Get Contracted
Reach your full potential as a Group agent.
Health  |  Medicare  |  Group  |  Life  |  Supplements
The Compass Difference
We’ll help you incorporate new systems, technology, and marketing techniques to increase your bottom-line.
677
Agents Contracted
59
Agencies
576
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.
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Prospecting technology and lists
Automated employer compliance
Automated COBRA and ACA reporting
Automated employee enrollment
Streamlined servicing
Easy to understand flow charts
Presentation templates for all types of employer groups
Marketing
It is VITAL that Agents have the best and most efficient tools available to run their business. Our GROUP module allows you to be more efficient in group prospecting, quoting and presenting.
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Instantly access the industry's largest database of employer insurance insights
Insurance profiles and insights gathered and interpolated from dozens of data sources
Find qualified leads based on the industry’s largest variety of criteria
Easily engage with prospects by managing and exporting lead lists
Everything you need to successfully attack the group space
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.
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Bi-weekly training from our Group Director with over 30 years of experience
From small to large group we train on it all
We train agents at the highest levels of group compliance so they can add value to their employer clients
Carrier exclusive training
Annual Bootcamp
Intensive workshops
Support
Whether you're just getting started or a veteran agent, we give the support you need to take your business to the next level
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In-house quoting on all group business
Flow charts on how to handle any group situation or type
Group specialists will step in and help you whenever needed
Our Group Director, Marketing Directors, contracting team, and overall staff are ready and eager to help agents with their questions
Compliance
Become your clients' go-to risk & compliance resource. In fact, 95% of insurance buyers say it’s important, yet, only 56% of buyers say their broker fully provides this service. Meet and exceed this market demand by offering your clients a wide range of content, tools and applications.
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Share with clients trusted content maintained by a team of expert attorneys and writers
Showcase expertise by accessing foundational content around HR, employee benefits, state laws, recruitment and hiring, discipline and termination, health care reform, safety and wellness, and more
Easily outline and update a compliant employee handbook for all groups
Employers have concerns about staying compliant. We help agents support them at the highest level
We have all the tools and support for agents to ensure compliance for not only the employer, but for the agent as well
Ensure you provide timely client updates through email notifications and alerts when legislation changes
Agents can attract more group business simply through offering compliance resources
Take your business to the next level.
All agencies and agents have bottlenecks slowing their growth and we help YOU find the solution. The systems we’ve developed and refined over the years will make you more efficient and help grow your business.

Bottom-line: we’ll help you get more done in less time!
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Don't take our word for it.
Hear from the agents and agency owners who have experienced massive growth.
Our Carriers
Contract with over 100 of the top carriers in the nation!
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See what our carriers say about us.
Endorsements from the biggest names in the industry.
Custom Technology Platforms
We don’t piece together out of the box solutions. We have an end to end, proprietary solution for every line of business.

Our technology will help you become more efficient and automate daily, monotonous tasks, so you can focus on what you do best - supporting your clients at the highest level!
Custom Marketing Materials
Use our custom branding or white label our products to support your brand.
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Training
Our calendar is full of COMPASS trainings - we don’t cut corners and solely rely on carrier trainings. Our most valuable trainings are conducted by our top agents and line of business directors.

Our trainers are actively working in the field, so they have up to date knowledge on the industry and best practices.

May 2023

1
Compass Sales & Compliance Meeting
 
9
Medicare Agent Training
TBA
2
Medicare Agent Training
TBA
10
Agent Training
 
3
Agent Training
 
11
Agent Life Training
4
Agent Group Training
TBA
15
Compass Sales & Compliance Meeting
8
Compass Sales & Compliance Meeting
 
16
Medicare Agent Training
TBA
Support
Get support when you need it for all aspects of your business.
•   Instant support with technology, products, underwriting, and applications
•   Marketing director to help new agents with ANY questions
•   Extended open enrollment support
•   The chance to work side by side with the industry's best agents
•   Dedicated technology support team
•   Ticket system to resolve problems
•   Agent feature requests
•   Earn top-level street commissions
•   Support for reconciling your commissions
•   Detailed tracking and commission reports
•   Commission paid weekly
•   Central location with all key carrier information
•   No more searching for URLs or portals
•   Resource and fact sheets
•   Centralized training resources
Compliance
Protect your book of business by conducting your business compliantly.
•   CMS-compliant processes
•   Customer encryption services
•   Support with any conflict resolution
•   HIPAA-compliant data forms
•   Secure uploads
•   Avoid E&O claims and carrier
•   Compliant marketing materials
•   AHIP certification support
Get Contracted
Ready to take your business to the next level?
We look forward to earning your trust and helping you achieve your goals with our technology, marketing, training, support, and compliance solutions.
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