Talk directly with our co-founders to see how we can take your business to the next level.
Get Contracted
Complete this form to gain access to our technology, marketing, training, support, and compliance solutions. We'll walk you through our simple onboarding process.
Quote Medigap, advantage plans, and supplements in one seamless presentation
Simplified Medicare presentation
Automated SOA Process
Automated age-in notification for primary and spouse
Marketing
Marketing for Medicare can be particularly challenging. Our proven marketing systems and compliant marketing materials will help you get in front of enough new clients 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
Agent or agency branded email and texting campaigns
CMS and carrier approved social media library
Proven mailers
Age-in lists
Local event/seminar promotion materials
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.
We go above and beyond ordinary measures to ensure proper and legal compliance
We help you safeguard your client, your professional license, and livelihood from any unfortunate mishaps
Automated data gathering compliance forms
Systems to ensure agents stay compliant and protected
Compliance training and best practices
At the end of the day, we’ve got your back!
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!
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!
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!
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.
