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.