Agent Resources
Helpful Agent Resource Tools
(H.A.R.T.)
Agency Partners Portal
If you are an Agency Partner, select this link to access your portal.
Field Agents Portal
If you are a Field Agent, select this link to access your portal.
The links below will be available until our agent portals are live. Once our agent portals are live, the links below will be available within the portals.
Frequently Asked Questions
- A True Partnership: We are built on providing concierge-level service for our agents within a strong, family-like culture. Our commitment is to help you build a long-term, successful career, not just a single sale.
- Unmatched support: We provide hands-on training, a dedicated contracting team, and industry compliance support.
- World-Class Platform: We offer a turnkey sales platform that includes a proprietary agent portal with a secured CRM, AI assistant, and lead ordering capabilities to help make your work more efficient.
- To have access to the tool, you will need to be contracted with a carrier that is connected in the portal. You will need to have at least one carrier active to utilize the tools. There is no cost to utilize the tools.
- Our updated two-step contracting process makes it easier than ever before to join TSS. Simply complete the New Agent Paperwork and submit your Contracting Request Form as per the instructions provided. We offer a variety of carriers that can be explored in detail under the ‘You may request up to 3 contracts per request form’ section on the Contracting Request form.
- Our W2 Call Center agents are captive agents. However, our independent agents are non-captive.
- Independent Agents own their book of business.
- MedicareCENTER: Serve Clients Better. With Contact Management, you can spend less time managing clients and more time serving them — all while staying compliant. This CRM provides call recording, dashboard & reporting, lead management, side-by-side plan comparison, integrated quoting and enrollment, predictivie tagging, and PlanEnroll Integration and in one tool- along with a mobile app!
- LeadCENTER: A platform for growth, connecting agents with quality leads from a variety of sources. Different situations call for different types of leads. LeadCENTER gives you access to a variety of lead types — and puts you in control of using them. On-demand leads, real-time leads, and custom ad campaigns are available to help you generate leads.
- LifeCENTER: Gives agents the technology they need to manage their business. As a result, agents who use Integrity Technology submit 79% more apps than those who don’t. LifeCENTER provides simplified client management, LeadCENTER integration, a streamlined process, clear next steps, Ask Integrity (AI-powered digital assistant), client and policy management. Easy-to-use interface and mobile app!
- Our partnership model includes our comprehensive CRM and a personal URL for your clients at no cost to you, which helps reduce your upfront business expenses.
- For new agents: A structured program that covers product knowledge and sales processes, preparing you to speak with your clients. The first 30 days will be designed to have you start with _____ plans and then you will work with Jeremy and Mike on expanding your portfolio to include Medicare.
- For all agents: We provide hand-on training, personalized coaching from Jeremy and Mike, and opportunities to master multiple prospecting methods. Along with webinars designed to help you build your skills.
- Our training is delivered in multiple formats, including live training, virtual webinars, and on-demand recordings to help accelerate your skill and business growth.
- We provide industry compliance support through guidance, resources, and a dedicated compliance team to help ensure your business is conducted compliantly. Our AEP Trusted Toolkit also provides agents with the carriers that offer discounts for AHIP, if they require AHIP, and when their certifications go live.
- Yes, we have our platform, LeadCENTER, which can help provide you with leads to individuals who have already expressed interest.
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