Erie + TLC Partnership
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.
Above all in sERvICE® – since 1925
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.
Hands-on support
Patient, professional support and coaching every step of the way — whether you're already contracted or just getting started.
Customized training
Training designed specifically for Erie Agencies, focused on your whole business — not just Medicare Insurance Plans.
Tools & technology
The technology and tools you need to succeed in Medicare Insurance Plan sales, with timely and quality support.
Products
What products are available?
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.
Medicare Advantage Plans
In recent years, Medicare Advantage plans account for more than half of the 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.
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.
What does it take to get started?
We are here to make it easy.
The first step is completing our agent data form and sending business-related documents such as your licenses, certificate of E&O insurance, and deposit slip.
Most carriers now offer web-based contracts. We initiate the request on your behalf and you receive an email from each carrier with a contracting link. We recommend only three or four carriers initially — you can always add more.
To represent Medicare Advantage and Part D plans, annual certifications are required — the largest being AHIP, plus carrier-specific training. None are proctored, but they require time and attention. We're here to help.
We offer ongoing online and one-on-one training. Many sessions are recorded and housed on our Partnership YouTube Channel and in the Partner Portal — designed to focus on your whole business, not just Medicare plans.
Even when you're trained, contracted, and certified, you'll have questions. We provide ongoing, easily accessible coaching. When you call us, we answer — and most of us are writing agents, not FAQ readers.
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.
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 or by submitting a meeting request below.
Request a Meeting800.719.3751
Mon–Fri, 9:00 AM – 5:00 PM (EST)
Our Team
Ron Wright
Medicare Product Lead / Life Division
David Mullane
Director, Strategic Partnerships
Joanna Jaskowick
Partner Success Manager