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Book a 1-on-1 Strategy Call ↗Frequently Asked Questions
Everything you need to know about your Medicare Agency in a Box platform, portals, and lead systems.
How do I access carrier portals & broker contracting knowledge?
Carrier knowledge profiles, footprints, and direct portal navigation are organized inside the Carrier Knowledge Base page. For carrier appointments and contracting management, access the Integrity Broker Portal directly from the Agency Hub vault or the Carrier Directory quick tools bar.
How does Social Media & Marketing work for my agency?
Your Medicare Agency in a Box includes built-in social scheduling, educational campaign templates, and compliance-reviewed Medicare content. You can schedule and publish posts across Facebook, LinkedIn, Google Business, and Instagram directly through your CRM marketing desk.
How do I import my existing Medicare client book of business?
Download the Contact Import Template CSV from the Agency Hub vault. Ensure your CSV fields match (First Name, Last Name, Phone, Email, DOB, and Medicare Part A/B dates). Then go to Contacts > Import, map your fields, and assign the tag Book of Business to automate Annual Review workflows.
Can I connect my own custom agency domain & email?
Yes! You can connect your custom branded domain (e.g., medicare.youragency.com) under CRM Settings > Domains. If you need help configuring DNS records (CNAME, A records, SPF, DKIM), submit a ticket right above and John & Tony will configure it for you.
What is the difference between an Agency Website & a Lead Funnel?
An Agency Website is your general brand authority home with carrier certifications, about us, and service pages. A Lead Funnel is a laser-focused, single-objective page engineered for digital ads or mailers to capture Medicare Scope of Appointments (SOA) and consultations without exit links.
How do I get a custom Medicare landing page or website built?
Simply use the Support Request Desk above! Select "Custom Co-Branded Landing Page", attach your agency PNG logo, and specify your primary carrier lines. John & Tony will construct your personalized funnel within 24 to 48 hours.
Where do new leads from my website, funnels & ads go?
All inbound leads instantly land inside your CRM under Contacts > Opportunities Pipeline. You receive immediate SMS and email alerts, while the prospect is automatically sent a confirmation message and calendar booking invitation.
How do I access John Riley's live weekly coaching?
Book a 1-on-1 Strategy Call ↗
Looking for Agency Tutorials or Carrier Knowledge?
Return to the Agency Hub to watch John Riley's video masterclasses, or explore carrier partner footprints and broker portals across 16 top carriers.