The process

Seven simple steps.
One team beside you.

If you love helping seniors, you already have the hard part. EIG walks you through everything else — one clear step at a time, with a real person to call at every stage.

No experience needed

We train you from day one.

Never on your own

A mentor at every single step.

Built on heart

Serving seniors is the whole job.

Your path, step by step

Easier than it looks. We promise.

Each step prepares you to deliver accurate, ethical, and dependable guidance to Medicare beneficiaries — and each one comes with EIG support built in.

  1. 1

    Understand the role

    Learn how advocates guide beneficiaries through Original Medicare, Medicare Advantage, Part D, and Medigap.

  2. 2

    Earn your health license

    Complete state education, pass the exam, finish fingerprinting, apply for your license, and secure E&O coverage.

  3. 3

    Complete AHIP

    Pass the annual Medicare certification so your guidance reflects current rules and compliance requirements.

  4. 4

    Contract with carriers

    Submit applications through EIG, then complete background checks and carrier appointment requirements.

  5. 5

    Finish carrier training

    Learn each carrier’s Medicare Advantage, Supplement, and prescription drug products before selling.

  6. 6

    Begin serving seniors

    Build relationships through referrals, community outreach, professional networks, and compliant digital marketing.

  7. 7

    Keep learning and growing

    Complete annual certifications, attend trainings, stay current, and grow from independent agent to team leader.

You can do this

Bring the heart. We’ll handle the roadmap.

Every EIG agent started exactly where you are now. The ones who succeed are the ones who care — the rest is training, tools, and a team that answers the phone.

Take step one