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CSM
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How We Help You Grow?

Carrier Contracts

 

Gain Access to Top National & Regional Medicare Carriers


  • Medicare Advantage (MA)
     
  • Medicare Supplement (Medigap)
     
  • Prescription Drug Plans (PDP)
     
  • Dual Eligible Special Needs Plans (D-SNP)
     
  • Final Expense & Ancillary Products (Dental, Vision, Hearing, etc.)


 What’s Included:
✔️ Fast, streamlined contracting
✔️ High-level commissions
✔️ Access to co-op opportunities (if applicable) 

Lead Generation & Marketing Tools

 

Qualified leads and proven strategies to grow your book


  • Co-op marketing programs
     
  • Pre-approved compliant marketing materials
     
  • Digital marketing support (Facebook ads, email campaigns, etc.)
     
  • Direct mail campaigns
     
  • Retail and event marketing programs
     

Agent Training & Onboarding

 

We turn new agents into top producers


  • Weekly live trainings & webinars
     
  • On-demand training library
     
  • New agent onboarding support
     
  • Sales script templates and objection handling guides
     

Technology & Tools

 

Tech that works for you—not the other way around


  • CRM & quoting tools
  • Enrollment platforms (Sunfire, Connecture, etc.)
     
  • Agent portal access for tracking business and commissions

Dedicated Support Team

 

You're never on your own
 

  • Fast response time
     
  • Back-office support for applications, carrier issues, and commissions

Incentives & Events

  

We reward growth


  • Sales contests
     
  • Annual incentive trips
     
  • Recognition programs
     
  • VIP events and conferences
     

We are not connected with or endorsed by the United States government or the federal Medicare program. We do not offer every plan available in your area, and any information we provide is limited to those plans we do offer in your area. Please get in touch with Medicare.gov or 1-800-MEDICARE to get information on all your options. Health Insurance sold on csmadvisor.com is processed through the licensed entity: Coastal Senior Management.

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