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ABOUT US AGENCY SERVICES Jennifer Melreit 800-709-5513 [email protected] Established in 2005, Advocate Health Advisors, is a Veteran owned and operated leading national FMO in the Medicare industry with over 100-years of combined Medicare experience. The value we bring to our partners is expertise in the Medicare environment. We support our partners through an executive level of carrier relationships, a national infrastructure, customized business plans, agency support models and personalized marketing plans. Online Enrollment Tool Advocate Health Advisors Medicare Enrollment Tool provides the features you want in a high performance, cloud-based system, including prescription lookup, scope of appointment and personalized website, using a consistent enrollment process for all your major carriers and the ability to view all plans in one place. We support your business functions such as recruiting, contracting, supplies, payment, sales and retention. Examples include print mail, labels and specialized marketing collateral and materials. We provide support before, during, and after the sale. Back Office Support Our friendly and knowledgeable staff is licensed and certified. They are available to assist your agency and producers with live, one-call resolution including technical and in-agent appointment support. Administrative Support We provide customized lead generation programs taking advantage of agency existing clients, and prospects from your community. We can provide your agency with a customized marketing plan including customized generic and/or carrier branded materials. Lead Generation Assistance with the recruiting, training, development, and support of proficient agents prepared to sell Medicare Advantage and Medicare Supplement plans. Our agents produce 25 percent more applications per agent than our FMO competitors. Agent Development Is Medicare missing from your portfolio?

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Page 1: Is Medicare missing from your portfolio? · marketing plans. Online Enrollment Tool Advocate Health Advisors Medicare Enrollment Tool provides the features you want in a high performance,

ABOUT US AGENCY SERVICES

Jennifer Melreit800-709-5513

[email protected]

Established in 2005, Advocate Health Advisors, is a Veteran owned and operated leading national FMO in the Medicare industry with over 100-years of combined Medicare experience.

The value we bring to our partners is expertise in the Medicare environment. We support our partners through an executive level of carrier relationships, a national infrastructure, customized business plans, agency support models and personalized marketing plans.

Online Enrollment ToolAdvocate Health Advisors Medicare Enrollment Tool provides the features you want in a high performance, cloud-based system, including prescription lookup, scope of appointment and personalized website, using a consistent enrollment process for all your major carriers and the ability to view all plans in one place.

We support your business functions such as recruiting, contracting, supplies, payment, sales and retention. Examples include print mail, labels and specialized marketing collateral and materials. We provide support before, during, and after the sale.

Back Office Support

Our friendly and knowledgeable staff is licensed and certified. They are available to assist your agency and producers with live, one-call resolution including technical and in-agent appointment support.

Administrative Support

We provide customized lead generation programs taking advantage of agency existing clients, and prospects from your community. We can provide your agency with a customized marketing plan including customized generic and/or carrier branded materials.

Lead Generation

Assistance with the recruiting, training, development, and support of proficient agents prepared to sell Medicare Advantage and Medicare Supplement plans. Our agents produce 25 percent more applications per agent than our FMO competitors.

Agent Development

Is Medicare missing from your portfolio?

Page 2: Is Medicare missing from your portfolio? · marketing plans. Online Enrollment Tool Advocate Health Advisors Medicare Enrollment Tool provides the features you want in a high performance,

PARTNER WITH THE BEST

PARTNER SUPPORT

www.advocateforagents.com

Licensed in all 50 states and the Commonwealth of Puerto Rico, we are a great partner with a track record of success. Let us show you how partnering with Advocate Health Advisors can turn thecomplex Medicare environment into healthcare solutions for your existing and new policyholders. Stop sending your clients to another agency for their Medicare solutions! Contact us today!

We supply healthcare solutions for your policyholders, protection for your client base from competitors and coordinate healthcare and retirement requirements. We serve as trusted advisors in this complex marketplace, providing guidance to your clients turning 65. We have the knowledge, dedication, and experience to protect you while helping your clients face these challenges. The result is a healthier, wealthier, and happier book of business.

• Advocate University• AEP, SEP, DSNP Specific Strategies and Beyond• Agency Development (Physical)• Business Development and Consulting• Call Center Development• Carrier Coordination and Liaison• Compliance• Customized Business Plan

• Marketing• Media Campaigns• Niche Marketing in the Community• Personalized Marketing Plan• Reporting and Report Card Status Updates• Retail Support• Retention and Net Growth• Strategic Initiatives


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