Get Contracted

With over 17 years experience, we serve over 500 active agents in all 50 states providing the highest level of back office support to individual agents as well as agencies across the United States.

We bridge the gap between agents and carriers allowing you to focus on sewing your clients rather than wasting time with administrative activities.

We provide in-depth product and service knowledge to keep you informed and well-prepared to meet your clients’ needs. And each year we reward you, the top producers, with an annual producers convention in exotic, beautiful locations!

Products & Carriers
National Coverage

Contract Online

We know that independent agents are busy people. Avoid printing, faxing, and mailing with online contracting.

If you have any questions about contracting through us, call 877-255-0284 to speak to an Medicare Advisors marketing specialist.

2026 AGENT ONBOARDING

Agent Contract Application

One polished, guided application for contracting, licensing, documents, signature, and carrier selections.

9 guided sections Secure document upload Mobile friendly
Protected submissionEncrypted data & documents
APPLICATION PROGRESS Contract Application
Step 1 of 911%
Your privacy matters. This application contains sensitive financial and licensing information. Submit only from a trusted device over HTTPS.
1
SECTION 01

Contract Application

Tell us about you and your agency.

Sex

Addresses

Contact Information

Preferred Method of Contact (select all that apply)
2
SECTION 02

Background Information

All “Yes” answers require an explanation.

Is there any indebtedness to any insurance company? *
Have you ever been convicted of a felony or misdemeanor other than a traffic offense? *
Have you had your driver’s license revoked? *
Are you in the process of, or have you ever, filed for bankruptcy? *
Have you ever filed bankruptcy, been declared bankrupt or insolvent, or had your salary garnished? *
Have you, or any business of which you were or are a principal, been involved in a bankruptcy action or compromised liabilities with creditors? *
Have you ever filed a petition for bankruptcy or for protection from creditors? *
Has any insurance or securities brokerage firm with which you were associated ever filed a bankruptcy petition or been declared bankrupt during your association or within 5 years after termination? *
Are you now, or have you ever been, employed by or associated with a bank, savings and loan, or other financial institution? *
Are you now subject of any complaint, investigation, or proceeding which could result in a yes answer to any of the preceding questions? *

Bankruptcy Details (if applicable)

3
SECTION 03

Banking & Other Information

Banking details and licensing history.

Banking Information

Encrypted at rest

A voided check can be uploaded in Step 7.

Have you ever been refused a bond or Errors and Omissions Insurance? *
Have you ever had your insurance license suspended or revoked? *
Have you ever had disciplinary action taken against you with any Department of Insurance? *
Are you now, or have you been within the past five years, involved in any civil litigation, judgments, liens, or foreclosures? *
Have you ever been denied an appointment with any insurance company? *
Have you ever been terminated for cause by any insurance carrier? *

Other Information

Have you taken an AML (Anti-Money Laundering) course within the past two years? *
4
SECTION 04

Additional Information — SelectHealth

Complete this step only if you are selecting SelectHealth as a carrier.

Have you ever been cited, fined, suspended, revoked, or refused a license by any state?

Professional Associations

Professional References

List two references who can attest to your honesty, professionalism, and ethical standards.

Have you ever been excluded from participating in a government healthcare program such as Medicaid or Medicare?
5
SECTION 05

Letter of Explanation & Licenses

Add formal action explanations and licensing details if applicable.

Action 1

Optional

Action 2

Optional

Action 3

Optional

Licenses

Are you a Registered Rep with FINRA? *
6
SECTION 06

Agent Referral Information

Optional — refer agents and help grow the Medicare Advisors team.

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7
SECTION 07

Supporting Documents

Upload the documents needed to process your appointment.

Accepted: PDF, JPG, JPEG, PNG. Files are encrypted before storage.
8
SECTION 08

Signature Authorization

Review the authorization and sign in the box.

Draw your signature *
Use your mouse, trackpad, finger, or stylus.
9
SECTION 09

Carrier Selection & Submit

Select each carrier and add non-resident appointment states when needed.

Carrier AppointmentsUse search to quickly find a carrier.
Appointment fee notice: Some carriers may charge resident and/or non-resident appointment fees.

Before you submit

  • Review all required fields.
  • Make sure uploaded documents are readable.
  • Confirm your signature is visible in the signature box.
  • Submission is saved securely and a notification is sent through WordPress mail (WP Mail SMTP if configured).