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Medicare Masterclass

Most Comprehensive Medicare Training Platform for Insurance Agents
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What’s Included

7 STEP "TALK PATH" TO MEDICARE SALES

  • The 7-Step “Talk Path” provides a clear roadmap for selling Medicare. Whether you’re new to Medicare or a seasoned professional, you’ll enhance the way you sell Medicare.

  • With step-by-step video lessons and downloadable scripts, your team will become more effective when selling Medicare in-person and over the phone.

LEAD GENERATION MASTERY

  • Leads are the lifeblood of your insurance business. We equip you with the skills to generate leads from within your P&C agency, as well as show you how to get your leads from outside of your P&C agency.

  • Our training goes beyond the basics. You’ll learn how to leverage carrier partnerships to secure marketing subsidies from carriers.

PRODUCT TRAINING FOR DIFFERENT CLIENT SCENARIOS

  • Our training isn’t just about memorizing facts and figures; it’s about equipping you with the strategies necessary to navigate the intricate web of Medicare choices.

  • Whether your clients are turning 65 or are currently on a Medicare plan, our platform prepares you to provide tailored solutions.

TRAINING FOR AGENCY OWNERS

  • We understand that agency owners have important business considerations. That’s why Medicare Masterclass offers specialized training for agency owners to better understand the Medicare business and manage their agency.

  • From understanding the different ways you can get paid from the carriers, to creating a compensation plan for your staff, you’ll feel more confident in growing your agency.

Meet Your Lead Instructor: Ashley VanGundy

Your lead instructor, Ashley VanGundy, is a Medicare sales powerhouse. She runs an ultra-profitable Medicare agency in Grand Junction Colorado, consistently selling 100-200 Medicare policies each month, even outside of AEP. With over a million dollars in renewal revenue annually, she’s proof of what’s possible in this industry. What’s more impressive is that Ashley built her agency in less than five years. She understands the challenges you face and has a proven track record of success. Now, she’s here to share her knowledge and secrets with you through Medicare Masterclass.

Our Pricing

Agency

  • Full access to all training and tools for your entire agency

Enterprise

  • All features included in the Agency plan for your entire regional district.

    Contact us for pricing

Frequently Asked Questions

Find the answers to our most common questions below.

Who is Medicare Masterclass designed for?

Medicare Masterclass is designed for insurance agents looking to crush it in Medicare sales. Whether you’re new to Medicare or an experienced veteran, this program will work for you.

What can I expect from Medicare Masterclass?

Insurance agents who go through Medicare Masterclass expect one thing: WRITING MORE MEDICARE POLICIES.

The sales and marketing methods you’ll learn are time-tested and actionable, ensuring immediate improvement in your sales.

What types of scenarios are covered in the product training?

Our product training covers various scenarios, including clients turning 65, those on Original Medicare, Medicare Advantage, Medical Supplement Plans, Veteran Plans, and Medicare + Medicaid, ensuring you’re prepared for diverse client needs.

How is Medicare Masterclass different from other training platforms?

Medicare Masterclass sets itself apart by providing an end-to-end solution, guiding you through a step-by-step “Talk Path” for Medicare sales, expert lead generation training, in-depth product training for various client scenarios, and specialized insights for agency owners. Our A-to-Z approach ensures you have the knowledge and skills to excel in the Medicare insurance market.

Is Medicare Masterclass built for new or experienced agents?

It’s meant for both. The training is delivered in a way where a brand new team member who has no experience in Medicare will be able to understand and implement these sales strategies immediately—as well as the most experienced agent will benefit from the training.

Is there training tailored exclusively for agency owners?

Absolutely. Medicare Masterclass includes specialized training tailored to agency owners, covering topics such as the Medicare hierarchy, commissions, payment models, carrier-backed marketing, client retention, business planning, and staff compensation.

Do I get printable material or is it all video training?

Our training is presented via online videos and includes downloadable PDFs for many topics.

Does every producer in my agency need to pay for their Medicare Masterclass account?

No. With Medicare Masterclass, you can provide access to all your W2 employees within your agency under a single admin subscription. You’ll need to create user accounts for each one of your W2 employees to grant them access.

Is there recruiting involved in Medicare Masterclass?

Absolutely not. The purpose of Medicare Masterclass is to teach agents how to write more business and retain more clients. There is no recruiting involved in our training platform.

How do I get started with Medicare Masterclass?

You can enroll in Medicare Masterclass by clicking the “Get Started” button below.

Still have questions? Send us a note