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Meet Your Contracting and New Business Team!

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AgencyRM is a Field Marketing Organization (FMO) that strives to earn your business every single day by providing world class service and support. The AgencyRM Contracting and New Business Team is your one-source for all things Medicare and more, including Individual Major Medical, Dental, Life & Final Expense and Annuities.

Our Contracting and New Business Team at AgencyRM offers easy electronic contracting for both new and transferring agents/agencies, with access to all major carriers. Even better, we will always provide an up-front release, so if you don’t feel AgencyRM is the right place for you, you are welcome to take your contract (and your clients) somewhere else, we will never hold you hostage!

Our Contracting and New Business Team at AgencyRM offers multiple sales and enrollment tools and a wealth of knowledge to help you grow your business with confidence.

Ways our Contracting and New Business Team can assist:

● New Agent/Agency Contracting – New to the business and looking to get contracted with carriers? Let our Contracting and New Business Team assist you! We specialize in contracting agents and agencies and can help you to determine what would be a good fit for you in the service areas you work in.

● Contract Management – Need to make changes to your existing contracts with AgencyRM? Let our Contracting and New Business Team assist you! We are always happy to assist agents/agencies with updating EFT info, contact info (name/address/phone/etc.), or adding additional states to your contracts. Are you looking to start your own agency and have it added to your existing contracts? We can assist with that too!

● Questions on Licensing and E&O – Looking to license in a non-resident state or switch to a discounted E&O program? Reach out to our Contracting and New Business Team with any questions you may have! 

● Agent Referrals – Not ready to build your own hierarchy but know someone who needs to get contracted? Refer an agent to AgencyRM and you could receive $100 cash! Simply visit our website and complete the Refer an Agent Program link: https://agencyrm.com/about-us/rap

● Enrollment Questions – Unsure of what election period to use on an enrollment form or what dates you can submit an application? Reach out to our Contracting and New Business Team for assistance with these or any other enrollment questions!

● Application Processing – Do you have an enrollment form to process to the carrier? Ditch the long list of emails and fax numbers and submit them all to AgencyRM instead! You will receive instant feedback on your application submission when you use our secure upload tools in your MyARM portal or on our website. Did you know that 63% of applications that come through AgencyRM need some sort of adjustment? Our Contracting and New Business Team performs quality checks prior to submitting enrollment forms to the carriers to make sure your applications will not be held up.

Tools and Services available:

● AgencyRM Website – Need information on what states AgencyRM contracts in or what carriers/products are available to you? Visit the AgencyRM website for that info and more! https://agencyrm.com/

● MyARM Portal – Need to verify which contracts you have with AgencyRM or confirm your writing numbers or state licenses? Do you have a client to enroll and need a PDF of the enrollment form or Scope of Appointment? This information is at your fingertips in your MyAgencyRM portal! In your MyAgencyRM portal, you also have the ability send electronic enrollment forms* and SOA’s to your clients among may other useful tools.  *Electronic enrollment forms not available for all carriers.

● Discounted E&O – Looking to lower the cost of your E&O or get started as a new agent? Contact us for information on the programs we have available to you!

● Recorded Training Videos – New to the industry, or just want to brush up on carriers and/or products? Visit our website’s Videos page to find many of our pre-recorded webinars as well as instructional and educational videos that you can watch at your leisure.  https://agencyrm.com/videos

How to reach our Contracting and New Business Team:

  • Need to send us HIPAA information?  Visit our website and click Secure Email.

AgencyRM’s Contracting and New Business Team is available to assist you with all your contracting and new enrollment needs!

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