Alliance Advisory: Enabling Agents And Advisors To Provide Health And Medicare Advice

"Provide The Most Comprehensive
Health Insurance & Medicare Advisory Services
Delivering Security, Confidence And Savings To Your Clients..."
(Without Any Product Knowlege, Time, or Effort!)
Start Offering Health And Medicare Right Now!

Making A Difference... One Family At A Time

Join the community of Agents and Advisors that are using The Alliance Advisory Program to bring clarity, confidence, and savings to thousands of individuals and families!

A Source For Agents And Advisors

We Deliver High Quality Medicare and Health Insurance Advice To Your Clients

Medicare Advisory

  • Medicare Parts A & B
  • Medicare Supplements
  • Medicare Prescription Drug Plans
  • ​Medicare Advantage Plans

Transitions Advisory

  • Employee COBRA Consulting
  • ​Transitional Employee Options
  • Medicare Eligible Employee Consulting
  • Medicare Eligible Employee Options

 Health Insurance Advisory

  • Individual & Family Consulting
  • Strategic Healthcare Planning
  • Solutions, Insurance, & Tax Credits
  • ​Implementation, Processes, & Service

What Are Health & Medicare Advisory Services?

What Exactly is the Difference Between A Sales Agency and An Advisory Platform?

What An Advisory Platform Does:

  • Personally guides individuals and families through a step by step consulting process.
  • Develops strategies around the specific needs of each person, both in medical care and cost.
  • Provides solutions both inside and outside of the commissionable insurance product space
  • ​Works with expert advisors when financial and tax strategies are relevant to the situation.
  • Incorporates Federal and State programs such as Sooner Care, Insure Oklahoma, And the Health Insurance Marketplace.
  • ​Implements the strategies, regardless of an insurance product sale (does not earn commission on any products, it is solutions based)

"The Alliance Advisory" is Health & Medicare Outsourcing For Agents & Advisors

Yes, The Alliance Advisory Program was created for you, the agent or advisor who isn't a Medicare or Health Insurance Expert and who doesn't want to take the time to learn it all.  Now you can easily provide expert health and Medicare advice to your clients and prospects!  Let me show you how it works:

  • ​Bring another level of expertise to your suite of services (without any extra time)
  • Keep your clients "In House" to further cement your client relationships and loyalty.  Don't send them blindly to another agent or advisor!
  • ​Open up additional marketing and referral possibilities for your firm.
  • ​Add value proposition to Group Benefit  clients for transitioning employees

"The Alliance Advisory" is Health & Medicare Outsourcing For Agents & Advisors

Yes, The Alliance Advisory Program was created for you, the agent or advisor who isn't a Medicare or Health Insurance Expert and who doesn't want to take the time to learn it all.  Now you can easily provide expert health and Medicare advice to your clients and prospects!  Let me show you how it works:

  • ​Bring another level of expertise to your suite of services (without any extra time)
  • Keep your clients "In House" to further cement your client relationships and loyalty.  Don't send them blindly to another agent or advisor!
  • ​Open up additional marketing and referral possibilities for your firm.
  • ​Add value proposition to Group Benefit  clients for transitioning employees
As a part of their DNA, we feel they are driven to help people.  They do this with care, compassion and value.  We have had the opportunity to recommend them to acquaintances without hesitation.  

We were familiar with insurance provided through employment.  It was clear we were not prepared for the constant changes and confusion of the private insurance market.  We needed an expert.

After trying to navigate the process of obtaining private health insurance by ourselves for two years, it was quite obvious that we needed the help of a "navigation" professional to deliver value and relieve the insurance purchase anxiety.

Randal & Mary P

As a part of their DNA, we feel they are driven to help people.  They do this with care, compassion and value.  We have had the opportunity to recommend them to acquaintances without hesitation.  

We were familiar with insurance provided through employment.  It was clear we were not prepared for the constant changes and confusion of the private insurance market.  We needed an expert.

After trying to navigate the process of obtaining private health insurance by ourselves for two years, it was quite obvious that we needed the help of a "navigation" professional to deliver value and relieve the insurance purchase anxiety.

Randal & Mary P

Alliance Gives You & Your Clients All The Strategies And Tools You Need In One Convenient Spot!

Yes, The Alliance Advisory gives you and your clients the exact tools that we use to analyze, research, and implement the perfect healthcare strategy.
  • One-On-One Consultations For Clients AND Advisors (We'll do everything for you and redirect your client back to you once the process is complete!
  • Want to take a more hands on approach? Utilize Our In-House "Vault" Of Client And Advisor Resources & Strategies.
  • ​Our Proprietary Processes And Systems For All Categories
  • ​Consumer Facing Portal For Lead Generation

Online Consultation Requests and Scheduling

  • Immediate client communication with online consultation requests.
  • Fast online scheduling.  Does a client need help? Get them on our calendar!
  • ​The discovery process is initiated by you... we'll take it from there!

