The Training, Tools, and Support That Set Lourie Agents Apart

At Lourie Life & Health, we’re not just in the business of insurance—we’re in the business of building agents. Whether you’re brand new to Medicare and ACA or you’re an experienced broker looking to scale your book of business, we offer the hands-on training, mentorship, marketing support, and tech tools to help you succeed—your way.

Our commitment goes beyond contracts. We believe in real partnership, and that means equipping our agents with everything they need to thrive in today’s competitive insurance marketplace.

🧠 Robust Training That Meets You Where You Are

We believe the best agents are well-informed and well-prepared, and that starts with the right training. Our multi-layered approach helps agents grow in confidence and competence at every level:

• Monthly In-Office Trainings
  Hosted at our Columbia, SC office, these sessions cover a range of critical topics. New agents benefit from foundational overviews like Introduction to Medicare Advantage or Understanding the ACA, while experienced agents can sharpen their skills with deep dives into Advanced Part D Strategy, Marketing Year-Round, and How to Become a Trusted Advisor. Carrier reps often join us for product-specific sessions that keep agents up to speed on plan updates and competitive positioning.
• One-on-One Personalized Coaching
  Not every agent needs the same kind of help. That’s why our broker support team is always ready to jump on a phone call or Zoom to help troubleshoot tech, walk through a complicated client scenario, or go over some Medicare or health insurance basics. Whether you need help with quoting, presenting, submitting applications, or using a CRM, we tailor our training to you.
• Ride-Along Appointments
  One of the most powerful ways to learn is by seeing it in action. Our agent partners have the option to shadow internal agents on real client appointments—both Medicare and ACA. This experience is often what newer agents say gives them the confidence to start selling and serving clients clearly and confidently.
• On-Demand Training Library
  Can’t make it to a live session? No problem. We’ve built an expansive video archive of past trainings, webinars, and tutorials—all available 24/7 through our Agent Partner Hub. From basic walkthroughs to advanced strategies, the library grows every month.
• Live Webinars and Biweekly Partner Calls
  Our Biweekly Partner Call is a can’t-miss live session where we cover industry updates, marketing tips, product changes, and more. We also host interviews with top producers who share how they’ve built their business and what’s working now. Agents are encouraged to ask questions in real time and connect with our support team and peers in an open, collaborative space.

🤝 Mentorship from Brokers Who’ve Walked in Your Shoes

Our agency is run by brokers who have been there. We’ve written applications, worked with tricky clients, and dealt with complex enrollment scenarios. That real-world experience means:

• In-Appointment Phone Support
  If you’re in an appointment and need an answer fast, just call. Our team will literally stop what they’re doing to make sure you get the help you need, right when you need it. We know that sometimes you only have one shot to win a client’s trust, and we’re not going to let you miss it.
• After-Hours Support Line
  Insurance doesn’t always follow a 9-to-5 schedule, and neither do we. Our after-hours text line ensures that you’re never alone when questions come up outside business hours.
• Real Mentorship, Not Just Lip Service
  You’ll never feel like just another number here. We work closely with our agent partners to ensure they feel supported, seen, and empowered to grow in the direction they want. When you need help with something, you will always only be a call or text away.

🧰 Technology That Works With You

In today’s world, the right tools can make all the difference. That’s why we’ve developed and curated platforms that help our agents sell more, stay organized, and remain fully compliant.

🌐 Lourie Agent Partner Hub – Your Centralized Command Center

Our Partner Hub is your go-to resource for just about everything. Agents can:

• Search our resource library for hundreds of videos, guides, and training documents.
• Request custom marketing materials with just a few clicks.
• Browse and register for upcoming trainings, or catch up on past sessions on demand.

🖥️ myLourie – One Platform to Do It All

We built myLourie to simplify your day-to-day:

• Medicare Advantage & PDP Enrollment – Quote and enroll clients for the major carriers, all in one place.
• Enhanced ACA Enrollment – Our streamlined direct enrollment solution makes ACA applications quick and painless while allowing you to easily manage your clients’ accounts throughout the year.
• CRM – Track client interactions, store documents, set reminders, and automate follow-ups.
• Built-In Compliance – Generate SOAs, ACA consents, and audit-ready reports in seconds.

This isn’t just a tech tool—it’s your back office all at no cost to you.

📊 CSG Insurance Tools Portal

Our agents also have access to the CSG portal, which allows you to:

• Quote Medicare Supplements and life products across multiple carriers
• Research market trends and competitive positioning
• Send email SOAs and organize client documents efficiently

📣 Marketing Support That’s Built Around You

No two agents market the same way, and we love that. Whether you prefer digital, grassroots, or event-based marketing, we help you develop a plan that’s authentic, strategic, and effective.

• Custom Strategy Planning
  We work with agents one-on-one to build personalized marketing plans based on your goals, community, and strengths. Whether you live in a rural town or a large metro, we’ll help you figure out what works.
• Shared Campaign Costs
  We treat agent relationships like true partnerships. If you’re investing in your growth, we’ll often share the cost of marketing campaigns to help amplify your reach.
• Compliant Collateral & Full Campaigns
  Need a flyer for a health fair? Want help designing a turnkey campaign for AEP? We’ve got you covered—from simple handouts to full-scale initiatives.

Let’s Build Your Business, Together

Success in this industry isn’t about luck—it’s about having the right support system behind you. At Lourie Life & Health, we provide the tools, training, mentorship, and marketing resources you need to reach your goals.

Whether you’re just getting started or looking to take your book of business to the next level, we’re here to help you grow your way—with real support, real relationships, and real results.