Agent Success Strategy

Tailor-made training systems for insurance agencies

Our Agent Success Strategy helps insurance agencies streamline onboarding, strengthen agent performance, and build scalable training systems.

Why is building successful agents so much harder than it seems?

✘ Onboarding agents takes too long.
✘ Agent’s experience level varies.
✘ Systems and platform training can be inconsistent.
✘ Agents start selling before they truly understand the basics.
✘ Compliance issues arise from poor foundational training.
✘ Managers spend too much time answering the same questions instead of coaching performance.
✘ Don’t have training resources readily available for agents to reference on systems, sales process, and Medicare.

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How do we help?

We help you create a complete Agent Success Strategy — a structured onboarding and education process that gives your agents the confidence, knowledge, and tools to succeed.

As your Agent Success Strategy Partner, here is how we can help you:

Bespoke Training Solutions

Custom-built LMS courses, job-aids, instructional videos, knowledge guides and more! Tailored content to your organization’s systems, brand, and workflows.

Agent Support Infrastructure

Build an internal intranet hub using Google Sites or Microsoft SharePoint to centralize resources, FAQs, job aids, and updates.

Full-Service Option

Let us manage it all — from design to deployment — so your internal teams can focus on growth while we handle the upfront legwork.

Plug-and-Play LMS Platform

Prebuilt training modules that cover Medicare basics, compliance, sales process, and more — ready to roll out instantly.

Ready to Build Your Agent Success Strategy?

Schedule a 45-Minute Consultation Meeting

Let’s discuss your needs and goals so we can provide you with a tailored offer.

Why Partner With Insurance Training HQ?

Experience

With a decade of experience we’ve seen what works and what doesn’t.

Skills

Experienced in Learning Development, LMS platforms, Content Creation, and Sales Enablement.

Experts

We specialize in Medicare Agent Onboarding, Sales Training, and Compliance.

Support

Direct engagement with W2 agents and flexible engagement with 1099 agents; Front-line support or full-service implementation.

Insights

Subject Matter Experience in Medicare Sales.

Knowledge

A proven record of improving business performance through improving agent’s knowledge and skills.

Our Onboarding Process Is Simple

Schedule a meeting

We’ll discuss your goals and desired outcomes.

Person using a MacBook laptop at a conference table with another open laptop nearby.

Information Gathering

We define your project’s scope of work and timeline.

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Finalize your plan

We present a detailed proposal with pricing and next steps.

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Sign contract & begin

Your Agent Success Strategy officially launches!

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Discover Medicare Agent HQ

Gain access to our Member Only Agent HQ Platform!

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Plus

Medicare Agent HQ

Get full access to our growing collection of resources, classes, workshops, and exclusive content.
New items are added every month.

Now $40 instead
of $80 / month

Now $480 instead
of $960 /year 

✔ Full access to our e-Learning Courses
✔ Live Webinars
✔ Medicare Resources
✔ and more!

Testimonials from Leaders In The Insurance Industry

  • "Jay Sweat served as our Director of Training and played a foundational role in building our training department from the ground up at Exact Medicare. His leadership was instrumental in designing and implementing a comprehensive training program that became the gold standard for onboarding new agents. I highly recommend Jay for any organization looking for a thoughtful, mission-driven training leader who brings both vision and execution to the table.

    - CEO, Matt Buchan | Exact Medicare

  • "Regardless of the scope of project, our organization can always depend on Jay to deliver a high quality product always by and often before due date. He actively collaborates with key stakeholders to develop strategic plans that yield high-quality results. As a highly effictive innovator, Jay continuously strives to deliver the best possible results. He works independently to create high-quality content and collaborates with our Learning and Development team as a Subject Matter Expert (SME)."

    - VP of Agency Training, Amir Mostafaie

  • "Jay has been an invaluable asset to our organization, bringing with him deep expertise in Medicare, an exceptional commitment to training and compliance, and the kind of leadership that truly leaves a lasting impact. Beyond his training and leadership, Jay went above and beyond expectations by recruiting and bringing over 100 highly qualified and capable agents into our organization. This alone has had a profound and positive impact on our growth and success."

    - Board Member, Randy Lang | Exact Medicare

Frequently asked questions

  • The Agent Success Strategy is a customized onboarding and development program designed to help insurance agencies build stronger, more successful agents. We work with you to assess your current processes, identify gaps, and create structured systems for training, performance, and long-term growth.

  • This program is ideal for agency owners, managers, and business leaders who want to improve agent onboarding, enhance compliance and sales training, or establish a scalable training infrastructure. Independent agents seeking structured development support are also welcome to participate.

  • The Plus Membership provides you with unlimited access to our expanding library of training resources — including e-learning courses, live webinars, training videos, agent tools, and a monthly newsletter — all carefully crafted to keep you informed, compliant, and confident in your professional growth.

  • You can start by completing the intake form on this page. Once submitted, you’ll be directed to schedule a 45-minute consultation with Jay, where you’ll discuss your goals, challenges, and next steps toward building your custom strategy.

  • Absolutely. Every agency has unique needs — from onboarding and sales training to performance tracking and compliance support. We’ll tailor your strategy to match your team’s structure, experience level, and business goals.

  • Yes! Individual agents can join our Plus Membership to access professional Medicare training content, compliance resources, and ongoing support designed to help them succeed independently or within their current agency.