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Recent News and Updates

Read the latest news and information useful to you.

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What Does Full Coverage Really Mean? (Spoiler: It’s Not as ‘Full’ as Most People Think)

When someone asks for “full coverage” on their car insurance, they’re usually looking for peace of mind. Unfortunately, the term “full coverage” is...

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Your College Student Is Off to School—Is Their Stuff Covered?

Watching your child pack up for college is an emotional milestone. You’ve helped them pick classes, shop for dorm essentials, and maybe even taught...

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Building Success: Exploring Lucrative Opportunities for Aspiring Insurance Agents

For younger professionals, the insurance industry might not seem as enticing as tech or finance. However, the reality is that insurance offers...

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How an Independent Insurance Agent can Tailor Coverage to Your Needs

When Emily and her husband, James, bought their dream home in a quiet suburban neighborhood, they felt a deep sense of accomplishment. The house...

No license? No problem! 

We simplify the process of getting one.

The support you need to succeed in insurance sales. 

Learn more about the different ways we help you find success in your insurance sales career. 

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Training & Support

In-person events, webinars, digital courses to build your business

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Carriers & Products

A wide range of products through partnerships with top-tier carriers

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Websites & Digital Marketing

High-quality digital marketing programs designed to help you grow your business

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Culture of Success

Join a team that is driven to support you in your successful sales journey. 

 

What Our Customers Are Saying

Hear from customers like you.

 

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I am so grateful for their guidance for my Medicare supplement plan. It has been so easy. They know the business and helped me pick the perfect plan for me. I couldn't imagine navigating that without their expertise.



Mike M, Kirkland, WA

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Phinney can provide you with the best products at top commissions. And then we'll throw in training, tools, support, incentives, and more. 

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Frequently Asked Questions

To obtain a health insurance license, you typically need to follow these steps:

    1.    Complete Pre-Licensing Education: Enroll in a state-approved pre-licensing course to learn the fundamentals of health insurance.
    2.    Pass the Licensing Exam: Schedule and pass the state licensing exam, which tests your knowledge of health insurance laws and practices.
    3.    Submit an Application: Apply for your license through your state’s insurance department, providing necessary documentation and fees.
    4.    Background Check: Undergo a background check as part of the application process.
    5.    Maintain Your License: Once licensed, complete continuing education requirements to keep your license active and in good standing.

 

We'll help you along the way!

No, prior experience in insurance sales is not required. We provide comprehensive training programs that cover all aspects of health insurance sales, from understanding policies to mastering sales techniques. Whether you’re new to the industry or looking to transition from another field, our training will equip you with the knowledge and skills you need to succeed.

Yes, you will have access to a mentor or support system to help you get started. We believe in the importance of guidance and support, especially for new agents. Our mentorship program pairs you with experienced agents who can provide valuable insights, answer your questions, and offer encouragement as you begin your career.

Our commission structure is designed to reward your hard work and success. As a health insurance agent, you earn a commission on each policy you sell. The exact percentage can vary based on the type of policy and the volume of sales. Additionally, we offer performance-based bonuses and incentives to further enhance your earning potential.

As a health insurance agent with our company, you will have access to a range of advanced technology and tools to support your work, including:

 

  • Customer Relationship Management (CRM) System: To help you manage client information and interactions efficiently.
  • Digital Marketing Platform: We provide you with a web presence and email marketing automation to help you retain clients, increase cross sales, and generate referrals. 
  • Marketing Tools: To assist you in generating leads and marketing your services.
  • Quoting and Enrollment Software: To streamline the process of providing quotes and enrolling clients in health insurance plans.
  • Training and Educational Resources: To keep you updated on the latest industry trends and best practices.

These tools are designed to enhance your productivity and help you deliver exceptional service to your clients.