Your Medicare Upline for Real Support, Real Growth, and Real Results.
How Medicare Agents Grow with an FMO
Medicare agents grow their business by working with an FMO that provides carrier access, guidance on lead strategies, and real-world support as they build.
At The Bedrock Group Advisors, we help independent agents and agencies:
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Get contracted with top national and regional carriers
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Understand how to position themselves in the Medicare market
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Build consistent lead flow using proven strategies
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Choose between independent/broker or how to build an agency
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Technology you actually need
If you are trying to figure out how to move, start, grow, or scale your business, this is where that conversation begins. Click "Schedule a Confidential Call" to book your discovery call to begin your journey.
HOW TO BUILD A BETTER BUSINESS WITH A BETTER UPLINE
At The Bedrock Group Advisors, we pride ourselves on being an FMO built around agent success. Agencies are tired of outdated FMOs that hand them links and leave them to sink or swim. We offer more than just a life jacket. We offer a full-service, high-support platform that helps new, experienced, and life-focused agents grow with confidence.
FULL SERVICE, HIGH SUPPORT, AND TECH-DRIVEN
Personalized Onboarding
We walk new agents through a clean, guided onboarding experience. From contracting to certifications, so you can start writing business with confidence.
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AHIP + Carrier Certification Guidance
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Step-by-step contracting with real humans
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90-day personalized onboarding roadmap to success
Ongoing Support
You’re never left on your own. Our support team stays with you year-round to help troubleshoot issues, unlock new opportunities, and scale your Medicare business.
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Real-time answers
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Help resolving carrier, portal, or enrollment questions
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Proactive coaching to help keep you moving forward
Lead & Data Analytics
We offer insights on lead generation and can provide data and analytics to enhance your lead quality. Access smarter insights instead of guessing. We help you understand your market, track performance, and grow faster.
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Holistic planning
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Service you can count on
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Trusted by folks nationwide
Technology Driven
Access to manage leads, reporting, monitor sales acitivities, and more in our exclusive CRM system for agents, made by agents.
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Cutting-edge tech for enrollment
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Monitor Sales growth
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Leads, reporting, and more in one place
Sales & Business Training
We are your biggest cheerleader. We want you to succeed, so we teach you everything we know on how to be successful.
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Ongoing training
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Proven sales scripts & workflows
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Training module platform
Quoting Guidance
We provide access to compare plans, quote, and enroll all in one place. We help you choose the right carriers, navigate Sunfire, and more.
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Quoting Troubleshooting
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Carrier connections
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Help build side-by-side comparisons
Market Strategy
Get real results from proven market strategies, including branding, materials, SEO, and AI optimization, and more.
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SEO optimization and AI support
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Field Marketing Support
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Tried and true proven strategies for online and field growth
Broker Portal
Access to resources, training materials, guides, compliance, and more through our exclusive Broker Portal.
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Training Library
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Resources
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Agent training and compliance guides
Seminar & Event Partnerships
Share seminar success, partnership success, and event-in-a-box workshops for T65 and community engagement.
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Event-in-a-Box Kits
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Scripts, slides, collateral
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CMS-compliance coverage
What Most Agents Are Trying to Figure Out
Before we ever talk about contracts or carriers, most agents come to us with the same questions:
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How do I actually get contracted the right way?
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How do I get support from an FMO?
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How can I add Medicare to my existing line (s) of business
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How do I get leads that actually work?
How Medicare Agents Get Contracted
Medicare agents get contracted by completing AHIP, finishing carrier certifications, and submitting their contracts through an FMO or directly with carriers.
Here's what the process looks like:
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Complete AHIP certification | Discount Code Offered Here
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Complete carrier-specific certifications
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Submit contracting paperwork through FMO
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Get appointed and ready to sell
Where most agents get stuck is not in the steps themselves; it is in not having someone walk through them with them the right way the first time.
How Do I Get Support From an FMO?
Not all FMOs operate the same way, and this is where many agents get frustrated.
Support should look like:
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Clear guidance on contracting and certifications
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Real answers to day-to-day questions
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Help thinking through business decisions
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Access to tools like CRM and enrollment platforms
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Ongoing training that actually applies to what you are doing
If you feel like you are on your own after getting contracted, that is not real support. The right FMO should feel like a resource you can actually use.
How Can I Add Medicare to My Existing Line of Business?
Whether you are in life insurance, P&C, employee benefits, preneed, or even a CPA, adding Medicare is usually more straightforward than most firms would expect. We make it simple.
In most cases, it looks like:
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Starting with one licensed agent
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Using your existing client base as your first opportunity
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Creating a simple referral flow internally
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Structuring commissions correctly for the business
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Expanding once demand is there
You do not need to build a new department on day one. Most successful agencies start with one or two great folks and build from there.
How Do I Get Leads That Actually Work?
Leads are one of the biggest frustrations for agents, and also one of the biggest opportunities when done right.
What we consistently see:
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Not all leads are created equal
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Lower-cost leads usually come with lower intent
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Close rate matters more than cost per leads
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A mix of lead sources performs better than relying on one
We help agents understand what is working right now, what to avoid, and how to build a lead approach that actually produces results over time.
Who TBGA Partners With
Brokers/Agencies that handle all training and support on their own.
Independent brokers who are stuck at low contract levels.
Brokers who are looking for the right support to help grow an agency
Brokers/Agencies whose current FMO won't help them grow.
Brokers/Agencies that want to add Medicare and stop leaving money on the table.
New agencies who need a scalable and reliable growth model.
Frequently asked questions
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