Training & Support
In-person events, webinars, digital courses to build your business
We are here to support you.
Learn more about the different ways we help you find success in your insurance sales career.
Carriers & Products
A wide range of products through partnerships with top-tier carriers
Websites & Digital Marketing
High-quality digital marketing programs designed to help you grow your business
Culture of Success
Join a team that is driven to support you in your successful sales journey.
See How We've Helped Agents Like You
I just had my best year ever. Thanks for the support, Phinney!
Susan W., Tacoma, WA
I am so grateful for their guidance as I got started in Medicare sales. It has been so easy. They know the business and helped me quickly get started with sales. I couldn't imagine navigating that without their expertise.
Mike M, Kirkland, WA
Very nice team and informative information. The process couldn't have been easier. Five stars!
Miles D, Lake Forest Park, WA
Very knowledgeable and was a great help to me as I recently transitioned out to independent after 20 years in captive sales. Phinney made it effortless less for me and I’m truly grateful for their expertise and excellent customer service.
Ida Warner, Seattle, WA
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Frequently Asked Questions
How do I obtain a health insurance license?
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!
Do I need prior experience in insurance sales?
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.
Will I have a mentor or someone to help me get started?
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.
What is the commission structure for health insurance agents?
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.
What technology or tools will I have access to?
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.