Everything you need after passing your state license — a clear, step-by-step path from paperwork to your first sale. Work through it at your own pace; we’re with you the whole way.
Sandra McDowellOwner, President & CEO Congratulations on earning your license. That’s a real accomplishment, and it’s just the beginning. This guide walks you through every step between here and your first client — the paperwork, the carrier appointments, your ACA and Medicare certifications, and the tools you’ll use every day.
At MBR we believe in one simple idea: each one teaches one. You’ll never be left to figure this out alone. Take the steps in order, check each box as you go, and reach out any time you’re unsure.
— Sandra McDowell
Read these once — they’ll make every step that follows make more sense.
We’re an independent agency — you’ll compare plans across many carriers, not push one company. Our belief is simple: educate first, sell second.
As an independent agent you set your own schedule and are responsible for your own taxes, E&O coverage and continuing education. You run your business — we give you the platform, training and support.
Commissions are paid by the carriers on the business you write and deposited to the account on your direct-deposit form. Your onboarding contact confirms the exact schedule and how to read your statements.
Stuck on any step? Call 888-627-0085 or email [email protected]. Your onboarding contact is your first point of contact through this whole process.
Follow them in order. Your progress on the checklists below is saved on this device, so you can stop and pick up where you left off.
First, we get your file set up so you can be paid and appointed. Complete and return each item below. Your onboarding contact will send you fillable copies of everything.
Contracting is how you get “appointed” with each insurance carrier so you’re authorized to write their plans. You’ll submit a short application per carrier; the carrier reviews it and issues you a writing number.
To help clients on the Health Insurance Marketplace, you must complete the required federal ACA certification each plan year. The goal here is simple: get certified and send us your proof.
If you plan to write Medicare, you’ll complete a few required certifications. Again, the focus is getting certified in the correct order and sending us your certificates — not learning all of Medicare at once.
Now we get you logged in to the tools you’ll use every day. Your onboarding contact will provide the links and credentials for each item below.
The final step. Before you take live clients, you’ll complete a short readiness check with us so your first real enrollment goes smoothly.
These are also sent to you during onboarding. Need a copy now? Request any item and we’ll email it over.
Your onboarding contact is here to help you get appointed, certified and selling. Don’t stay stuck — reach out.
