Your trusted Medicare referral partner
When your clients need help with Medicare, we take care of them — so you don’t have to worry. Your referrals receive our trademark customer service, and you maintain your credibility and their loyalty. See why Medicare BackOffice® is the best referral partner for financial advisors, attorneys, CPAs and other professionals.
Check your dashboard
Medicare BackOffice partners get their own personalized portal to:
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Check on the status of referrals
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Access marketing materials
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See payment status
We know Medicare, so you don’t have to.
Your clients trust you, but you’re not a licensed insurance agent specializing in Medicare. Our friendly, knowledgeable Licensed Insurance Agents can answer your referrals’ questions and help them find, review and enroll in Medicare health and Prescription Drug insurance plans that work for their needs and budgets. Our agents are paid salaries, so they are not incentivized by carriers or other outside influences. It’s a cost-free, worry-free way to service your clients’ Medicare needs.
Here’s what clients say about us:
You are always the first person who comes to mind when I need help. You have always been a lifesaver for me.
Charlene (Client)
You were so helpful in getting a couple of my clients set up with Medicare last fall. I’m hoping you can give me some guidance on my own situation as well.
Genevea (Agent)
Thanks again for all your patient and invaluable assistance. You are a jewel!
Eddie (Client)
Medicare is complicated for most folks. But you uncomplicated it and make it easy to understand.
Chuck (Agent)
The Three Rs of Medicare BackOffice
- Register by filling out this short form
- Refer clients to Medicare BackOffice
- Receive a referral fee when they enroll through Medicare BackOffice
Boost clients’ confidence, keep their business!
Medicare BackOffice strengthens your relationship with clients or employees by providing them a source of accurate, dependable information and making their search for Medicare answers easier and stress-free.
