Click through to the contracting hubs and carrier portals you'll need during onboarding and as an active producer.

FLP & Industry Hubs

• SuranceBay — carrier contracting hub. surelc.surancebay.com →
• NIPR — request new state licenses + renew existing ones. nipr.com →
• AHIP — annual Medicare certification. AHIP login →
• Sircon — background check & licensing. sircon.com →
• Integrity MedicareCENTER — CRM, quoting, enrollment. integrity.com/MedicareCENTER →
• Integrity LeadCENTER — lead distribution. leads.integrity.com →
• Sunfire — Medicare quoting platform. sunfire →

Carrier Broker Portals

• Aetna · app.thinkagent.com
• Anthem / Amerigroup / WellPoint · brokerportal.anthem.com
• Cigna · cignaforbrokers.com
• Devoted Health · agent.devoted.com
• GTL (Guarantee Trust Life) · eapp.gtlic.com
• Humana · account.humana.com
• KelseyCare Advantage · kelseyportal →
• Mutual of Omaha · 800-867-6873
• United Healthcare · 888-381-8581
• United National Life (UNL) · contracting link →
• Wellabe · my.gwic.com
• Wellcare / Centene · 866-822-1339
• FuneralWise · planning.funeralwise.com

Don't see your carrier in SuranceBay? Use the Zoho form: Carriers Not in SuranceBay →

When you submit contract requests in SuranceBay, each carrier asks you to select which product lines you want appointment for. Use this as your reference.

Which lines to select

• Medicare Supplement
• MAPD (Medicare Advantage with Prescription Drug)
• MA (Medicare Advantage, no drug coverage)
• PDP (Prescription Drug Plan)
• Accident/Sickness
• Dental/Vision
• Fixed Life / Life (where applicable)

If you plan to offer Marketplace / ACA insurance, also select IEX and ACA on these forms.

Carrier-specific notes

• Aetna: Your onboarding partner will send this contract directly. You don't need to request it through SuranceBay.
• Healthspring (Cigna), Devoted Health, Wellcare/Centene: Transferring agents — after requesting these in SuranceBay you'll need to submit a hierarchy change request on each carrier's own portal.
  • Agents direct under Camille: agency to select is Family Legacy Plus, NPN 21157833.
  • Agents under one of FLP's partner agency leaders: ask them for their agency name and NPN.
• Houston-market carriers (KelseyCare Advantage, Memorial Hermann, Verda) and SCAN: use the "Carriers Not in SuranceBay" Zoho form — there's a specific link for those.

These are the carriers FLP recommends requesting contracts with. Request contracts through SuranceBay first; the broker portal links below are where you'll log in after the contract is in place to manage business, run quotes, and pull commissions.

• Aetna broker portal →
• AFLAC agent portal →
• Anthem / Elevance / Wellpoint broker portal →
• Devoted Health agent portal →
• Guarantee Trust Life (GTL) e-app →
• Healthspring (Cigna) broker portal →
• Humana agent portal →
• KelseyCare Advantage agent portal →
• Manhattan Life
• Molina (866) 440-9788
• Mutual of Omaha 800-867-6873
• Physicians Mutual
• United National Life (UNL) contracting link →
• UnitedHealthcare 888-381-8581
• Wellcare / Centene 866-822-1339

Need a carrier that isn't in SuranceBay? Use the "Carriers Not in SuranceBay" form in your Roadmap. KelseyCare, Memorial Hermann, Verda, and SCAN are common examples for the Houston market.

If you're coming to FLP from another upline, you need to request a release from your previous contracts. Copy the body below into a new email, replace the bracketed pieces with your information, and send it to your current upline.

Release Request — [Your Full Name] — NPN [Your NPN]

Hi [Upline / Partner Agency Leader Name], I'm writing to formally request a release from my current contracts under your hierarchy. I've decided to move my book of business to a new upline as of [today's date], and I'd appreciate your help in processing this transition smoothly. Please process my release through SuranceBay at your earliest convenience — industry standard for a release is up to 14 days, so I'd be grateful for your prompt attention. For your reference, my full name is [Your Full Name], my NPN is [Your NPN], my business email is [Your Email], and my business phone is [Your Phone]. Thank you for the support you've provided during my time on your team. I genuinely appreciate everything I've learned, and I wish you continued success. Best regards, [Your Full Name] · NPN [Your NPN] · [Your Email] · [Your Phone]

A short intro establishes you as their new contact and unlocks faster support. Send this once you're contracted and ready to start writing business. Copy the body below, replace the bracketed pieces with your information, and send.

Introduction — New FLP Agent [Your Name] — NPN [Your NPN]

Hi [Broker Manager Name], I'm writing to introduce myself as a new agent contracted with [Carrier Name] under Family Legacy Plus. I'm based in [your area] and focus on Medicare Advantage, Medicare Supplement, and ancillary products for adults in our community. I wanted to reach out so you know who I am as my contract progresses and I begin writing business with [Carrier Name]. Building a strong working relationship with you and your team is important to me. As I get started, I'd love to know about any upcoming carrier events, trainings, or grassroots opportunities I should plan to attend, any best practices specific to your region I should be aware of, and the fastest way to reach you when I have client questions or escalations. Looking forward to a great partnership — please let me know if there's anything I can do to support your team. Best regards, [Your Full Name] · NPN [Your NPN] · Family Legacy Plus · [Your Business Email] · [Your Business Phone]

Google Voice gives you a separate phone number that rings to your real phone — great for keeping your personal number private and creating a dedicated business line for clients.

