Is This You
This course was built for three kinds of agents
The Telesales Agent Ready to Make the Move
You've been selling Medicare over the phone. You're good at it. But you've watched the industry shift — carriers pulling back on telesales models, accretion rates under scrutiny, job stability becoming less reliable. You know field sales is where this business is going. You just haven't had a clear roadmap for how to get there. This course is that roadmap.
The Agent New to Medicare
Maybe you've been selling ACA, life insurance, or final expense. Maybe you're coming from a completely different industry. You're licensed, you're motivated, and you've heard that Medicare is where the long-term money is. But you don't know where to start — and you don't want to figure it out by making expensive mistakes. This course starts from the ground up and builds you into a knowledgeable, confident Medicare field agent.
The Agent New to Medicare
Maybe you've been selling ACA, life insurance, or final expense. Maybe you're coming from a completely different industry. You're licensed, you're motivated, and you've heard that Medicare is where the long-term money is. But you don't know where to start — and you don't want to figure it out by making expensive mistakes. This course starts from the ground up and builds you into a knowledgeable, confident Medicare field agent
The Experienced Agent Who Wants to Sharpen
You're already in the field. But you know there are gaps in your strategy — your retention system, your market presence, your AEP preparation, your income diversification. You want a complete framework built by someone who has trained hundreds of agents and knows what actually works. This course gives you that framework — and challenges you to build better.
Here's What Most Agents Get Wrong
The biggest mistake agents make when they move into field sales is bringing the telesales playbook with them.
They look for leads to buy.
They wait for the phone to ring.
They measure their day by activity that looks busy but doesn’t build anything.
Field sales doesn’t reward volume.Â
It rewards relationships.
And building a relationship-based field business requires a completely different mindset, a different strategy, and a different set of skills than anything telesales ever taught you.
The agents who fail in field sales aren’t the ones who didn’t work hard enough. They’re the ones who worked hard in the wrong direction — without a system, without a plan, and without the right people around them.
That’s exactly what this course solves.
Everything You Need to Build a Field Medicare Business That Lasts
This is not a collection of tips and tricks. This is a complete system — 8 modules covering every critical component of a successful field Medicare business, built in the right sequence, with the right depth.
Module 1
Transitioning to the Field
The mindset shift, the market approach, and the community roadmap that every field agent needs before they write their first policy.Â
Module 2
The Entrepreneurial Agent
What it actually means to work for yourself — the accountability mindset, the tools, and the daily disciplines that separate agents who build from agents who drift.
Module 3
Planning, Goals & Time Management
Elevate's signature planning system — the quarterly framework that tells you exactly what to focus on every single month of the year, and the goal-setting approach that keeps you on track even when AEP is still months away.
Module 4
Client Retention & Service Excellence
The complete retention playbook — how to get clients past the goal line, how to keep them on the books through the critical 90-day window and beyond, how to deliver extraordinary service without losing your productivity, and how to grow your income through smart cross-selling.
Module 5
Diversifying Your Income
The math of building side income streams during your lock-in months — and how two modest additional practices can add $24,000 or more to your annual income.
Module 6
Knowing & Growing Your Market
Your complete market strategy — from your immediate circle to your niche to your professional partnerships — and the quarterly plan that keeps you building the right pipeline all year long.
Module 7
AEP Preparation & Carrier Strategy
How to walk into every AEP already certified, already knowledgeable, and already booked — with insider strategies most agents never learn until their third or fourth year.
Module 8
Agents New to Medicare
A dedicated module for agents new to the Medicare space — how to learn it fast, build the right support system, make your first impact, and set yourself up for a first year that actually leads somewhere.
