For Brokers & Agencies
Nationwide State Marketplace & Medicare Assistance for Agencies
TMH is a voluntary resource that connects employees and clients with licensed agents. Licensed agents provide all plan guidance and enrollment support. Designed for Agents & Brokers to implement across groups, associations, and client relationships.
What you get
100% Hands-Off Execution
A licensed agent handles intake, eligibility review, plan comparisons, enrollment, and servicing.
Nationwide Availability
Licensed partners serve Nationwide. Plan and carrier availability varies by state and county.
Dedicated, Branded 800#
A toll-free number branded to your agency (caller ID, greeting, IVR). QA recordings available.
Live Agent Support (Not a Bot)
AI speeds checks; a licensed agent verifies and explains final recommendations.
Competitive Revenue Stream
Referral fee paid directly to your licensed agency/agent per carrier appointments and state rules. Clear policy-level reporting.
Status & Reporting
Co-branded confirmations, enrollment status updates, monthly production, optional CRM exports.
How it works
Launch & Branding
We provision your branded 800#, intake script, disclosures, and consent language.
AI-Match β Dedicated Agent
Clients are paired with a licensed agent for their state and profile. Our One Agent for Life service model aims for continuity, subject to licensure and availability.
AI-Compare β Human Verify
We check doctors, drugs, networks, premiums, and subsidies (Marketplace) or Part D math & MOOP (Medicare). Your agent reviews options and files accurately.
Enroll & Service
Prefilled forms, signatures, deadline tracking. We handle ongoing servicing; you receive production and revenue reporting.
Why brokers choose this
AI used the right way
Assists comparisons, checks, prep
Assists comparisons, formulary/network checks, document prep, deadline tracking
Does not replace judgment
Does not replace a licensed agentβs judgment or eligibility determinations
Privacy-first practices
Privacy-first practices; consent captured for all outbound contact paths