Get Contracted
Reach your full potential as a Life 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.
826
Agents Contracted
68
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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Proprietary CPN Life module
Automate all Term and IUL quoting
Streamlined and proven life presentation
Email detailed recommendations in one click
Integrations with iPipeline
Life insurance needs calculator
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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Our life marketing systems help you integrate life into all other lines of business.
Systems that will help you cross sell life to a large majority of your clients
State-of-the-art studio for professional content creation
Automated cross-selling campaigns
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 Life Director with over 30 years' experience
From Term and IULs to everything in-between, we train on it all
Our trainings will help you always put your client in the best position possible
Exclusive carrier trainings for Compass agents only
Annual summer Mini-Bootcamp focused ONLY on life
Annual Bootcamp with life 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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Our Life Director, Marketing Directors, contracting team, and overall staff are ready and eager to help agents with their questions
End to end support from application submission to case approval
Our Life Support team will take over after the sale has been made. Take the application, schedule the paramed, oversee case management, and then pass it back to the agent once the case have been approved
We can without question help you cross-sell sell more life!!
Compliance
Protect your book of clients and your livelihood by conducting your business compliantly.
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Automated data gathering compliance forms
Systems to ensure agents stay compliant and protected
Compliance training and best practices
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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