Medicare is a people business. But the back office? That's where agents lose hours every day to tasks AI can handle in minutes. Medicare Agent HQ teaches you how to automate the work — so you can own the relationship.
"Medicare is a relationship business. Every hour you spend on admin is an hour you're not in front of a client who needs your help."
You don't need to work more hours. You need to stop doing the work that doesn't require a licensed human. The clients need you in the room — not a version of you that's exhausted from formatting emails and chasing SOA forms.
Medicare Agent HQ is the education and tools hub built specifically for independent Medicare agents who want to automate back-office operations without sacrificing the personal relationships that drive referrals and retention.
Step-by-step guidance on using AI tools like ChatGPT and Claude to write client emails, draft follow-ups, summarize plan comparisons, and more — built specifically for Medicare workflow.
Core ProductSet your enrollment target and get a CMS-compliant activity plan: PTC leads needed, appointments per week, SOAs to prepare, revenue projections, and a weekly tracker for all 8 AEP weeks.
Free ToolPre-built, CMS-reviewed communication templates for client follow-up, annual review reminders, post-enrollment check-ins, and educational event invitations.
Coming SoonLearn how to set up automated SOA reminders, birthday and anniversary touchpoints, PTC expiration alerts, and annual review sequences using tools agents already have.
Coming SoonPractical tools for pipeline tracking, commission projections, client retention metrics, and AEP performance — built around how Medicare agents actually work.
Growing LibraryGuides, workshops, and trainings that translate complex technology into plain language — no jargon, no fluff. Built by a licensed agent who uses these tools in her own practice every day.
In DevelopmentI'm Anita Marshall — a licensed Medicare insurance broker, 14-year Navy veteran, and the founder of Medicare Agent HQ. I didn't build this from a whiteboard. I built it from the trenches of my own practice, where I was spending hours every day on tasks I knew technology could handle.
So I learned the tools. I tested the prompts. I built the workflows. And then I started teaching other agents what I discovered — because Medicare clients deserve agents who have time to actually serve them.
The only AI prompt guide built specifically for licensed Medicare agents. Stop staring at a blank screen. Start saving hours every week.
Enter your enrollment goal and get a complete CMS-compliant activity plan — PTC leads, weekly appointments, SOA tracking, revenue projections, and an 8-week progress tracker.
Free · No Credit CardA complete automation playbook: CRM setup, SOA workflow, PTC tracking, annual review sequences, and client retention templates — all in one bundle.
Live Zoom training: how to set up a fully automated Medicare practice back office in one afternoon. Hands-on, practical, built for non-tech agents.
Enter your enrollment target and get a CMS-compliant activity plan built around how Medicare agents actually work — not cold calling playbooks that will get your license pulled.
Free access · Enter your email · Instant unlock
Start with the free AEP calculator. Pick up the AI Prompt Playbook. Build the practice you actually want — one where the relationship stays yours and the back office runs itself.
Instant download · No subscription · Built by a licensed Medicare agent