Action Academy

 

 

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Action Academy offers another avenue for agency partners to capitalize on our expertise. For each market we serve, we have designed learning experiences to support you in growing and maintaining your book of business. 

Training calendar


Wednesday
June 24, 2026
Show the full menu: Deliver more value for your employer groups
10:00 AM

We've been expanding the range of products available to our co-brokers with one goal in mind: helping you develop the stickiest business relationships that you can.

The best way to do that is to showcase your value as a full-service employee benefit agent.

We'll show you how one conversational aid can start you down that path. 

 

Attend virtually

Wednesday
July 8, 2026
When clients should eat their MedSupp renewal, and when you should serve something different
10:00 AM

 For a long time, Medicare Supplement Plan G has been the gold standard in Medicare coverage. But, as utilization rises, so do premiums. And many of your clients are crying uncle.

So, when do you tell them to just eat their new rate, and when do you help them go shopping?

We'll walk through a few key decision points, some options for helping clients already in this situation, and a few pointers for mitigating this in the future. 

Attend virtually

Thursday
July 16, 2026
Local SEO for health insurance pros
10:00 AM

 If Google doesn't show your agency at the top of a "health insurance near me" search, you're effectively invisible. That's not good for business.

We'll help you end your disappearing act by walking you through tips for establishing a credible Google Business Profile and turning it into a search-engine-friendly review driver.

For some added fun, we'll do a few live audits of profiles, highlighting strengths and areas of improvement. 

Attend virtually

Wednesday
July 22, 2026
Eight things you're forgetting at Medicare marketing events
10:00 AM

Secret shoppers from carriers and CMS are back in full force. And, they recently released a list of items that agents consistently miss during marketing events. We'll let you in on the secret, and make sure you deliver a compliant presentation every time.

 

Attend virtually

Wednesday
July 29, 2026
Ancillary 101: The sprinkles atop major medical
10:00 AM

You don't have to stop selling once you get major medical coverage: in fact, your door is now open to a whole new world of ways to keep your clients hooked on you. Learn the basis of cancer, critical illness, and hospital indemnity, then practice matching them to clients.

 

Attend virtually

Tuesday
August 18, 2026
AEP/OEP Kickoff Summit
8:00 AM

Short educational sessions, carrier presentations, giveaways, parting gifts, food, drink, and networking! This event takes place at the MSU Management Education Center in Troy, Michigan. 

 

Save your seat

Wednesday
September 16, 2026
Co-Brokerxchange
9:00 AM

Whether you are looking to exchange feedback about market trends and service needs, or hear the latest news, we’re providing an opportunity to learn from each other. Join us to experience what it’s like working with the support of a larger agency backing you, your staff, and the employer groups you serve every day.

 

Save your seat

 

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