It's a perfect match

utilize these key instruments to smoothly navigate and operate your carrier partners

tasks to complete

  • Download Adobe Fill & Sign, and Dropbox on Apple | Google Play store. 
  • Click Free Benefits link ~ print off WellCardRX/Dentemax cards | Instruction Page
  • visit ~ Find a dentist ~ Enter Zip codes you’re working ~ Print 10-20 copies
  • Create a Dropbox account ~ Drag icon to home screen on phone | tablet
  • Click  Fiduciary Brokers Dropbox ~ hit the 3 dots at the top corner ~ Save to my dropbox 
  • In Dropbox, enter the Carrier Documents folder ~ Navigate through the different carrier folders ~ Drug Guides/Paper app/Underwriting
  •  Study the videos under Free Benefits and learn the Needymeds process
  •  Google your states Medicare Savings Program SHIIP ~ Call them ~ Ask the income qualification for help with their part B
  •  Train in the Armory | Door Approach | Presentation
  • Request Lead Counts from the Lead Depository 
  • See the Top 10 Life Carriers Reviewed 
  • Make a Badge ~ Call the nearest Fedex ~ Ask if they have a lamination station ~ Go to ~ Print my license ~ Laminate the mini version

LifeShield & Oxford Paper Application

In order to be appointed, you must submit a paper application to Oxford and Lafayette. LifeShield requires one paper application, before gaining access to the E application

  • Go to Carrier Documents ~ Oxford ~ Oxford App ~ Hit Export ~ Copy/Open with Adobe PDF Fill & Sign ~ Export ~ Email to | CC myself and your manager

Free Prescriptions, Dental & More

Dive in & become a true expert in serving the community. Maximize your efficiency & premium!

Enter code ccs20 for a $200 per year discount for

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