How We Train New Medicare Agents Inside Our Boot Camp
At Axia Senior Insurance Advisors, and Senior Health Agent Hub we know that successful Medicare agents don’t just happen, they’re built through intentional training, mentorship, and hands-on experience. That’s why our Medicare Agent Boot Camp in Mesa, Arizona goes far beyond onboarding paperwork.
Led personally by co-owner and Medicare specialist Daniel Santos, with over 14 years of experience, our training is designed to set every new agent up for long-term growth and success, whether you’re serving clients in Mesa, Queen Creek, the East Valley, Phoenix, or anywhere across Arizona.
What Makes Our Medicare Boot Camp Different?
Most agencies hand new agents a login to online modules and wish them luck. We take a different approach. Every new agent receives personalized, in-person training that blends industry expertise with practical business-building skills.
Here’s how our step-by-step training process works:
Session 1: Medicare 101 & Building a Strong Foundation
Agents start with a face-to-face session where Daniel breaks down Medicare’s complexities using our Medicare 101 presentation and basics flyer. Every question is answered so agents walk away confident in their foundation.
Session 2: Carriers & Plan Options Across Arizona
We spend a full day exploring the carriers we represent, from Medicare Advantage to Medigap, Prescription Drug Plans, DSNP, CSNP, and Veteran plans. Agents learn how to confidently match the right plans to the right clients.
Session 3: Grassroots Marketing & Strategic Partnerships
From connecting with 65+ communities to partnering with healthcare providers, agents discover proven strategies to generate leads and build referral networks throughout Mesa, Queen Creek, and beyond.
Session 4: Spark CRM Technology Mastery
Hands-on training with Spark CRM equips agents to manage clients, quote plans, and process enrollments efficiently and compliantly, skills essential for long-term success.
Session 5: Client Needs Assessments & Recommendations
Agents learn how to uncover what really matters to clients and present personalized Medicare solutions with clarity and confidence.
Session 6: Real-World Practice & Roleplay
Through client scenarios and role-play exercises, agents practice everything they’ve learned, gaining feedback and building confidence before working with real clients.
Session 7: Business Planning & Goal Setting
To wrap up, agents create a strategic business plan with clear goals and commitments—because success in Medicare is about more than sales, it’s about building a sustainable, client-first business.
Tools & Ongoing Support for New Agents
Graduating from boot camp is just the beginning. We provide:
Custom Marketing Guide: Grassroots strategies tailored to Arizona markets.
Commission & Residuals Coaching: Tools to track and grow income.
Continued Mentorship: Ongoing support through in-person sessions at our Mesa and Phoenix offices, plus virtual Zoom meetings, ensuring you’re never alone.
Why Agents Choose Axia & Senior health Agent Hub
When you train with us, you don’t just gain knowledge, you gain a partner. Daniel Santos personally mentors every agent, sharing real-world insights that can only come from years in the field.
Our leadership team is committed to helping you:
✅ Grow your Medicare business with integrity
✅ Build lasting client relationships
✅ Reach your income and lifestyle goals
Whether you’re in Mesa, Queen Creek, the East Valley, Phoenix, or anywhere in Arizona, we are here to help you succeed.
Ready to Build Your Medicare Career?
If you’re looking for a Medicare agent training program in Arizona that truly invests in your success, we are here for you.
📍 Visit us at: 625 W Southern Ave #E193, Mesa, AZ 85210
📞 Contact us today to learn more about joining our next boot camp!