1. Go to voice.google.com and sign in with the Google account you want to use (consider creating a new one for business).
2. Pick "For personal use" (Google Voice's business tier costs extra and isn't required for our use).
3. Search for an available number in your area code — pick one that's easy to share.
4. Verify your existing personal phone number so Google can forward calls to it.
5. In Settings, set up a professional voicemail greeting. Suggested: "Hi, you've reached [Your Name] with Family Legacy Plus. I help Medicare-aged adults navigate their benefits options. Please leave your name, number, and a quick message, and I'll return your call within one business day. Thanks!"
6. Test it by calling the new number from another phone.

Why it matters: Compliance-wise, having a separate business line makes it cleaner to record calls, track which leads called you, and keep client communication away from your family's phone.

A separate business email keeps client communication clean and ensures you don't miss carrier notices buried in your personal inbox.

1. Create a new Gmail (or other professional email) account. Suggested formats:
   • firstname.lastname@gmail.com
   • firstnamelastname.medicare@gmail.com
   • firstname.lastname.flp@gmail.com
   Avoid playful or personal handles — your clients will see this.
2. Set up a professional signature. Example:
   [Your Full Name]
   Licensed Medicare Advisor
   Family Legacy Plus
   [Phone] · [Email]
   NPN: [Your NPN]
3. Add your headshot or the FLP logo as your email avatar.
4. Set up vacation/away responders for AEP (Oct 15 – Dec 7) and OEP (Jan 1 – Mar 31) windows so clients know when you'll get back to them.
5. Use this email for every carrier contract, every CRM signup, every system login — never your personal email.

A Facebook Business Page is the foundation of your online presence as a Medicare advisor. It separates client-facing posts from your personal profile and unlocks Meta's scheduling and ad tools.

1. Make sure you have a personal Facebook account first (FB Business Pages are created from a personal profile).
2. Go to facebook.com/pages/create and click "Create New Page."
3. Enter your Page name — suggested: "Your Name — Medicare Advisor with Family Legacy Plus."
4. Choose category "Insurance Agent" or "Financial Service."
5. Add a short bio describing who you help and how.
6. Upload a professional headshot as profile photo, and an FLP-aligned cover photo.
7. Add contact info (business email, business phone), hours, and your service area.
8. Invite a few friends and family to follow your new Page so it doesn't look empty.
9. Pin a "Welcome" post introducing yourself and the kinds of clients you serve.

Scheduling lets you batch-create posts on quiet evenings and have them auto-publish during peak engagement windows.

1. Open Meta Business Suite at business.facebook.com on desktop, or the Meta Business Suite app on your phone.
2. In the left sidebar, click "Posts & Reels" → "Create Post."
3. Choose where the post should go: your Facebook Business Page, your linked Instagram account, or both.
4. Write your caption, add images or video, and tag any partners or locations if relevant.
5. Instead of clicking "Publish," click the small arrow next to it and choose "Schedule."
6. Pick the date and time you want the post to go live.
7. Click "Schedule" — you're done!
8. To view, edit, or reschedule later: go to "Planner" in the left sidebar.

Best windows for the Medicare audience: 9–11 AM and 6–8 PM tend to be high-engagement for Medicare-aged adults and their adult children.

FLP agents use a handful of separate systems through onboarding and active business. Here's what each one is, and where to start.

• SuranceBay — FLP login + carrier contracting. The main hub for requesting carrier appointments.
• LeadCENTER — Lead distribution. Where leads from FLP marketing activity get assigned.
• PlanEnroll — Online enrollment platform. Used for actual MA/MAPD applications.
• Integrity Connect — CRM, quoting, and enrollment (formerly MedicareCENTER).
• GPB (Global Premier Benefits) — Email mcaplan@globalpremierbenefits.com to request your login.
• ZOHO CRM — Required for Partner Agency Leaders only. Agents do not need a ZOHO account. Partner Agency Leaders: request your account from Camille.
• AHIP — Annual certification. Required before you can sell Medicare Advantage in any given year.
• Sircon — Background check & licensing.
• NIPR (National Insurance Producer Registry) — Where agents and Partner Agency Leaders request new state licenses and renew existing ones. Visit nipr.com → Licensing Center.

Partner Agency Leaders — important: Your licensed states must match every state your downline agents are licensed in. If one of your agents is licensed in a state where you are not, you cannot supervise their business in that state. Use NIPR to add any missing state licenses before bringing on agents licensed there.

Save every credential in your My Vault as you create logins. It encrypts each password on your device before it ever leaves your browser.

GPB is FLP's FMO. You need access to their portal as part of onboarding.

1. Email Michael Caplan at mcaplan@globalpremierbenefits.com.
2. Include: your full name, NPN, business email, and a note that you're a new FLP agent.
3. Wait for him to send your login credentials.
4. Save them in your My Vault.

Your client-facing 30-slide Medicare 101 deck. When you click Download My Deck, FLP injects your name, phone number, license, email, and QR code so you can hand it to a client or open it in a presentation immediately. Available to Active producing agents only.

Want the QR to point to your PlanEnroll page? Add your PlanEnroll URL to your profile under Settings → PlanEnroll Link. Without it, the QR falls back to a contact card (vCard) with your phone + email so clients can save you to their contacts directly.

Seven required videos to watch when you first set up Integrity Connect.

1. Registration and Account Setup
2. Navigation Overview
3. Contacts Overview
4. Scope of Appointment
5. Personalized Business Phone Number
6. Med Adv & PDP Quoting
7. Med Adv & PDP Enrollments

Four follow-up videos for once you're comfortable with the basics.

1. Personalized Website & Client Sync
2. Marketing
3. Ask Integrity
4. Plan Insights

These are the foundational consumer-facing documents your clients are likely to have seen. Read both at least once so you can speak to them confidently.

• Extra Help publication (12 pages) — Medicare's Low-Income Subsidy program for prescription drugs. Open PDF →
• Medicare & You — The official annual handbook from CMS, sent to every Medicare beneficiary. Open PDF →