“Support” Is More Than a Buzzword
Most FMOs will tell you they offer “great support.” But when it really counts — during AEP, a tricky contracting issue, or a last-minute compliance question — you’re often left refreshing your inbox, hoping someone replies.
At TMS, support isn’t a tagline. It’s the foundation of how we operate. And it shows up in real, tangible ways — before, during, and after you start writing business.
Your Journey Starts With Human Onboarding
The moment you sign with TMS, you’re not handed a login and left alone. You’re paired with a dedicated Agent Success Manager whose job is to get you fully set up and confident.
Your onboarding includes:
- A live 1:1 welcome call
- Step-by-step CRM walkthrough
- Overview of key tools and portals
- Contracting checklist and carrier login guidance
- Customized workflow suggestions based on how YOU work
Within your first week, you know exactly where to go for what — and who to ask for help.
Ongoing Support That Actually Shows Up
Once onboarding is done, we don’t disappear.
You’ll have access to:
Your Agent Success Manager
- Think of them as your “internal advocate”
- Help with escalations, production review, renewals
- Weekly check-ins if desired
Live Chat + Text Support
- Get quick answers inside the CRM
- No ticketing systems or long wait times
Office Hours and Weekly Live Calls
- Join strategy sessions with our leadership team
- Bring your questions and challenges
- Collaborate with other agents growing just like you
Compliance and Contracting Help
- Get clarification on CMS rule changes
- Submit new carriers easily with guidance
- Stay up-to-date with marketing do’s and don’ts
Support for Agents at Every Level
Whether you’re brand new or writing hundreds of apps per year, our support adjusts to your needs.
New Agents:
- CRM setup done with you
- Marketing suggestions based on your budget
- Help understanding commission cycles and enrollments
Growing Agents:
- Reviews of your pipeline and campaign performance
- Help mapping out 30-, 60-, 90-day production plans
- Hiring and onboarding guidance if building a team
Established Agents:
- Expansion strategy (new markets or product lines)
- Referrals and partnership opportunities
- Custom branding and marketing resource help
We don’t treat all agents the same — because they’re not.
Real-Life Support Examples
Case 1: An agent was stuck during AEP with an urgent enrollment issue that risked compliance penalties. Our team stepped in within 30 minutes, coordinated with the carrier, and resolved the issue same-day.
Case 2: A new recruit didn’t know how to run an event. We helped plan her first “Medicare & Muffins” session — from flyer design to CRM workflows. She enrolled 7 people in 2 weeks.
Case 3: An experienced agent wanted to expand into LIS/Duals but didn’t know where to start. We provided training, scripts, and marketing templates — and helped her launch a new lead source.
This is what real partnership looks like.
What We Don’t Do (And Why That Matters)
We don’t:
- Leave you stuck in email loops
- Force you into rigid systems
- Push you to sell “our way”
- Vanish after contracting
Why? Because we’re in this with you. When you grow, we grow.
What Agents Are Saying
“I never feel like I’m on my own — and I’m never embarrassed to ask for help.”
“I’ve worked with 3 FMOs. TMS is the only one that treated me like a business owner, not a number.”
“The live support during AEP saved me. I’d have lost enrollment without them.”
Summary: Support That Helps You Grow — Not Just Survive
Support should help you grow — not just fix problems. At TMS, that’s exactly what it does.
- Onboarding with a real person who knows your goals
- Live, fast answers when things go sideways
- Strategy that evolves with your business
If you’ve ever felt alone, overlooked, or stuck with an FMO that made big promises but didn’t follow through — it’s time for something better.
We’re here. We care. And we show up.
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