We have multiple avenues for success.
We offer three unique pathways for P&C Agents or Agencies to engage in a progressive partnership.
1
Utilize a Compass Agent
We’ll assign a Compass agent to join your team in order to sell ACA and Medicare products that you will earn override on.
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2
Get Contracted
Expand your book of business and knowledge by adding new lines of business to your portfolio with a community that thrives on your success.
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3
Referral Program
Make passive income with no hassle and all the benefits by forwarding ACA and Medicare referrals.
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DIFFERENCE
Why join Compass?
We’ll help you incorporate new systems, technologies, and marketing techniques to increase your bottom-line.
354
Agents
40
Agencies
204
Carriers
42
Custom Apps
Technology
It’s vital that agents have the most efficient tools available to run their business. Our industry-leading techology 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 nationwide
Easily analyze plans side-by-side
Automate your quoting, presentation, analysis, and client follow-up
Send all follow-up costs, benefits, and brochures with one click
Educate prospects the right way for industry-leading persistency
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Marketing
The biggest bottleneck for new and veteran agents is getting in front of new clients. We’ll help you outline a personalized marketing plan to 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 with custom banners and promo materials
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Training
Our carriers consistently praise our trainings as the best in the industry. We train our agents on everything from legislation changes to product updates.
Exclusive, live, weekly trainings from the top agents in the industry
Exclusive, live trainings from carriers
Annual Open Enrollment Bootcamp (the Health Insurance Industry’s top conference)
In-depth, line-of-business-specific mini-bootcamps
AHIP Days and certification support
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Support
Whether you’re a veteran agent or you’re just getting started, we give you the support you need to take your business to the next level.
Access to instant support with technology, products, underwriting, and applications
Commission reconciliation support
Access to central resources with agent guides and product brochures
Support with all Compass systems and processes
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Compliance
Our proven systems and processes will help you conduct your business compliantly and protect your book of business and your livelihood.
Automated data-gathering compliance forms
CMS compliant systems
Systems to ensure agents stay compliant and protected
Compliance training and best practices
Secure uploads and encryption services
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Testimonials
See what our carrier partners say about us.
Check out testimonials and endorsements from some of the biggest names in the industry.
Ready to take your business to the next level.
We look forward to helping you achieve your goals with our technology, marketing, training, support, and compliance solutions.
© 2024  Compass Insurance Advisors LLC
38 East Scenic Pointe Drive, Suite 140
Draper, UT 84020
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