BROCK PARTNERS INSIGHTS
Brock Partners Training
Training is the core of Brock Partners. Agents get free live sessions every week, School of Brock courses, and in-person programs like Brock Bootcamp. These articles show what good Medicare agent training looks like and how Brock Partners approaches it.
Articles
Written by Justin Brock, CEO of Brock Partners.
- Medicare FMO Training and Support: What Independent Agents Should ExpectWhat Medicare FMO training and support should include: certifications, onboarding, tools, webinars, and case help, plus questions to ask before you sign.
- What to Expect From FMO Agent Training: From First Appointment to a Real BookMedicare agent training should cover more than certification: marketing, compliance, branding, retention and referrals. What an FMO should offer.
- Turning-65 Conversations: The Sales Training New Agents Should Get From Their UplineThe first talk with a turning-65 prospect sets the relationship. The questions, role play and coaching your upline should give new Medicare agents.
- Clients Working Past 65: The Training Your Upline Should Provide on Employer CoverageClients working past 65 face employer coverage, Part B timing and penalty questions. The training your upline should give before you advise them.
- The Age 65 Handoff: How Your Upline Helps You Move Under-65 Clients Into MedicareUnder-65 clients on indemnity or individual plans need a plan at 65. How your upline should help you track T65 dates and handle the handoff.
- Special Needs Plan Training: What Your Upline Should Provide Before You Sell SNPsSNPs are a growing focus for carriers. What your upline should provide before you sell C-SNPs and D-SNPs: certification, eligibility and case help.
- Supplemental Benefits Training: Helping Clients Understand SSBCI and Plan ExtrasSSBCI and other MA extras have eligibility rules clients often miss. The training your upline should provide so you explain extras accurately.
- Hospital Indemnity Training: How to Learn a New Plan Before You Put It in Front of ClientsHow to learn a hospital indemnity plan before you quote it: base benefits, riders, exclusions and state rules, plus training your upline should offer.
- Cancer, Heart Attack and Stroke Coverage: The Training Medicare Agents Should Get FirstCancer, heart attack and stroke plans pay lump sums but vary by design, underwriting and state. The training your upline should provide before you quote.
- Dental and Hearing Coverage for Medicare Clients: The Product Training Your Upline Should OfferDental and hearing plans have waiting periods, step-ups and state differences. The product training and support your upline should give before you quote.
- Fixed Indemnity for MA Clients: What to Expect From Your Upline Before You Sell ItFixed indemnity pays cash and is not major medical. The training and compliance support your upline should provide before you pair it with MA plans.
- Short-Term Care for Medicare Clients: The Training and Support Agents Should ExpectMedicare's skilled nursing and home health coverage has limits. The short-term care training and support your upline should provide before you quote.
For licensed insurance agents. Event dates, features and availability can change. Carrier appointments and products vary by state and are subject to carrier approval. Not affiliated with or endorsed by the U.S. government or the federal Medicare program.