Broker Programs

Protect Client Relationships as They Age into Medicare

When your clients turn 65, they face decisions that could take them in a new direction. Be the broker that guides them through it — with Allsup as your expert partner.

The Opportunity

Most Brokers Lose Clients at the Medicare Transition

When group coverage ends, clients often turn to someone else for Medicare guidance — and that relationship doesn't come back. You can change that dynamic by offering Medicare support before they go looking.

Retain clients who are aging out of group coverage
Add Medicare expertise without hiring specialists
Generate new referral revenue from the Medicare market
Offer white-label programs under your agency brand
Access educational resources your clients actually need
30%
of group insurance clients will age into Medicare in the next 5 years
3x
higher retention when brokers offer Medicare support
50K+
licensed benefits brokers who could partner with Allsup
$0
cost to refer clients to Allsup support programs
Partnership Models

How We Work With Brokers

🔄
Most Common

Referral Partnership

Refer aging clients to Allsup for Medicare guidance and receive ongoing updates on client consultations.

  • Simple referral workflow
  • Client status updates
  • No Medicare license required
  • Co-branded materials
🏷️
Premium

White-Label Support

Offer Allsup's Medicare guidance under your agency brand — your clients never leave your relationship.

  • Branded materials & web presence
  • Private-label phone support
  • Your name on all communications
  • Full program management
🎓
Available

Educational Programs

License Allsup's Medicare education content and workshops to offer to your client base.

  • Webinars & workshops
  • Client-facing guides
  • Lunch & learn content
  • Email education series

Broker Partner Benefits

🏆

Expert Credibility

Offer clients 30+ years of retirement expertise without hiring a single Medicare specialist.

💰

Revenue Opportunity

Referral fees, co-marketing support, and expanded service offerings drive new revenue streams.

🛡️

Client Protection

Proactively address Medicare transitions before competitors can reach your clients.

📊

Marketing Support

Co-branded content, email templates, and client-facing materials fully developed by Allsup.

Become a Broker Partner

Join a growing network of benefits brokers partnering with Allsup to serve aging clients.