We're building a network of life & health insurance agents and agency principals who take BBB accreditation and AHIP certification seriously — and want a documented sales system that trains them to serve senior clients across Medicare, life, annuities, and supplemental health, not just a carrier login.
You're licensed, maybe captive today, and want carrier flexibility, real training, and a book of business that's actually yours.
You already recruit and manage agents — and want our credentialing, training library, and onboarding system as your backbone.
"I built SoundAdviceMD after running operations at Global Premier Benefits. I wanted an agency that treats credentialing and training as seriously as production."
Your clients and carriers see a credentialed, accredited agency behind your name from day one.
Step-by-step training on our full sales process, with mock calls and plan transition scripts.
Scope of Appointment callbacks, compliance, and paperwork all have a named owner — not a black box.
Weekly and monthly cadences to keep you current on plan changes, carrier updates, and pipeline coaching.
A relationship-first enrollment philosophy built around annual client touchpoints, not one-and-done sales.
Represent multiple carriers with the flexibility to actually serve the client in front of you.
National carrier scale and shared technology — including the IntegrityCONNECT platform — behind your local relationships.
A short conversation about your license status, experience, and goals — no pressure, just fit.
We verify licensing and get you appointed with carriers under the SoundAdviceMD BBB-accredited umbrella.
Systems access, Scope of Appointment process, and your first shadowed calls with our team.
Full walkthrough of our consultative sales process, mock call library, and plan transition training.
Live enrollments with recurring meeting support, best-practice coaching, and annual touchpoint planning.