Agent Toolkit
Agent Toolkit & Resources
Everything you need to win — in one place.
Every Topflight agent resource is on this page: training, commissions, ACA and home health care guides, licensing and certification, marketing partners, client tools and the release policy.
Resources, marketing materials, certifications, and sales fuel. Curated by Topflight's top producers so you can spend less time hunting links and more time writing business.
Quick Links
Getting Started
Topflight University
Training and on-demand learning to help you master Medicare sales.
Open University →
Agent Support
Need help? Connect with our support team for fast, knowledgeable assistance.
Get Support →
Commissions & Overrides
Full breakdown of agent commissions and override structures.
View Schedule →
Insurance Toolkits
Quote and underwrite Final Expense, Term Life, and Med Supp in one place.
Sales Toolkits →
ACA / Marketplace
Marketplace Certification & Guides
Everything you need to write ACA business with confidence.
Licensing & Compliance
Pre-License, CE, AHIP & E&O
Stay licensed, certified, and protected year-round.
Pre-Licensing Course
→Exclusive $39 pre-licensing course through Topflight's preferred provider. Fast, affordable, and built to get you licensed quickly.
Pre-Licensing — XCEL Solutions
→Industry-leading online pre-licensing and exam prep for Life, Health, P&C, and Personal Lines. Use code MENTORS.
CE Training (Continuing Education)
→Knock out your continuing education requirements with Topflight's preferred CE provider.
AHIP Medicare Training
→CMS-compliant AHIP certification at the discounted rate through our Spark partner link. Covers Medicare Advantage, Part D, marketing rules, and fraud prevention.
E&O Insurance (Next Insurance)
→Errors & Omissions coverage through Next Insurance. Quick online quote and referral pricing for Topflight agents.
Marketing & Branding
Materials That Make You Look Pro
Print, design, and promo partners we use and recommend.
Printivity
→Booklets, flyers, brochures, postcards. Pro-grade prints at affordable prices.
Fabric Sign Guys
→Banners, backdrops, tablecloths, and signage for events, seminars, and community outreach.
4Promos
→Pens, mugs, totes, branded apparel, giveaways. Keep your brand in front of clients year-round.
Canva
→Drag-and-drop design for flyers, social posts, seminar slides, and client handouts.
Client Tools
Sales & Client Service Resources
Tools your clients will thank you for sending.
Medicare Procedure Price Lookup
→Official Medicare tool to compare procedure prices and estimate copays before scheduling care.
2026 Topflight Agent Resource Guide
→The full agent edition: 2026 plan updates, carrier contacts, enrollment timelines, compliance reminders, and quick-reference tools.
US Veteran Resource Guide
→VA health care, TRICARE, and how veteran benefits coordinate with Medicare.
Agent Course
New Agent Bootcamp Course
Work through these alongside the Bootcamp — the three training sessions, enrollment guides for the carriers you will write most, and a tracker to keep your certifications current.
Humana Special Enrollment Guide
→When a client qualifies outside AEP, this walks through the SEP rules and how to get them enrolled with Humana.
UnitedHealthcare Special Enrollment Guide
→Qualifying life events, enrollment windows, and the steps to submit a UnitedHealthcare SEP application.
2027 Certification Tracker
→Track every carrier certification you hold so nothing lapses before AEP 2027 opens.
Business Operations
Payroll for Small Business Owners
Run payroll with confidence — trusted tools for agency owners and small businesses.
Policy
Topflight Release Policy
We value professionalism, accountability, and the investments we make in our agents. All release requests follow the guidelines below to keep things fair and compliant.
Transfer Blackout Dates & Cut-Offs
Carrier transfer deadlines for AEP 2027 are listed on the Release & Transfers page, with search and filters.
See AEP 2027 Deadlines →How to Request a Release
Submit completed forms to support@topflightagent.com. Only fully completed forms will be processed.
ACA Release Form (PDF)
Download the ACA-specific release form for Marketplace contracts.
Download PDF →
Cigna Med Supp Release
Email to support, wait 1–3 days for upline signature, then return to Cigna. Fax: 888-832-4154 · CSBLicensing@Cigna.com
Open Form →
Aetna MAPD Release
Email to support. Allow 1–3 days for immediate upline + 1–2 weeks for Top of Hierarchy.
Open Form →
Wellcare Transfer (Page 39)
To transfer TO Topflight, enter your direct upline's agency. If direct to Topflight, type "Topflight Insurance Solutions".
Open PDF →
Not yet contracted with Topflight?
Join the FMO built by top producers, for top producers. Get full access to The Tribe, Producer's Circle, and the entire toolkit above.
Frequently asked
Questions agents ask about Agent Toolkit & Resources
Where do Topflight agents get licensed and certified?
The toolkit links a $39 pre-licensing course through Topflight’s preferred provider, XCEL Solutions exam prep, a preferred CE provider, discounted AHIP Medicare training through the Spark partner link, and E&O coverage through Next Insurance.
What marketing partners does Topflight recommend?
Printivity for print, Fabric Sign Guys for event signage, 4Promos for branded giveaways, Canva for design, Timeglass for time tracking and Dialpad for a business number that rings every device.
What client tools are included?
The official Medicare Procedure Price Lookup, a personalized Consumer Resource Guide for clients, the 2026 Topflight Agent Resource Guide and a US Veteran Resource Guide covering VA health care, TRICARE and Medicare coordination.
How do I request a release from Topflight?
Submit the completed carrier release form to support@topflightagent.com during the release window of January 2 through August 31. Only fully completed forms are processed; carrier-specific steps are on the Release and Transfers page.
Last reviewed: · Reviewed by Joanna Wyckoff, Founder. Published by the Topflight Data Desk.