Medicare · For insurance professionals
Medicare support for insurance professionals
Write Medicare through SRS, refer a client who needs Medicare help, or talk with Tim about stepping back from Medicare. SRS can contract agents in all 50 states, subject to licensing, appointments and carrier availability.
We do not offer every plan available in your area. Currently we represent 7–9 organizations which offer 30–60 products in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.
In short: SRS works with insurance professionals in three ways. You can write Medicare business yourself with SRS contracting and sales support. You can refer an individual client to Robert Stauch, our licensed insurance agent, with the client’s permission. Or, if you are planning to step back from Medicare, you can have a confidential conversation with Tim Fuller about options for your clients.
Three ways to work with us
Choose the path that fits your practice
Write Medicare with SRS
Get contracted and appointed, then write Medicare Advantage, Part D and Medicare Supplement business with our team behind you.
Refer a Medicare client
Have a client who needs Medicare help you don’t provide? With their permission, Robert can work with them directly.
Planning to step back?
Thinking about leaving the Medicare market or retiring? Talk with Tim about options that keep your clients cared for.
Path 1
Write Medicare through SRS
Contracting, carrier guidance and hands-on support from a Colorado team that has worked with independent agents for more than 50 years.
Contracting and appointments
- Carrier contracting and appointment help from Betsy Fiore
- Guidance on each carrier’s annual certification steps
- Licensing and appointment questions answered by our team
Sales and case support
- Carrier and product guidance for your market
- Enrollment assistance and case consultation
- Annual policy review process and AEP preparation
- Help resolving issues with carriers
Marketing support
- Medicare educational materials
- Help planning compliant campaigns, seminars and social content
- Medicare marketing must follow CMS and carrier rules; some pieces require carrier approval
Carriers
SRS offers contracting with Medicare Advantage, Medicare Supplement Insurance and Part D Prescription Drug Plan carriers. Availability varies by state, carrier and product. Ask Tim for the current list for the states you work in.
Agents may promote only the carriers and plans they are personally appointed and ready to sell with, regardless of SRS’s own contracts.
Technology: IntegrityCONNECT and PlanEnroll
Agents contracted through SRS get access to IntegrityCONNECT, Integrity’s agent platform, and a personal PlanEnroll page.
- Client management (CRM) with policy tracking
- Quoting and enrollment with carriers where you are ready to sell
- Recorded-line calling to support Medicare call-recording rules
- Digital Scope of Appointment collection
- Your own PlanEnroll page, where clients can compare plans, share their doctors and prescriptions, and contact you
- Platform training and webinars
Platform features and carrier availability vary by state, carrier and appointment.
Path 2
Need Medicare help for a client?
If you don’t write Medicare, or a client needs help outside your focus, Robert Stauch, our licensed insurance agent, can work with them directly.
- Ask your client first. Get your client’s permission before sharing their name or contact details with anyone.
- Let the client reach out. The simplest path: give your client Robert’s recorded line, 720-459-9376, or his PlanEnroll link ↗.
- Robert takes it from there. He contacts only clients who ask and completes a Scope of Appointment before discussing plans.
- Talk with Tim about the relationship. Tim works with you on how referrals between our agencies are handled.
Good to know
- Robert currently serves Medicare clients who live in Colorado.
- Your client is never obligated to enroll.
- This page does not offer referral fees. Any referral arrangement is discussed with Tim directly.
Path 3
Planning to step back from Medicare?
Retiring, narrowing your focus, or no longer servicing Medicare clients? Tim Fuller is glad to have a confidential conversation about options that keep your clients well served.
What is possible depends on your carrier contracts, your hierarchy, state rules and Medicare rules. Clients always choose their own agent. We will be clear about what can and can’t be done before anything changes.
What to expect
- A confidential conversation with Tim, with no obligation
- Your clients always choose their own agent
- Any change follows your carrier contracts, hierarchy, state rules and Medicare rules
Who you’ll work with
Tim Fuller
President, CPS Special Risk Services (SRS Inc.) · Littleton, Colorado
Tim works directly with agents and agencies on Medicare contracting, referrals and step-back conversations. Robert Stauch, our licensed insurance agent, works one-on-one with Medicare consumers.
Get help
Two ways to start
Insurance professionals work with Tim. Individuals looking for Medicare help work with Robert.
For insurance professionals
Talk with Tim
Contracting, a client referral or a step-back conversation: start with a quick call or the New Agent Inquiry form.
Or call 303-309-3471
For individuals and families
Looking for Medicare help yourself?
Robert Stauch helps people compare Medicare Advantage, Medigap and Part D options.
Call Robert to speak with a licensed insurance agent. Calls are recorded.
FAQ
Questions from agents and agencies
How do I contract for Medicare through SRS?
Start with our New Agent Inquiry form or call Tim. Betsy Fiore, our contracting lead, then helps you with carrier contracting and appointments, one carrier and state at a time.
What states does SRS support?
SRS can contract agents in all 50 states. What you can sell depends on your own licenses, your carrier appointments and each carrier’s availability in your state.
Which Medicare carriers are available?
Carrier access varies by state and product. Ask Tim for the current list for the states you work in.
What help is available with training and certification?
SRS helps you understand each carrier’s annual certification steps and connects you with platform training and webinars. Certification itself is completed with each carrier.
What tools do agents use?
Agents contracted through SRS get access to IntegrityCONNECT for client management, quoting, enrollment, recorded-line calling and digital Scope of Appointment, plus a personal PlanEnroll page for clients. Quoting and enrollment are available for carriers and states where you are ready to sell.
What is PlanEnroll?
PlanEnroll is Integrity’s consumer-facing website. Agents registered on the Integrity platform receive a personal PlanEnroll link that clients can use to compare plans, share their doctors and prescriptions, and contact the agent.
Can I refer a single Medicare client to SRS?
Yes. Ask your client first. With the client’s permission, they can call Robert Stauch, our licensed insurance agent, at 720-459-9376 or use his PlanEnroll link. Talk with Tim about how referrals work before sharing any client information.
Does SRS pay referral fees or buy books of business?
This page does not offer referral compensation, purchases of business or transfer of renewals. Any arrangement depends on carrier contracts, state law and Medicare rules, and is discussed with Tim directly.
Who do I contact at SRS about Medicare?
Tim Fuller for agent and agency relationships, referrals and step-back conversations: 303-309-3471 or tjfuller@srsinc.com. Robert Stauch works directly with Medicare consumers.
Availability of carriers, products, tools and services varies by state, carrier and contract. Agents must hold the required licenses, appointments and carrier certifications. SRS does not guarantee leads, appointments, commissions, income or results, and this page is not an offer of referral compensation or to purchase business. CPS Special Risk Services (SRS Inc.) is a licensed insurance agency. Not affiliated with or endorsed by the government or federal Medicare program. This is a solicitation for insurance. Plans are insured or covered by a Medicare Advantage organization with a Medicare contract and/or a Medicare-approved Part D sponsor. Enrollment in the plan depends on the plan’s contract renewal with Medicare.