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PlanEnroll

PlanEnroll Network Agent

PlanEnroll is a consumer-facing platform that helps you engage and connect with current and future clients, helping you build stronger relationships.

Become a PlanEnroll Agent
PlanEnroll Network Agent

PLANENROLL LINKS CONSUMERS TO YOU, THEIR AGENT

Engage and connect with current and future clients

If you want to be one of the first names that come up when consumers search for plans in your area, then becoming a PlanEnroll Network Agent should be your intended goal. Become a preferred agent today through PlanEnroll!

Medicare-eligible consumers are looking to connect with a PlanEnroll Network Agent for all their Medicare questions and needs.

Perks Of Being a PlanEnroll Agent

  • Freedom to work when and where you want

  • Innovation and cutting-edge technology

  • Access to exclusive compliant leads from a national brand

  • LeadCENTER Realtime PlanEnroll Leads

  • Over-the-phone Sales Training

  • Selling Using Your Personal Agent Website

  • Get access to consumer marketing materials and resources

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Engage and connect with current and future clients

How PlanEnroll helps you expand your reach

  • Personal Agent Website

    Use your Personal Agent Website to connect to current and future clients. Add it to marketing materials, emails and more. Many consumers will appreciate being able to browse plans on your Personal Agent Website, then enroll when they’re ready or connect with you for personalized guidance.

  • Consumer PlanEnroll Profiles

    Encourage existing clients to create a PlanEnroll profile using your Personal Agent Website so they can keep their data securely stored for easy reference. You’ll be able to update their information, too!

  • PlanEnroll Exclusive Lead Campaign

    Create a PlanEnroll Lead Campaign in LeadCENTER, then click the “I’m Available” switch to receive real-time calls or data leads.

  • PlanEnroll Agent Selection Map

    PlanEnroll Agent Selection Map — Take advantage of the additional exposure from the PlanEnroll Agent Selection Map. Agents with an active PlanEnroll Lead Campaign rank higher in local search results.

  • Client Sync

    Client Sync is the fastest way for consumers to set up their PlanEnroll Profile and connect with you. Gather consumer information, obtain permission to contact, get a signed SOA, and more!

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  • Quick Quote

    Quickly give a client a quote on insurance plans.

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Todd Fincher
Chad Wilkerson
Mike Newton
Bobby Heptinstall
Ronnie James
John Elliott
Kristi Bell
Serena Mullins
Johnny Deal
Melanie Hooks
Savannah Perkins
Megan Gilliam
Caitlin Kealey
Jennah Golden
Logan Boggis
Kevin Evans
Anna-Cater Meyer
Janna Demchyna
Devon Cawley
Elena Garcia
Michael Escobar
Adam Kirkey
Lindsey Gorman

Our Technology is backed with support from our Experienced Team

How to get started

  1. Become a Insurance Agent Partner
    The first step is to become a partner with Tidewater Management Group | An Integrity Company.
  2. TMG Will Review Your Request
    We will review your request and either approve or contact you about your request. Once approved, you will be registered and sent your login credentials. If you want to expedite the approval, you can call your agent support specialist. 888.622.9122
  3. Training (Optional)
    You can schedule one-on-one training with one of our Agent Support Specialists or you can find a comprehensive webinar and training documents to review on your own

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