Build your Medicare agency with real support.
Rooted partners with serious local community advisors who want to own their book, serve clients face to face, and grow with no-cost events, retention support, training, technology, and practical business guidance.
Program Overview Video
A short founder-led overview of the Rooted Advisor Partner model.
An advisor platform built for the field.
This page is for licensed or soon-to-be licensed advisors who want to build a local Medicare agency through education, events, client service, and community trust.
Contracts are not enough. Advisors need infrastructure.
Many independent advisors get contracted, then discover they are mostly on their own. Rooted was built to provide the business support serious advisors need to grow responsibly.
More ownership
Keep control of your client relationships, renewals, and long-term book of business from the beginning.
More support
Get help with no-cost events, training, retention, client service, marketing materials, technology, and local-market growth.
More clarity
Understand the important terms up front, including vesting, release expectations, compensation, ownership, and support access.
Built for local community advisors, not call-center reps.
This program is designed for advisors who want to become known in their local market and meet real people face to face.
Local events
Meet prospects through educational events at restaurants, venues, community spaces, and other professional local settings.
Face-to-face service
Work with clients in homes, coffee shops, restaurants, offices, and other appropriate settings based on the client’s needs.
Not remote telesales
This is not a work-from-home call-center role. It is a local field advisory model for people who want to build community trust.
What Rooted Advisor Partners receive
The goal is simple: give independent advisors the tools, support, and structure they need to build a real Medicare business.
Compensation and ownership
Street-level compensation and renewals, paid direct where available, day-one vesting, book ownership, and written release clarity.
No-cost events and local growth
Up to four local educational events per month at no cost to qualified advisors, monthly T65 data, exclusive lead opportunities, and wholesale-priced advertising support excluding ad spend.
Client retention systems
Access to a client services team, retention campaigns, service support, birthday card options when used, and tools that help clients stay connected after enrollment.
Training and development
A comprehensive training platform, live training, in-person development in Houston, and local-market support when appropriate.
Marketing materials
Professional Medicare education materials, seminar assets, follow-up resources, and support building a more polished local presence.
Technology and automation
Systems support for follow-up, retention, event communication, client engagement, marketing workflows, and more efficient advisor operations.
Programs, availability, and eligibility may vary by market, carrier, advisor status, production history, and compliance requirements.
The programs that make Rooted stand out
We are not trying to be another place to park contracts. The purpose of this program is to help serious advisors build a stronger, more supported business.
Growth support that is usually expensive to build alone
Retention and service support after the sale
A realistic path to a six-figure Medicare business.
Medicare is not a get-rich-quick business. It is a relationship business built through education, service, retention, and consistent local activity.
Medicare Advantage
For 2026, CMS published a national fair-market-value amount of $694 for initial MA enrollments and $347 for renewal years. State and territory amounts can vary.
Part D
For 2026, CMS published $114 for initial stand-alone Part D enrollments and $57 for renewal years.
Supplemental products
Medicare Supplement, dental, vision, hearing, hospital indemnity, cancer, and other ancillary product compensation varies by carrier, product, age, premium, and state rules.
Renewal base
A serious advisor can build recurring renewal income over time by serving clients well, reviewing coverage annually, and retaining the book they worked to build.
What six figures can look like
An advisor writing roughly 150 to 200 Medicare Advantage enrollments in a year can create a meaningful first-year revenue opportunity before considering renewals, plan changes, Part D, Medicare Supplement, or ancillary products. Actual results vary widely based on market, carrier mix, compliance, product mix, retention, work ethic, event attendance, referral activity, and client needs.
Financing support can change the starting line.
Many capable advisors know how to serve people but lack the upfront capital to test events, marketing, and local growth strategies at the right level.
Why it matters
Event marketing, advertising, data, licensing, appointments, travel, and ramp-up time can create real pressure for advisors trying to grow alone.
How Rooted helps
Qualified advisors may have access to financing options, and select applicants may be considered for in-house financing support based on fit, readiness, and business plan.
Financing is not guaranteed. Availability depends on approval, eligibility, written terms, compliance standing, and responsible use of funds.
Typical upline experience vs. Rooted Advisor Partners
Every organization makes promises. The real question is whether the advisor receives practical help building the business.
Typical advisor frustration
- Contracts are offered, but training is thin.
- Release rules are unclear until there is a problem.
- Local marketing is expensive to test alone.
- Client retention becomes the advisor's burden.
- Marketing materials look generic or outdated.
- Local-market growth support is limited.
The Rooted approach
- Street-level compensation and book ownership focus.
- Written release clarity from the beginning.
- No-cost event support for qualified advisors.
- Client service and retention infrastructure.
- Professional materials and advertising support.
- Training, field development, and practical business guidance.
Who this partnership is built for
This is a serious opportunity for advisors who want to grow, serve clients well, and build a durable book of business.
This may be a strong fit if you...
- Are licensed and currently working toward the required certifications.
- Want to build a Medicare agency as a long-term business.
- Care about client service and retention after enrollment.
- Want events, data, training, technology, and marketing support.
- Value book ownership and written release clarity.
This is probably not the right fit if you...
- Want a get-rich-quick offer or guaranteed income promise.
- Only want leads without training or accountability.
- Do not want to service clients after enrollment.
- Are unwilling to follow Medicare compliance requirements.
- Are looking for a temporary contract instead of a real partnership.
Built by people who understand the field.
Rooted was built after years of working directly with Medicare clients, training advisors, running events, building systems, and learning what independent advisors actually need when they are trying to grow.
The purpose of this partnership is not to recruit as many people as possible. It is to work with serious advisors who want a better structure, stronger support, and a long-term business they can be proud of.
Apply to partner with Rooted.
We review each advisor fit carefully because we are looking for the right long-term partners, not just more contracts.
Independent contractor opportunity. This is not employment and does not include guaranteed income. All compensation, advancing, financing, seminar support, and program access are subject to eligibility, carrier rules, compliance requirements, and written agreement terms.
Rooted Benefits LLC
504 Spring Hill Dr. Suite 340, The Woodlands, TX 77386
Call or Text: 1-855-749-2097