Starting out as a new Medicare agent might feel a little overwhelming at first. Partnering with the right FMO will make all the difference in the long-term success of your business. When you align with PTT Financial, you receive support and guidance from an FMO who understands your business and the market.

The following are some frequently-asked questions about working with us.

What are the benefits of partnering with PTT Financial?

PTT is one of the largest Medicare Field Marketing Organizations (FMO) in the Rio Grande Valley. We offer access to premier carrier contracts at the highest commission levels. We provide training, marketing opportunities, contracting assistance, lead support, and errors and omissions insurance. Our focus on diverse product offerings and training means our agents can successfully compete and meet the needs of their clients in an ever-changing market.

What Medicare training do you offer?

We provide continuous learning and development to stay at the forefront of industry trends and CMS regulatory changes. This includes Medicare 101, Medicare Advantage, and Medicare Supplement training as well as carrier specific training.

What Medicare marketing opportunities do you offer?

At PTT Financial our agents have access to co-op marketing programs and marketing opportunities with our retail partners HEB, CVS, Walmart, and Walgreens. This provides enhanced visibility in your market and access to prospects and potential clients.

Other than Medicare, what products can I sell?

To be successful, agents need to be able to offer a broad spectrum of products to meet their clients’ needs. With PTT Financial, you can help your clients meet their future long-term financial goals with indexed products, such as universal life insurance and annuities.

Our 7 Steps for Business Builder System provides the training you need to learn how to define your target market, approach and engage prospects, help clients find the money to achieve their goals, respond to objections, overcome client indecision, and close sales.

What technology is available to support my business?

Our technology eliminates tedious tasks, leaving you free to focus on your clients and growing your business. We provide all the tools you need to quote, submit applications, and stay in contact with your clients. We offer an industry-specific CRM built with your needs in mind to help you manage prospects, clients, policies, and carriers. We also offer an all-in-one cybersecurity solution to protect your data.

What other resources are available to me?

To stay well informed, you need access to a comprehensive, up-to-date source of information. The PTT Financial Agent Portal offers valuable resources and relevant business tools, including training materials and presentations, carrier-specific resources, informative agent articles, help with contracting and certification, important forms, and an events calendar.

How can I connect with other agents while working independently?

When working independently from home, you may sometimes feel alone and isolated. PTT Financials’ Agent Network enables you to connect with other agents at training sessions and events, where you can interact, learn best practices from more experienced agents, have fun, and build long-lasting relationships.

How does the pay and commission structure work?

As an independent agent, you’ll receive your commissions directly from the carrier. Commissions rates vary by carrier and state. PTT Financial ensures you can contract with top carriers, both nationally and regionally, at the highest commission rates.

As an independent agent, you are ultimately in charge of your career and responsible for your own success, but the right FMO plays an important role: it becomes a mentor and a guide who empowers you with knowledge and tools to succeed. At PTT Financial, we are invested in our agents and our community. Your success is our top priority. Contact us today.