So you’ve decided to get into Medicare sales — or maybe you’re just thinking about it. You’ve probably seen the success stories: agents building six-figure books of business, working flexible hours, and helping seniors every day. It all sounds great… until you actually try to figure out where to begin.
There’s so much noise online:
- Licensing
- Certifications
- Carrier appointments
- Marketing rules
- CRM tools
- Compliance risks
Suddenly, what seemed like a clear path turns into a maze.
If you’re feeling lost or overwhelmed, you’re not alone. The truth is, most new agents don’t fail because they lack potential. They fail because they didn’t get the right start. At TMS, we’ve helped hundreds of agents go from confused and stuck to confident and producing. And we’ve learned one thing very clearly:
You don’t need everything.
You just need the right things — in the right order.
What You Actually Need to Start Strong
✅ 1. A Simple, Guided Path
Forget trying to research everything yourself. You need a partner who can walk you through:
- Licensing & AHIP certification
- E&O insurance
- Carrier contracting
- Compliance basics
- Marketing do’s and don’ts
At TMS, we give new agents a step-by-step launch process, so they know exactly what to do — and when.
✅ 2. A CRM You’ll Actually Use
Most CRMs are built for giant sales teams, not individual agents. Ours is custom-built for Medicare agents — with simple plan quoting, call tracking, text/email automation, and compliant client records.
You don’t need tech headaches. You need a tool that saves you time and helps you close.
✅ 3. Help Picking Your First Carriers
You don’t need to contract with 15 carriers out of the gate. We help you identify which 3–5 will matter most in your specific market based on plan availability, network, and commissions.
You’ll sell faster and more confidently when your options are focused.
✅ 4. One-on-One Support
You need someone who answers the phone. Someone who cares if you succeed.
That’s why every new agent at TMS is assigned a dedicated Agent Success Manager. We’re not a “sign and forget” FMO. We walk with you from day one.
The First 90 Days Matter Most
In your first three months, you’re laying the foundation for your entire business. This is when you build habits, skills, and momentum. With TMS, we make sure those 90 days include:
- Real training (not fluff)
- Call coaching and roleplay
- Weekly follow-up support
- Access to marketing funds (up to $900/mo*)
- Tools and templates to launch fast
- We don’t expect perfection. We expect progress — and we’ll help you make it.
Final Thought: You Don’t Have to “Figure It Out” First
Too many agents delay launching because they want to “learn everything first.” But the best way to learn Medicare is by doing it — with guidance. At TMS, we’re not just here to contract you. We’re here to grow you. If you’re ready to start smart — not stressed — we’re ready to help.