Agent Training
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This training is for PEAK Health Advisors agents only. Enter the access password to continue.
Thirty-one lessons, self-paced. Complete them in order for a full course, or jump straight to whichever one you need — each lesson stands on its own. Progress is saved automatically on this device.
The non-negotiables. Four situations where you stop and walk away — read this before you ever pick up the phone.
Core product knowledge. Good starting point for anyone new to Medicare, or a quick refresher before a call.
What Parts A, B, C, and D each cover, and what they cost in 2026.
03✓The structural trade-off every client is really choosing between.
04✓Supplement or replace — the other decision every Original Medicare client is making.
05✓The honest case — benefits and trade-offs, side by side.
06✓HMO, PPO, HMO-POS, and where Special Needs Plans fit in.
The heart of the library — from the decision-making that turns product knowledge into the right recommendation (full C-SNP / D-SNP / MAPD vs. MA-only depth included) through the sales skills that make that recommendation land. Learn WHY a client is considering a change, WHAT matters most to them, WHICH differences actually matter, and HOW to explain the real-life impact — without ever manufacturing a reason to switch, or missing when staying put is the right call.
The decision path from a Discovery answer to a plan recommendation.
08 · Flagship✓D-SNP and C-SNP — who qualifies, how to verify it, and when it’s actually the better plan.
09✓When a client should keep drug coverage elsewhere instead of bundling it in.
10✓Five real client situations — work them yourself, then check the reasoning.
11 · Start here✓Benefits are just numbers until the client understands what they could mean for them.
12✓You don’t need a plan that’s better at everything — find what matters to this client.
13✓Plan history tells a story — learn to read what actually changed, and why.
14✓Neither is automatically better — sell the reason the network fits this client.
15✓Small differences matter when the client actually uses the service often.
16✓What to do when a client pushes back on cost — without getting defensive.
17✓Let the client sell themselves — the strongest reason to change is often theirs.
18✓A premium reduction, explained accurately — not unrestricted bonus money.
19✓Find the real underlying need instead of promising a benefit you haven’t verified.
20✓Great medical benefits can hide a drug-coverage problem — verify before you recommend.
21✓An exception is a process, not a promise — the correct steps before you conclude anything.
22 · Flagship✓“No Better Plan” should be a conclusion, not an assumption. Never manufacture a reason to switch.
23✓Building a future opportunity when there’s no plan change to make today.
24✓Today’s no can become tomorrow’s opportunity — if you build the follow-up.
25✓Explain the legitimate difference, ask if it matters, and let the client decide.
26 · Tool✓An interactive, section-by-section checklist to run before you say “no better plan.”
27 · Tool✓Six real situations from live coaching calls — think it through, then reveal the reasoning.
28 · Tool✓Ten questions covering the full module — 80% or higher to pass, every answer explained.
Timing rules, a full assessment, and a one-page refresher — the pages agents will come back to most.
When a client can actually enroll or switch — including the dual-eligible SEPs.
30✓Eight questions covering the full course — usable as a stand-alone assessment.
31✓Key takeaways and a “before your next call” checklist — for a 60-second refresher, not a full lesson.