Here’s Everything Inside the Course
- 31 lessons across 8 modules — self-paced, available immediately
- Every lesson includes slides — visual learning built into every lesson
- Podcast-style sessions with real conversations between experienced field agents
- Voiceover + slide sessions for tactical and system-based content
- Standalone reference slideshows you can download and keep
- 12 worksheets and capstone tools for every major module
- The Vision to Execution Worksheet — your 5-year plan down to monthly targets
- The Community Roadmap — a 5-point framework for building your market from the ground up
- Tax Deduction Checklist for Medicare Field Agents
- 3 bonuses included: 30-Day Starter Plan, Community Roadmap Quick Start, Mindset Shift Guide
- Lifetime access — come back any time as your business grows
Built by People Who Have Actually Done This
This is not a collection of tips and tricks. This is a complete system — 8 modules covering every critical component of a successful field Medicare business, built in the right sequence, with the right depth.
This is not theory. This is what actually works in the field.
This course wasn’t built in a boardroom. It was built by two people who have personally trained hundreds of Medicare agents — in telesales and in the field — and have watched firsthand what separates agents who thrive from agents who struggle.
Kevin, founder of Elevate Field Agency Services, has spent years developing agents at every level — from brand new licensees to experienced telesales professionals making the transition to field. The strategies in this course are the ones he has used, taught, and refined across hundreds of real-world agent relationships.
Every module is built around what agents actually face — the real objections, the real compliance challenges, the real income volatility, the real market-building work that nobody teaches you in a carrier certification.
And every lesson is designed with one question in mind:Â what does this agent need to know to go do this better tomorrow?
This is not theory. This is what actually works in the field.
The Industry Is Shifting. Are You Ready?
The largest telesales Medicare operations in the country have been shrinking. Carriers are tightening accretion standards and pulling contracts from agents with high disenrollment rates. The era of high-volume, low-relationship Medicare selling is coming to an end.
The largest telesales Medicare operations in the country have been shrinking.
Carriers are tightening accretion standards and pulling contracts from agents with high disenrollment rates.
The era of high-volume, low-relationship Medicare selling is coming to an end.
The agents who will thrive in the next decade of Medicare sales are the ones building real relationships with real clients in real communities.
Field sales isn’t the future of Medicare. It’s the present.
The question isn’t whether to make the shift. The question is whether you make it with a proven system — or figure it out the hard way on your own.
This course gives you the system.
2026 Introductory Offer
Regular Value: $899 · Your Price Today:
$399
One-time payment — full access, immediately
— OR —
2 Ă— $250
Two-payment plan — same full accessÂ
This is a 2026 introductory price. As additional cohorts launch and the course expands, the price will increase. Lock in this rate now and get lifetime access to everything — including future updates.Â
ENROLL NOW — $399Here's What Changes When You Complete This Course
You stop chasing leads
and start building a community that comes to youÂ
Your income grows beyond Medicare
because you've built the right diversification strategy into your existing outreachÂ
You know exactly what to do every quarter
— Q1, Q2, Q3, Q4 — with a system that connects daily activity to yearly vision
Your first AEP — or your next one —
is your best one yet because you prepared the right wayÂ
 Your clients stay
on your books because you have a real retention system — not just good intentionsÂ
You stop feeling like you're figuring it out alone —
because you have a framework, a system, and the right support around youÂ
The field rewards agents who show up consistently, build real relationships, and take care of their clients like they matter. This course teaches you how to be that agent.
Your Questions Answered
Is this course right for me if I'm still in telesales and not sure about making the move?
I'm completely new to Medicare. Is this too advanced for me?
I've been in field Medicare for a few years. Will I get value from this?
Is this self-paced? Do I have to complete it by a certain date?
What if I have questions as I go through the course?
Is there a refund policy?
Here's What Changes When You Complete This Course
Every week
you spend in a telesales model that’s shrinking is a week you’re not building the relationship-based field business that will still be growing in five years
Every week
a new agent spends figuring out Medicare without a system is a week of expensive mistakes a good course could have prevented.
Every month
an experienced field agent without a planning system, a retention framework, and a diversification strategy is leaving income on the table.
This course fixes all of that.
In 31 sessions. At your own pace. For less than you’ll make on a single Medicare Advantage enrollment.
Enroll today. Start building tomorrow. And by the time your first — or next — AEP comes around, you'll be the most prepared you've ever been.Â
ENROLL NOW — $399