agent services

We will work directly with the carrier and our technology contacts to assist with any enrollment issues, questions or concerns. If you experience a delay with an enrollment showing in your book of business on the carrier portal, please contact us at brokersupport@agentpipeline.com

We help agents every step of the way, and that includes ordering supplies! We want to ensure you’re equipped with the underwriting guides, product brochures, plan information, and marketing materials you need to be compliant, organized, and successful. For assistance with supply ordering please contact brokersupport@agentpipeline.com

We believe in a hands-on approach to working with our agents, and we offer screen-sharing capabilities to help our agents navigate agent portals. Carrier portals are an essential tool. We want agents to feel comfortable accessing the carrier portal for electronic applications, book of business reporting, product materials, marketing materials, product training, and more. If you’d like to request a screen share to review a carrier portal, please email brokersupport@agentpipeline.com

Agent Pipeline is equipped to support multi-level hierarchies within agencies, call centers, and telesales contracts. We offer complete and total downline protection and can help create a customized roadmap for agent onboarding. If you want to learn how to partner with us to contract your downline agents, please connect with your marketer or email brokersupport@agentpipeline.com

We take compliance seriously, and we want to ensure that you remain compliant during the selling seasons. Our team compiles user guides and instructions to ensure you have easy access to resources for completing your annual carrier certifications. We also provide updates regarding your selling permissions. For questions regarding your contract status or certification completion, please contact apcontracting@agentpipeline.com

Agent Pipeline has a dedicated team outside of the Agent Services Division focused on helping you remain compliant. We offer compliance reviews, updates on regulatory and CMS guidance, help with marketing materials, and provide pre-approved marketing pieces.