Thinking About Partnering With an FMO — But Not Ready Yet?
If you’re reading this, chances are you’ve been considering partnering with an FMO like TMS… but you haven’t pulled the trigger yet.
Maybe you:
- Already have a relationship with another group
- Feel overwhelmed by the idea of switching
- Want to know exactly what you’re getting into
- Are just not quite ready to commit
That’s totally normal. In fact, most of our top agents today started out in your shoes — curious, cautious, and careful.
So let’s talk about what to do when you’re in this in-between zone — still thinking, but serious about exploring.
Step 1: Book a Discovery Call (No Pressure, No Pitch)
This isn’t a sales call. It’s a real conversation.
What we cover:
- How our CRM works and whether it fits your workflow
- What support looks like before, during, and after onboarding
- How our marketing reimbursement actually works
- Whether our structure makes sense for your business goals
There’s no pressure to sign. You’ll leave the call with clarity, not contracts.
Step 2: Attend a Live Recruiting Event (Online or In-Person)
Our recruiting events aren’t just webinars — they’re interactive sessions where you can:
- See behind the scenes of how our tools and systems work
- Meet current agents and hear their experience
- Ask your questions in real time
These sessions run weekly and are led by our leadership team. You’ll get a real feel for our culture and communication style.
Step 3: Test-Drive the CRM in Demo Mode
If you’re still unsure about the tech side, we’ll let you test-drive it before you commit.
We’ll:
- Give you access to a sample version of our GoHighLevel-based CRM
- Show you how automations work (text/email sequences, tagging, pipelines)
- Walk you through how it fits into a Medicare agent’s daily work
You’ll quickly see whether it’s the right fit — and most agents are surprised by how easy it is.
Step 4: Talk to Real Agents Who Made the Switch
Want the unfiltered truth? We’ll connect you with current agents who:
- Left other FMOs to join TMS
- Use our CRM daily
- Take advantage of our reimbursements and support
You can ask them whatever you want. There’s no script, no pitch — just real conversations.
Still Want to Wait? Here’s How to Stay in the Loop
If you’re not ready to make a move yet, you can:
- Join our email list for updates and training invites
- Follow us on LinkedIn or Facebook
- Attend our next open house or training event
Some agents wait 3, 6, even 12 months before making the switch. That’s okay. We’re not here to rush you — we’re here when you’re ready.
How to Know When It’s Time
Here are a few signs that you’re probably closer than you think:
- You’re doing everything manually and running out of time
- You feel like your current upline has gone silent
- You want to grow but don’t know where to start
- You’re tired of buying leads that don’t convert
- You want to feel part of a team — without being captive
If any of those resonate, don’t wait for things to “get bad.” Be proactive.
Summary: You Don’t Have to Decide Today — But You Can Take a Step
Choosing an FMO is a big decision. You should absolutely take your time, ask the hard questions, and make sure it aligns with your goals.
But don’t let uncertainty stop you from gathering the info you need to decide with confidence.
We’ll meet you wherever you are in the process — with:
- Real answers
- Real tools
- Real people who care
Still thinking about it? Great. Let’s take the next step — together.
Schedule your discovery call or sign up for our next event. No pressure, just possibilities.
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