Frequently Asked Questions
What is the AmeriLife Direct (ALD) Medicare Sales Referral Program?
The Medicare Sales Referral Program is your answer to capture the senior market revenue you haven’t had the time to seize. There is no need for you to research Medicare plan options, obtain certification, or become appointed with individual carriers. Refer...
Why Should I Use the AmeriLife Direct Medicare Sales Referral Program?
The benefits of contracting with AmeriLife Direct for Medicare referral services are abundant. We provide a hassle free process, you provide your client your referral card and that’s it. We provide a transparent process, giving you the ability to track...
What Carriers Does AmeriLife Direct Offer to My Client?
We offer an array of carrier options to your clients and we are proud to work with some of the best-known and respected names in the industry. See our entire list of carriers. For the Medicare Advantage and Prescription Drug Plan arena, our experience...
What Product Lines Does AmeriLife Direct Offer My Client?
Our Medicare Sales Referral Program offers the following product lines to your client: Medicare Advantage Plans. Prescription Drug Plans. Medigap Plans. Dental/Vision/Hearing. Hospital Indemnity coverage. Learn More: How Does the AmeriLife Direct Selling...
How Does the AmeriLife Direct Selling Agent Determine the Plan for My Client?
The success of our business depends on both you and your client’s satisfaction. We do everything in our power to provide exceptional services and find the Medicare plan that best meets their needs and budget. We begin by performing a needs analysis for...
Can I Remain on the Phone with My Client to Ensure They Are Being Serviced by the AmeriLife Direct Agent?
Unfortunately, you cannot remain on the phone as the AmeriLife Direct Agent is speaking with your client. In fact, the Centers for Medicare and Medicaid Services (CMS) doesn’t allow for the referring agent to be present in the same room/office or on the...
How Can I Be Sure the AmeriLife Direct Selling Agent Will Not Cross Sell Other Products to My client?
Every agent that chooses to participate in the AmeriLife Direct Medicare Sales Referral Program receives a signed no cross selling commitment letter from AmeriLife Direct outlining our responsibility to you, the agent, as well as to your client. We take...
Can I track the referrals I send through the Medicare Sales Referral Program?
YES! This is one big way the AmeriLife Direct Medicare Sales Referral Program is unique. Simply log into www.AgentXcelerator.com you will be able to see which referrals have an application submitted and the status of the referral. Our goal is to provide...
What are the Referral Fees and Payment Schedule?
The Medicare Sales Referral Program Fees are: Plan Type: MA/MAPD - $100.00. Plan Type: PDP - $25.00. We have made some adjustments and improvements to our payment schedule. We no longer have a 90-day hold on referral fees, you get paid the month we get...
Best Practices When Referring My Medicare Client
Since 2017, AmeriLife Direct has been helping insurance agents provide Medicare options to their existing clients via the Medicare Sales Referral Program. During this time, we have compiled a list of best practices Do’s and Don’ts: DO inform your client...