Client Tracking And Status

Get live access to our internal CRM to track the status of those that you have referred.  Be as involved as you would like to be and check in to see how things are going.

Also allows you to keep a list of clients for future marketing or retargeted cross-selling!

Client Tracking And Status

Get live access to our internal CRM to track the status of those that you have referred.  Be as involved as you would like to be and check in to see how things are going.

Also allows you to keep a list of clients for future marketing or retargeted cross-selling!

Branded, Consumer-Facing Website and Client Portal

  • Instantly get an online presence as a Health and Medicare Advisor
  • Clients and prospects can schedule directly from your site.
  • Sit back relax and know that your clients are taken care of, without lifting a finger!
*hosting charges may apply

Not Sure If This Is For You?  We Work With Agents, Advisors, HR Professionals And More...

Who Is This For?...

This is for you if you are an Agent, Advisor or Professional in one of the following areas...

  • Employee Benefits Specialist
  • Financial Advisor
  • Personal Lines Property and Casualty
  • ​Commercial Lines
  • ​Voluntary Group Benefits
  • ​Human Resource Professional
  • ​COBRA Administration
  • ​General Agent or Agency

Not Sure How You'd Use The Alliance Advisory Platform?

Working with us could not be any simpler.  Just type in a name and we'll take it from there.  From lead to "case closed" with the click of a mouse!

Who Is This For?...

This is for you if you are an Agent, Advisor or Professional in one of the following areas...

  • Employee Benefits Specialist
  • Financial Advisor
  • Personal Lines Property and Casualty
  • ​Commercial Lines
  • ​Voluntary Group Benefits
  • ​Human Resource Professional
  • ​COBRA Administration
  • ​General Agent or Agency

Not Sure How You'd Use The Alliance Advisory Platform?

Working with us could not be any simpler.  Just type in a name and we'll take it from there.  From lead to "case closed" with the click of a mouse!
I use them every year because of their knowledge of the industry and passion for helping our family find the best coverage options possible every year.

I was looking for a consultant to help me and my family navigate through the insurance coverage process. I was recently married and was unfamiliar with how to go about obtaining coverage for our new family. They helped make the process smooth and easy.

They are friendly, knowledgeable, helpful, and very easy to work with

Andrea C.

Need To Know MORE About What The Alliance Advisory Can Do For You?

Click Below To See More Detailed Information About These Powerful Services Inside Of Your Alliance Advisory Membership:

Medicare doesn't have to be complicated.  With the right information and strategy, clients can be confident and secure knowing they have the best possible plan for their situation.  The Alliance Advisory has the strategies and processes to make it happen.

Whether its a job transition and COBRA, or deciding whether or not to transition from Employer Coverage to Medicare, Alliance Transitions enables companies and advisors to provide the best resources, guidance, and consulting tools to help their employees.

Health Coverage doesn't have to be complicated. With the right information and strategy, clients can be confident and secure knowing they have the best possible plan for their situation. The Alliance Advisory has the strategies and processes to make it happen.

Join The Alliance Advisory

No Obligations, no contracts, cancel any time.
  • Add another level of expertise to your service offering!
  • Keep your clients "In House" and create loyalty!
  • ​Open up additional marketing possibilities!
  • ​Add value to the client experience!
  • ​All Our Resources At Your Fingertips!

Allliance Gives You EVERYTHING You Need To Provide Comprehensive Health And Medicare Advice!

I have high regard for them and I would recommend them to help with your healthcare needs.  

They came highly recommended to me for my Healthcare Insurance needs. I benefited and continue to benefit from their expertise to obtain healthcare insurance. They have worked with me with individual insurance, through he complexity of the affordable healthcare marketplace, then to Medicare. I've trusted them to help with my healthcare insurance every year because I know they are very knowledgeable with all aspects of the insurance industry. It is rare to receive excellent personal attention and customer service that they give.

Nancy G.

They have high integrity, they'r knowlegable, and trustworthy. They are diligent with their work and I have and will continue to recommend them to others.

Keith M.

Join The Alliance Advisory

No Obligations, no contracts, cancel any time.
  • Add another level of expertise to your service offering!
  • Keep your clients "In House" and create loyalty!
  • ​Open up additional marketing possibilities!
  • ​Add value to the client experience!
  • ​All Our Resources At Your Fingertips!

Allliance Gives You EVERYTHING You Need To Provide Comprehensive Health And Medicare Advice!

Our Clients Have A Lot To Say...

We're passionate about serving... We've helped thousands of individuals, agents, advisors, and HR Professionals.

   Want Instant Expertise And Client Value?

COMING SOON!
INDIVIDUAL, FAMILY & EMPLOYEE CONSULTING
COBRA • MEDICARE • HEALTH INSURANCE
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