Broker Tools: Plan Compare Edge & CSG Actuarial

We'll review these main enrollment and quoting tools to improve your workflow and client interactions. Learn how to optimize our CRM system, A3, for efficient customer relationship management. This training will refresh your skills and equip you with the tools you need to excel.

Low-Income Subsidy (LIS)

Low-Income Subsidy (LIS) is a Medicare program that helps people with limited income pay for prescription drug costs. It is also known as Extra Help.

Anthem Northern California

Join us for our IN-PERSON Anthem Northern California Product Training on Thursday, April 25th at 10 AM. Refreshments will be provided.RSVP Today!

Free

2025 Medicare Advantage and Part D Final Rule

Join us for this important discussion! Medicare brokers are essential in helping individuals navigate Medicare options and find the best plans for their needs. Don't miss out as we explore the impact of the Medicare Advantage and Part D Final Rule on the industry, emphasizing the crucial role brokers play in advocating for their clients' […]

Allstate Health Insurance

Presenters Jeff McLaughlin & Katsuro Yamada, will be training on the Medicare Supplement plans, senior products, quoting and enrollment, an discounts.

Aetna NorCal Product Training

Join us in-office on Wednesday, May 8th, for an exclusive Aetna NorCal Product Training session! Whether you are a seasoned agent or new to the field, this is your chance to stay up-to-date and maximize your sales potential!

Free

United Healthcare

Join us In-Person or on zoom Wednesday May 22nd for the United Healthcare California Med Supp Training.

Free

Broker Training: Strategic Marketing Customer Retention Session for AEP!

IMPORTANT Carrier updates and Plan terminations are happening frequently. Attend this training to learn how you can navigate these ever-changing times in our industry, and gain customer retention strategies, so that you feel confident heading into the busiest AEP we've ever seen.

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