Most Agents Fail Because They Lack a Proven System.
We Provide the Training, Support & Structure to Guarantee Growth.
Why Elevate Exists
Most agents don’t fail because they lack talent—they fail because they lack structure, support, and a clear roadmap to success.
At Elevate Insurance Group, we provide two pathways for success:
An Employee Model for agents who thrive with a structured system, accountability, and a proven framework.
A Broker Model for agents who want the freedom to grow but need the right support, marketing systems, and mentorship to succeed.
Unlike other agencies, we don’t just hand out leads—we equip agents with the skills, strategies, and accountability needed to scale their business.
What Makes Elevate Different?
We created Elevate because most agents don’t know what to do when it comes to running and growing a Medicare business.
Our S.A.M. System is designed to provide the framework every agent needs to succeed:
Sales Training – Our 7-part sales training system, Upfront Selling, is based on StoryBrand principles that build trust and increase conversions.
Admin & Management – We teach agents how to structure their business and manage their growth.
Marketing & Lead Generation – A proven 3-part system: grassroots marketing, professional partnerships, and turning 65 Medicare enrollments.
Success Story:
From 50 to 150 Sales Per Year
Lawrence had been in the Medicare business for 17 years, writing just 50 applications per year.
After joining Elevate’s structured training, he learned how to land professional partnerships, secure events, and build a steady pipeline.
Now, in less than 18 months, he’s tripled his production—writing over 150 applications per year using our framework.
This is what happens when agents follow a proven system.
Who Thrives at Elevate?
We recruit agents based on three key characteristics that are essential for success:
Team Player
Agents must be coachable, servant-minded, and customer-centric.
Be Smart
Agents should be problem solvers who make decisions and adapt quickly.
Must Be Driven
Agents must take ownership, follow strategies, and execute.
If you have these traits, you’ll succeed at Elevate. If you’re looking for an agency to just hand you leads and do the work for you, we’re not the right fit.
The Critical Actions That Drive Success
To succeed, agents must follow three critical actions consistently:
Generate Leads
Make calls, engage with seniors, and work your pipeline weekly.
Present Medicare Plans
Guide at least two people daily through their options.
Grow Partnerships
Build and maintain professional referral relationships monthly.
Are You Ready to Elevate Your Business?
Join hundreds of agents who have transformed their Medicare sales career with a clear roadmap, proven systems, and real support.