TrueAgentReady
Academy · Medicare
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TPMO disclaimer: We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. Medicare practice never submits real enrollments or changes coverage; Academy training purchases are separate.

Medicaid color key ▾
  • Green · Full Medicaid

    Full state benefits; covered services still depend on state and plan rules.

  • Yellow · QMB-only

    Medicare premium and Part A/B cost-sharing help; not full Medicaid.

  • Orange · SLMB / QI

    Part B premium help; not full Medicaid or medical cost-sharing help.

  • Red · QDWI

    Special Part A premium help; not an automatic disqualification.

Medicaid colors describe assistance, not call permission. Verify state benefits and plan eligibility. No / Unknown has no assistance color. Red QDWI is separate from a red blocked-call warning.

Compliance-focused training • Verify 2026/2027 plan-year guidance

For independent agents, agencies & FMOs

TrueAgentReady Academy

Train Brand-New Medicare Agents.
Aim to Be Call-Ready & Compliance-Confident in 7 or 14 Days.

Learn the basics. Rehearse real conversations. Follow guided verification steps before discussing plans. Choose a fast-track or a deeper 14-day pathway.

Training timelines are goals—not a guarantee of CMS compliance, certification or permission to sell.

Built for your team—not affiliated with CMS or carriers

Independent AgenciesIMO / FMO NetworksSeasonal Tele-Sales Teams

60-second practice preview · No sign-in

Try AgentReady Navigator

Fictional training only · Nothing saved · No enrollment or assessment credit

Yellow · QMB-only — Medicare premium and Part A/B cost-sharing help; not full Medicaid. Verify current status and the specific plan’s accepted category; color does not authorize enrollment.

Did the fictional caller agree to the SOA?

Recorded-line notice and TPMO disclaimer are already read in this fictional opening.

QMB-only · 3 prescriptions

STOP · Plan discussion paused

Read the SOA and get a clear yes. Supervisor review cannot replace consent.

Agent’s next prompt

“We can talk about your general needs. You can decline to discuss plan options.”

Open the full Navigator

Choose Your Agent Training Pace

  1. Day 1
  2. Day 2
  3. Day 3
  4. Day 4
  5. Day 5
  6. Day 6
  7. Day 7
Daily lessons & call practice
  1. Day 1 · Medicare foundations

    Learn: Parts A, B, C and D; HMO, PPO and Medigap.

    Practice: Explain coverage in plain language.

    Explore lesson
  2. Day 2 · Permission & compliance

    Learn: Recorded-line notice, TPMO disclosure and SOA.

    Practice: Rehearse the opening and recognize a STOP.

    Explore lesson
  3. Day 3 · Eligibility & election periods

    Learn: MARx checks, AEP, MA-OEP and verified SEPs.

    Practice: Identify what must be verified before benefits.

    Explore lesson
  4. Day 4 · Medicaid & SNP pathways

    Learn: Full/partial duals, LIS references and SNP rules.

    Practice: Work through fictional Medicaid color cases.

    Explore lesson
  5. Day 5 · Doctors, drugs & benefits

    Learn: Network, formulary and Summary of Benefits checks.

    Practice: Compare options without promising benefits.

    Explore lesson
  6. Day 6 · Call flow & objections

    Learn: Needs discovery, informed choices and handoff.

    Practice: Rehearse the call; prepare a supervisor question.

    Explore lesson
  7. Day 7 · Mock calls & review

    Learn: Review gaps and the whole-call checklist.

    Practice: Run role-plays and review recorded results.

    Explore lesson

Suggested study pace, not a guaranteed readiness date. The roadmap does not replace recorded assessments, agency approval or carrier authorization.

Agency Leader & Trainer Suite

  • Trainer DashboardTrainer access
  • Agency ReportTrainer access
  • Audit TrailTrainer access
  • Call ReviewsTrainer access
  • Accounts & BrandingAdmin access
  • Scenario EditorTrainer access
  • Pilot PortalTrainer access
  • Coaching ReviewsTrainer access
  • External LinksAdmin access
  • Link ReportAdmin access
Sign in to your agency account

Before Maestro → After Maestro

Before training

  • Unfamiliar Medicare terms
  • Unsure what to ask next
  • Missing verification details
  • Uneven call practice

Your training goals

  • Explain coverage in simple language
  • Follow an ordered call checklist
  • Recognize when to pause and verify
  • Practice realistic calls and review feedback

Safeguards—not shortcuts

STOP-Logic
Deterministic checks explain missing consent or verification and what must pause. Practice previews never clear gates.
SNP Router
D-SNP and C-SNP pathways use entered verification and availability answers. No automatic enrollment or ZIP lookup.
Medicaid & LIS reference
Color-coded learning aids explain assistance categories. Medicaid level and Extra Help still require official verification.
AgentReady Navigator
Stage-by-stage prompts and a temporary worksheet help agents prepare clear supervisor questions. Nothing sends automatically.

Tools support consistent practice; they cannot prevent every violation or replace current carrier and agency requirements.

For agencies & FMOs

Give new agents a repeatable onboarding path instead of starting from scratch.

  • Consistent lessons across teams
  • Practice results for authorized trainers
  • Clear verification and escalation habits
  • 10 seats per agency subscription
  • Planning a 100+ agent rollout? Confirm seat coverage before purchase.

For agents

  • Plain-language Medicare foundations
  • Ordered call scripts and checklists
  • Doctor and drug verification resources
  • “Do this next” prompts in the Navigator
  • Coach Truedell—agency-customizable avatar and persona

See practice and coaching in action

Two 45-second illustrative recreations · Fictional data, not live recordings · Music included; muted by default

Role-Play Practice

Branching replies, step-by-step coaching and retrying missed checkpoints. No microphone or speech capture.

Trainer Audit Trail

Review practice attempts, pass decisions and certificate events. Export requires separate permission; no audio transcripts.

Rendered previews for review: sampled frames checked; continuous motion and soundtrack listening review remain incomplete.

Pilot perspectives

Illustrative examples—not verified customer testimonials or results.

Agency principal · Sample perspective
“A consistent onboarding path would give our seasonal reps more practice and help our managers focus their coaching.”
New agent · Sample perspective
“The Medicaid color-coding and STOP-Logic took away my fear of saying the wrong thing during my first AEP calls.”
Call-readiness impact
Pilot measurement pending. No verified 85% improvement claim.
Mock-audit outcomes
Validation pending. No guarantee of zero compliance violations.

Practice milestones

Call-Ready Certificate · Express goal

Maestro Master Certificate · Mastery goal

Certificates follow recorded assessment requirements, not elapsed days or a purchase. Training certificates are not CMS or carrier credentials.

Choose your training pace

7-Day Express Accelerator

$499/month · 10 seats

Select 7-Day Plan

14-Day Comprehensive Mastery

$699/month · 10 seats

Select 14-Day Plan

Seasonal agent access: 7-day AEP pass $119 · 14-day AEP pass $179. One seat per pass; access through the relevant AEP end.

See all pricing & billing options