What you get

Everything Included With CrestPoint

Leads, technology, training, carrier contracts and compliance support, all under one roof and all included from day one.

The highlights

Nine reasons agents bring their business here.

Everything below is included. No platform fees, no training fees, and no cost to join.

Free CRM

A health insurance CRM made for agents, included at no cost. Pipeline, follow-ups, renewals and every client record in one place.

Our own agent & client software

Proprietary agency software for commission tracking, hierarchy and splits, plus a client portal where your clients log in, see their policies and request ID cards.

Enhanced carrier incentives

CrestPoint holds top-tier contracts with national and regional carriers, which opens incentive programs most independent agents can't reach on their own.

Better bonuses

Production and team bonuses on top of your commission, with total compensation above street level and no cap on what you can earn.

Leads with no money out of pocket

Lead sources that don't come out of your pocket, plus co-op funds that cover up to 50% of your Medicare marketing when you run your own.

Fast Start with a dedicated trainer

A Certified Trainer who still produces, and a step-by-step plan that takes you from contracted to your first 50 to 200 clients.

Room to build an agency

Recruit agents, open sub-agencies and earn from their production, with splits, hierarchy and onboarding handled for you.

Your brand, your business

Work independently under your own agency name, with your own website and agent profiles on CrestPoint. You own 100% of your book.

Contracting & compliance handled

40+ national and regional carriers, a full-time compliance team, an AHIP discount and discounted group E&O.

Fast Start

New to insurance? You won't figure it out alone.

Every new agent gets a dedicated Certified Trainer, someone who still writes business every week, and a clear plan from your first day to consistent production. There are no training fees.

How Fast Start works →Apply
  1. Get contractedLicensing help, appointments and carrier setup, handled with you.
  2. Meet your trainerA dedicated Certified Trainer who knows the products and the systems.
  3. Write your first policiesLive coaching on real clients, using leads that don't cost you.
  4. Grow on your own termsGraduate to independent production, then build a team if you want one.
The Full List

Everything You Get as a CrestPoint Agent

Each part of the platform is available from your first day.

Leads & Marketing

  • Exclusive and carrier-sponsored lead programs
  • Up to 50% of Medicare marketing costs covered
  • Proven, ready-to-use marketing materials
  • Branding and creative support
  • A steady, vetted flow of quality leads

Technology & Tools

  • Free health insurance CRM made for agents
  • Sunfire & HealthSherpa quoting and enrollment in person, online, or over the phone
  • Real-time commission tracking and analytics
  • Book-of-business dashboards across every carrier and line
  • Lapse and missed-payment alerts
  • Agency management and hierarchy tools with commission splitting

Training & Support

  • Structured Fast Start onboarding program
  • Certified Trainers who are active producers
  • A dedicated Certified Trainer through Fast Start
  • Ongoing sales & business training plus an interactive training center
  • AHIP certification discount
  • Ongoing mentorship as your business grows

Carriers, Commissions & Compliance

  • 40+ national and regional carrier appointments
  • Full commissions and residuals with a simple, clear hierarchy
  • Medicare, ACA, Ancillary, Life & Annuity portfolio
  • Write business across all 50 states
  • Full-time compliance team for CMS/Medicare rules
  • Discounted group E&O insurance

Pay & Incentives

  • Total compensation above street level
  • Enhanced carrier incentive programs from top-tier contracts
  • Production and team bonuses on top of commission
  • Override income from the agents you build
  • No caps and no declining percentages as you grow

Your Brand & Your Agency

  • Work independently, on your schedule
  • Your own agency name and branding
  • Your own public agent profile and agency page on CrestPoint
  • A client portal your clients log into for policies and ID cards
  • 100% ownership of your book, from the first policy
  • Recruit, onboard and build sub-agencies under you

Serious About Building?

If this sounds like a fit, send in an application and we'll set up a call.

Apply Now See Compensation