Let’s be honest — a lot of new insurance agents don’t make it past year one.
Not because they’re lazy. Not because they’re not smart.
But because no one taught them what actually matters when you’re starting out.
At TMS Insurance Brokerage, we talk to new agents every day. And the struggles? They’re almost always the same. But the agents who succeed? They follow a few key patterns — and we’re here to share them.
Whether you’re newly licensed or just tired of spinning your wheels, this guide is for you.
The Most Common Struggles New Agents Face
1. No Clear Game Plan
Too many agents get their license… and then ask, “Now what?”
If you don’t know what to do each day, what to say to a lead, or what your business should look like in 90 days — burnout’s coming fast.
2. Little to No Training
Carrier portals are not training. Generic FMO videos? Not enough.
You need someone to walk you through:
- How Medicare Advantage and Supplements actually work
- How to present plans clearly and compliantly
- How to market yourself (without wasting money)
3.Tech Overwhelm or Lack of Tools
CRMs. SOAs. Compliance tracking. Auto-texting.
The average new agent is either:
- Not using any tools at all, or
- Subscribed to 4 different apps that don’t talk to each other.
We give every TMS agent access to OmniReach, our free CRM built specifically for Medicare — no tech headache, no cost.
4. No Support When Things Go Sideways
What happens when a client calls in a panic about their plan?
When you miss a carrier cert deadline?
When your leads go cold?
If your FMO sends you a chatbot or a PDF… that’s not support. At TMS, you get a real person. Every time.
✅ What Successful New Agents Do Instead
The top performers we work with all have a few things in common:
- They follow a plan.
We give our agents a 30-60-90 day roadmap. Know exactly what to focus on each week. - They train like they mean it.
We walk you through the full Medicare Advantage deep dive, Supplements, marketing, and client scenarios. - They automate smart.
Follow-ups, birthday messages, appointment reminders — all done through OmniReach without lifting a finger. - They stay connected.
Our Medicare Agent IQ podcast and team calls help you learn from top producers, every single week.
💬 Final Thought: You’re Not the Problem — Your Support Might Be
Most agents don’t fail because they aren’t capable.
They fail because they were dropped into a system with no guidance, no tools, and no mentorship.
If you’re looking for real-world Medicare agent training, a tech stack that’s done-for-you, and people who actually show up when you need help — we’d love to talk.
🎯 Ready to turn that license into a real business?
Book your free agent discovery call with TMS »