Take your agency to the next level with

Who is Agent Pipeline?

Agent Pipeline is a Field Marketing Organization (FMO) specializing in Medicare, Individual Health, Life Insurance, and Ancillary & Supplemental Products. We support over 64,000 licensed insurance agents and have processed over 93,000 agent contracts across all 50 states, and we represent over 150 insurance carriers.

Agent Pipeline can help you take your business to the next level by providing you with the resources and tools you need for back-office support, marketing materials, compliance, and business automation solutions. Agent Pipeline is unique because not only are we a full-service field marketing organization (FMO), we are an insurtech platform.

 

How agents benefit from working with us:

  • Licensing & Certification Support
  • Agency Partner Program
  • Recruiting Support: build your team with customized recruiting lists and strategies.
  • Downline Protection: Safeguard your team’s growth and retention.
  • High-Level Overrides: top-level commissions and additional earning potential.
  • Lead Vendor Relationships: Access to trusted lead vendors to grow your client base.
  • Access to Technology Services:
    • No-Cost Call recording and Storage.
    • Client Connect: Easily connect with Clients, Save time and effort, quickly track status and activity.
    • Integrated Marketing Features: Reach more clients with easy, built-in text and email marketing.
    • Integrity Clients Platform: Simplify quoting, enrollment, and CRM for Medicare Advantage, PDP, and Supplements. Includes CSG, Sunfire, and Connecture tools.
    • Effortless SOA and Enrollment: Text message signature capabilities and built-in storage for SOAs (10 years) with access directly from carriers.
    • AI Personal Assistant: Automate client management and make your sales process smoother.
    • Priority Shopper Tags: Know exactly who to reach out to and when.
  • Marketing Resources and Learning tools:
    • MARC (My Agent Resource Center): Access to carrier portals, customizable compliant marketing, training, and licensing resources.
    • On-Demand Training: Courses to onboard and train your downline agents efficiently.
    • Marketing Reimbursement: Get reimbursed for marketing expenses to accelerate agency growth.
    • Marketing Resources to Maximize Your Reach
    • Pre-Approved Marketing Materials: Customizable marketing catalog.
    • Co-Op Marketing Opportunities: Help with local marketing and campaigns.