Join the Erie Team for Medicare Insurance Plans
The relationship you know and trust with Erie Insurance coupled with the industry expertise of the TLC Team brings you the training, resources, and support you need to start or grow your agency's success with Medicare Supplement, Advantage, and Prescription Drug Plans.
EXPERIENCE
Erie+TLC Success Stories
Hear a first-hand testimony from the Newton Agency in Belpre, Ohio. Agency Owner, Keith Allen, and Licensed Agent, Lacey Lauchard, share their success and experience with our partnership.
OVERVIEW
What is the partnership?
Whether you are already contracted with Medicare carriers through an existing relationship or you are just looking to get started, this partnership is perfect for you. Our team provides hands-on, patient, and professional support and coaching every step of the way. We pride ourselves on providing timely and quality support, training that is customized for Erie Agencies, and the technology and tools you will need to succeed in Medicare Insurance Plan sales.
PRODUCTS
What products are available?
01
Medicare Supplements
For some clients, the Erie Medicare Supplement plan is not an option due to underwriting restrictions. This partnership gives you additional supplement carriers to check for your clients in those instances when Erie is not the best fit.
02
Medicare Advantage Plans
In recent years, Medicare Advantage plans account for more than half of Medicare Insurance market. We will help you get appointments with the optimal carriers in your area so that you have these important products available for your clients.
03
Prescription Drug Plans
Prescription Drug Plans are an essential add on for our clients who opt to enroll in a Medicare Supplement plan. We will get you appointed with key carriers and equip you with our quoting and enrollment platform to streamline this important process.
THE PROCESS
What does it take to get started?
WE ARE HERE TO MAKE IT EASY
The first step in the onboarding process is completing our agent data from and sending us business related documents such as your licenses, certificate of E&O insurance, and deposit slip. This process is outlined in detail in our member's area. If you are ready to get started, click here to connect with us.
Initial Forms and Documents
Most insurance carriers now offer web-based contracts. TLC and EFL will initiate a request on your behalf and you will receive separate emails from each carrier with a contracting link. If you are just getting started, we recommend only requesting three or four carriers initially as you can always add more as needed. Other carriers still use "paper" contracts which we will send to you as PDFs. Our team will schedule a virtual meeting with you to walk you through the contracting process to ensure all is done correctly the first time.
Contracting
To represent Medicare Advantage and Prescription Drug Plans, we are required to complete annual certifications. The biggest piece of these requirements is a Medicare Training course called the AHIP. In addition, we complete carrier specific training for each carrier we chose to represent. None of these certifications are proctored or high pressure, but they do require time and attention. As always, we are here to help if you hit any roadblocks.
Certifications
We offer ongoing online and one-on-one training for our partners. Many of our trainings are recorded and housed on our Partnership YouTube Channel and in the Partner Portal on this website. Best of all, our trainings are designed specifically with Erie Agencies in mind which means we focus on your whole business, not just Medicare Insurance Plans.
Training
Even though you will be training, contracted, and certified, you are going to have questions! We provide ongoing, and easily accessible, coaching to help you with client-related questions and general questions about Medicare and the industry. When you call us, we answer the phone and the majority of us are writing agents - not FAQ readers!
Coaching
QUESTIONS
Get in touch to learn more.
Whether you are just getting started or are already a valued partner, we are here to answer your questions - in fact, we pride ourselves on it. Reach out using one of our communications channels which can be found here or by submitting a meeting request below.
BENEFITS
Why should I take on something else?
Your Clients
Your clients will all need Medicare Insurance Plans. They deserve to have a trusted agency ensure their healthcare is optimal rather than a hotline operator.
Your Book
You have worked hard to build a book of business. Providing Medicare Insurance Plans can help you protect against attrition and loss.
Your Agency
Working with Medicare Insurance Plans builds residual income and increases the success and sustainability of your agency as a whole.