My Guided Solutions works with you to engage the agent community so they best understand your products, how to sell them, and what makes you special. We help you keep the pulse of the market in mind as you make decisions. With carrier, provider, and broker experience; we speak your language.
Increase your Agent Engagement
& Lower your Administration Costs
With a belief in mutual shared success, My Guided Solutions is the best partner an insurance carrier can have.
Our Services for Carriers
OneSource
- One place to contact for all your broker needs
- One place for all your agents to contact
Delegation
- Agent service and support
- Commission processing
- Agent recruitment
- Application pre-processing
- Training and certification
- OIG Exclusion List checks
Application Processing
- Application quality checks (63% of applications that come through My Guided Solutions need some sort of adjustment. We make sure applications get to you clean and ready to process)
- Applications provided as PDF, fax, or Medicare OEC data file
Audit Support
- My Guided Solutions maintains all applications and SOAs for 10+ years – Retrievable in minutes
- License, certification, and training records maintained on all agents
Compliance
- Years of compliance experience to keep agents compliant
- OIG and Federal Exclusion List checks
- Licensure and appointment tracking
Consulting
- Product development
- Marketing messaging
- Training
- Market expansion
- Providers
Technology
- FREE electronic enrollment tools
- Free Agent Portal (Guided Hub)
- Call center and telephonic enrollment capabilities
