Medicare Agent Training Guide

Introduction

Throughout the planning and structuring of this guide, we resolved to use no wasted words while still providing the necessary foundation for a 21st Century Medicare insurance agent to succeed. Helping us construct and edit this guide were multiple professionals with decades of combined insurance experience. The authors and editors of this guide have a proven track record of efficient insurance service, and their experience heavily influenced its writing.

As you proceed, don’t be overwhelmed by the amount of information. Resolve to continue learning, even beyond what is covered in this guide. Also, move forward with a dedication to seek understanding before you seek to be understood. As you do so, you’ll be well on your way to a fulfilling and successful career in Medicare insurance sales.

Albert Einstein said this: I never teach my pupils. I only attempt to provide the conditions in which they can learn. That well describes the purpose of this guide. We are providing the conditions to learn in, but we still ask you to put in the study, work, and practice. That’s the only way you’ll be truly successful.

Table of Contents

Explore Our Guides

As part of our commitment to helping agents succeed at selling Medicare and senior insurance products, we offer a growing library of in-depth guides. Created by the experienced agents on the NCC team, these guides are no-fluff handbooks filled with useful information and actionable advice. Find guides and downloads to help you navigate enrollment periods, sell specific senior insurance products, and maximize your Medicare sales while serving your clients.

Medicare Client Retention Guide

You got them, now keep them. Studies show it costs five times more to acquire a new customer than to retain one, and boosting retention by just 5% can increase profits by 25–95%.

Learn how to strengthen client relationships, grow renewals, and position yourself as a trusted resource with our latest guide.