Sales Training and Certification

Abusive and misleading marketing and sales practices by agents selling Medicare products have received widespread publicity – and are a CMS top priority for taking tough enforcement actions against plans. CMS now requires Medicare Advantage and Prescription Drug Plans to pass a written test with a minimum score of 85 percent and to report to states that they are using agents consistent with state licensing requirements.

Gorman Health Group’s Medicare Sales Training and Certification Program is a CMS-reviewed, comprehensive, web-enabled program that can be used to train, test, and certify sales agents -- even those located remotely.  Unlike other programs on the market, Gorman Health Group’s program provides plan-specific training, testing, and certification.  We develop customized content providing in-depth coverage of your individual organization’s specific product options, benefits, requirements, copayments, coverage rules, service areas – and more.

Our direct pay retail option allows health plans to shift the expense of agent training to their agents directly. With payment options that allow online payment using a credit card, an agent can pay for and complete Medicare certification in oneonline session. Then, we'd direct them to you for product-specific training. Online direct pay is a win-win for the agent and the plan.

General Agencies (GAs) and Field Marketing Organizations (FMOs) can also use the program to provide a more attractive sales force to their Medicare Advantage customers.  Individual agents who wish to receive training and certification in order to meet brokerage house or plan requirements to be able to participate in Medicare sales activities can also purchase the program on their own.

“Gorman Health Group’s Medicare Sales Training and Certification Program is a good fit for any Medicare plan looking to outsource its sales training certification function. The content is served up in a very user-friendly manner and the broker’s understanding of this information is clear and measurable.  It’s a great tool for creating a knowledgeable, confident, and CMS-compliant sales force which should provide credibility for any MA organization.”

--Vice President of Marketing, XLHealth

“Thank you for helping take our company to a new level of training for independent insurance agents who sell our products.  Everything from the initial meeting, the development, and administration of the on-line training and certification course was handled professionally and with ease.  I recommend your program to any company offering Medicare Advantage and Prescription Drug Plans.”

-- Manager of Broker Relations, Windsor Health Plan, Inc.