Medicare Referral Program

Lets face it, most agents don’t want to deal with the hassles and fees ($5000+) that come with getting licensed and certified to sell Medicare plans in all 50 states…

But what happens when your EXISTING Medicare client moves to a state where you aren’t licensed? 

We understand, and that’s why we created our Medicare Referral Program.

You solidify your relationship with your client by sending them to a licensed Medicare agent and you get paid for it, hassle free.

Note: This program is specifically for Medicare Advantage, Medicare Supplement, and Prescription Drug Plans.

Please contact Elisha Brewer, Referral Program Manager, with any questions.

Elisha Brewer
Referral Program Manager
(317) 565-1263
elisha@themedicarefamily.com

 

Referral Agent’s Guide

What Will I Be Compensated?

The Centers for Medicare and Medicaid Services (CMS) sets the maximum referral payments at:

$150 – Medicare Supplement
$100 – Medicare Advantage

* High Deductible Plan F and G pay $75
* Life insurance and Under 65 market products are not available at this time.

Who Should I Tell My Client to Expect to Speak With?

We have a great team located in house at our home office in Noblesville, Indiana that handles all Medicare referrals. They have years of experience, so your client will be well taken care of.

Can I Remain on the Phone with My Client to Ensure They Are Being Serviced by the Gordon Marketing Agent?

Unfortunately, you cannot remain on the phone as the Gordon Marketing Agent is speaking with your client. In fact, the Centers for Medicare and Medicaid Services (CMS) doesn’t allow for the referring agent to be present in the same room/office or on the phone unless you have completed all the required certifications and training in order to be compliant.

Can You Arrange An In-Person Meeting With My Client?

Unfortunately, we can only speak with your client over the phone (unless they reside in the Indianapolis area). Although we have agents all across the country, we would not be able to coordinate referral payments from that many different parties. If you client refuses to do business over the phone, please contact your Marketer to see if they can arrange a local agent, just know that you will have to coordinate a referral payment directly with that agent.

How Can I Be Sure the Gordon Marketing Selling Agent Will Not Cross Sell Other Products to My client?

We take this very seriously and promise not to cross sell / replace any plans that you have sold the client. Any issues will be resolved in favor of the referring agent.

Do I have to be licensed to participate in the Medicare Sales Referral Program?

No, you do NOT have to hold a health license to participate in the Medicare Sales Referral Program, nor do you have to be AHIP certified, complete any carrier training, or hold any non-resident state licenses.