One of the biggest fears new agents have is, “How will I learn all these plans?” There are hundreds of Medicare Advantage, Supplement, and Part D options. But here’s the good news: You don’t need to memorize them. You just need to learn how to navigate and compare.
Why Clients Get Overwhelmed
Clients don’t want you to dump 50 plan PDFs on them. They want:
· Clear comparisons
· Local provider info
· Straightforward answers
· Confidence that they’re making a smart choice
At TMS, we help agents guide clients through decision-making using tools, not guesswork.
What We Give You
✅ Plan Comparison Software
Integrated in our CRM — easy-to-use, CMS-compliant, and personalized by ZIP code.
✅ Real-Time Coaching
Not sure which plan fits? Ask your agent Success Manager! We walk agents through side-by- side comparisons so you can explain them clearly to clients.
✅ Scenario-Based Training
Instead of memorizing benefits, we train you to think: “What would this client care about?” Then we show you how to find the answer fast.
Plan Mastery Comes Over Time — Not Overnight
We help agents build confidence, one appointment at a time. No pop quizzes. No memorization. Just smart tools and real coaching.👉 Want to sell with confidence — even if you’re brand-new? Join TMS Now