MEDICARE

“In helping agents increase their Medicare policy production, we give them the essential information and strategies they need to understand what the market wants and why. We know the products and the carriers that can deliver exceptional value and boost sales performance.”

—Joe DiNardo

We offer a better way to sell Medicare plans

Data-driven strategies, experienced specialists, and expert carrier support.

Customize Benefit Plans helps agents get their share of the booming Medicare market. You get tools and strategies designed to help you assess and optimize your business development, relationship management, client retention, and much more.

You’ll also be able to provide a higher level of advice and guidance to older clients with complex health insurance needs, including combining policies to provide more comprehensive coverage at the best cost. Other key advantages include:

More commissions—you’ll be able to increase your earnings even more with our proven prospecting and cross-sell opportunities.
Open carrier architecture—you can offer clients a full range of Medicare and eldercare products, based on the coverage strategy you develop. CBP has no proprietary products to push, no quotas to meet. You choose what mix of products is in the best interests of your clients.
Efficient case management—you get full administrative support for your production on one of the industry’s strongest platforms. In addition, our services can scale and support your growing book of Medicare-related business.

Support from your CBP Medicare team

Once you’re aboard, you’ll be assisted by Medicare sales specialists with deep industry experience. They’ll help you overcome obstacles, plan your growth strategy, and uncover new opportunities.

While the majority of people with Medicare get their health coverage from Original Medicare, some people (around one-third of beneficiaries) choose to get their benefits from a Medicare Advantage Plan, sometimes called a Medicare private health plan. Medicare Advantage Plans contract with the federal government and are paid a fixed amount per person to provide Medicare benefits.