Get Contracted
Reach your full potential as a Health 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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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.
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Proven Marketing Activities
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.
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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
Learn from top agents in the industry
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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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
Compliance
Protect your book of clients and your livelihood by conducting your business compliantly.
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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
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!
Get Contracted
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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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