AEP is right around the corner

Get information about 2022 AHIP certifications, 2022 plan information, carrier contracting blackout dates, product training, webinars and more!
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A winning AEP starts at MedicareLIVE!​

Wednesday, August 4th 10 AM - 4 PM EDT

AEP is right around the corner.

Get information about 2022 AHIP certifications, carrier contracting blackout dates, product training, webinars and more!
The 12th Medicare Supplement Industry Summit is live in Chicago September 8 - 10th. Save $100 by entering CSG referral code july100​ when registering online.

What we do.

We are an insurance marketing organization (IMO) also known as a field marketing organization (FMO). As an insurance agent, financial advisor or retirement planner, you need accurate and timely information, not only about senior health and life products but also about the marketplace in general. Partnering with a marketing organization that has their finger on the pulse of the ever-changing marketplace, holds contracts with A rated carriers and ensures their producers are 100% vested are just a few reasons why our agents work with us.

Our commitment.

We have successfully assisted our agents with growing their businesses for nearly 30 years. As the cost of healthcare continues to rise and the population continues to live longer, it's imperative for seniors to plan accordingly. The Corey family has been in the insurance industry since the 1800s.​ In the spring of 2020 we partnered with Integrity Marketing Group, which allows us to offer our agents the best selection of Life and Senior Health Insurance products in the industry. 

Why work with us?

Only a few clicks away is your resource center for becoming contracted and the entire sales process. Online contracting is quick and efficient with SureLC. Commissions are paid to you directly through the carrier allowing you to get paid the highest compensation possible. Once appointed with the carriers of your choice, get access to quotes, applications, marketing materials, contracts, commissions, case statuses and more. Managing your business is made easy with our online tools and resources.

Honesty, integrity and hard work.

We are here to assist you in growing your business, and with that comes a deep commitment to you, our client and producer. Nearly three decades of helping agents and agencies with solutions, you can depend on us to be your partner and advisor. We’ll help you select the best products for your clients, and we’ll provide all the marketing and back-office support you need. We’ll also give you proven strategies to make your business prosper, provide education and training to keep you up to date about markets and trends, and provide you with a complete arsenal of tools to help you succeed. ​Our agent retention rate is one of the highest in the industry.

More ways to grow.

Having more products in your portfolio increases your opportunity to grow your client base. Our products are designed to give your clients peace of mind. And our Sales Managers have the expertise and knowledge to guide you with complete solutions, if you need assistance. Submitting applications electronically with our carriers ensures accuracy and efficiency. Taking advantage of our experience and tools will give you the ability to expand your product portfolio and grow your bottom line.

Tools to help you.

Marketing plans, quoting, rate and underwriting tools, sales techniques and growth strategies are all important tools to have when you work with an insurance marketing organization. We believe in helping you brand and market yourself and offer actionable strategies you can put into place, which will help you maximize your time and grow your book of business. Our Marketing team can assist you with website content and reviews, logo design, social media content and ad creation, digital brochures, email campaigns, webinar content, product fact sheets, scripts, leads and more.

Ready to get started?

Visit our Contracting page and select 'New Agents'. Create your SureLC account, login and select the carriers you'd like to work with. Our Contracting Department will reach out to you, and you'll hear from our Sales and Marketing Departments as well. Together we'll help you grow your agency and increase your revenue.

What our agents are saying about us.

​"An awesome team, with Robiny and Cassandra working to provide quality products. Honesty, integrity and great service are their Hallmark. Thom and Valerie Styron recommend them without hesitation." ~ Thom S.

"Cassandra, Robiny and all others have provided great support and assistance. Their service exceeds excellent. Highly recommended!" ~ Kirk N.

​"Great team with awesome support. From the top down, they are there to support you. Always ready to help and get answers." ~ Michael B.
"As a fellow marketing organization looking to affiliate with an agency that specializes in Medicare Planning, The Brokerage Resource checks off all the boxes when it comes to their expertise in the market, their marketing support for both myself as a GA as well as agents, and their stated mission to do the right thing for clients represents exactly my beliefs as well. I strongly recommend that you speak with them about how they can help you be more successful and generate more revenue. Special thanks to Carolyn Portanova their Director of Marketing." ~Jim K.

​"Everyone here at TBR is exceptional! Most FMO/IMOs are a contract collection shop and leave you out to dry...not these guys! They strive to help you succeed in your insurance business. They support your business behind the scenes. The best independent insurance agent model in my opinion. I've had my Medicare contracts here for a long time and they will stay that way." ~ Tim B.