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Broker Resources for Agents & Agencies

At The Bedrock Group Advisors, we believe brokers deserve more than carrier links and logins; they deserve real support, clear guidance, and tools that actually help them grow.

Our Broker Resources are designed specifically for independent Medicare agents and agencies who want to build a compliant, scalable, and sustainable book of business. Whether you are new to Medicare or an experienced producer looking to refine your systems, TBGA provides education, training, and support that meets you where you are, and helps you move forward with confidence.

Broker / Agent Compliance Guide 2026

The TBGA Broker & Agent Compliance Guide is a practical, plain-language resource designed to help Medicare Brokers stay compliant, confident, and protected in an increasingly regulated environment.

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Chronic Condition SNP Sales Playbook

The Chronic Condition SNP (C-SNP) Sales Playbook is a step-by-step, broker-focused guide designed to help Medicare agents identify, market, and enroll eligible beneficiaries into C-SNP plans, while staying fully compliant with CMS guidelines.

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Turning 65 Playbook

The Turning 65 Playbook for Brokers & Agencies is a step-by-step guide designed to help Medicare professionals confidently attract, educate, and enroll individuals who are aging into Medicare while building a predictable, long-term growth strategy.

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The Latest Blogs

AEP Preparation Timeline: How to Add Medicare or Change FMOs Before AEP

If you've been wanting to add to your current line of business because your clients have been asking about Medicare, thinking about changing your FMO, or moving from a captive agent to an independent broker, that time to change is now. Don't let another year pass you by without understanding that when you start matters. AEP Preparation Timeline for Adding Medicare or Changing FMOs If you're planning to add Medicare to your line of business or change your FMO, timing is everyt

HIDE vs FIDE SNPs Explained: Everything Medicare Agents Need to Know About MCO Integration

HIDE and FIDE plans play a critical role in the Dual-Eligible Medicare market. Learn how MCO integration works, why some carriers cannot offer fully integrated plans, and what LOA agents, brokers, and agency owners need to understand when advising dual-eligible beneficiaries.

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Why Life Insurance Agencies and Agents Should Add Medicare to Their Offerings Now

If you own a life insurance agency or are an agent and add Medicare, you can increase recurring revenue, improve client retention, and raise agency valuation for your business. Learn how to build a Medicare division and choose the right FMO partner.

Broker Portal

To access more resources, such as lead vendors, CRM platform, enrollment tools, compliant marketing materials, a 90-day roadmap to success, and more, click the button below to schedule your discovery call to see how we can become your partner.

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Broker Resources for Agents & Agencies

Broker / Agent Compliance Guide 2026

Chronic Condition SNP Sales Playbook

Turning 65 Playbook

The Latest Blogs

AEP Preparation Timeline: How to Add Medicare or Change FMOs Before AEP

HIDE vs FIDE SNPs Explained: Everything Medicare Agents Need to Know About MCO Integration

Why Life Insurance Agencies and Agents Should Add Medicare to Their Offerings Now

Broker Portal

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