New Growth Model Reveals Why the Top 3% of Medicare Uplines Are Scaling Retention—While Everyone Else Bleeds Budget and Trust

New Strategic Model Reveals Why Top Medicare Uplines and Providers Are Winning Retention While Others Burn Budget and Lose Trust

Built for FMOs, uplines, and Medicare providers who want more than lead lists. Discover the adaptive strategy behind 30–50% higher enrollments, stronger client retention, and lower churn—even in a post-AEP market.

In this free Masterclass Training

You’ll Discover

  • The #1 client journey mistake that kills 96% of Medicare sales—and how top uplines are fixing it.

  • Why traditional vendors burn out your agents (and your trust)—and how adaptive agencies are scaling smarter.

  • Why 80% of new Medicare beneficiaries expect digital-first experiences—and how to meet them where they are.

  • How full-funnel alignment across trust, accessibility, and personalization becomes your agency’s growth engine.

  • Why CMS compliance isn’t a barrier—it’s your most powerful brand differentiator (if you use it right).

Presented by

Candice Gilliatt

Candice Gilliatt is a trusted growth advisor to some of the most respected uplines, FMOs, and Medicare providers in the country. Since 2016, she’s helped agencies streamline their systems, reduce lead dependency, and improve client retention through adaptive, compliance-first strategies that actually scale.

  • $10M+ in enrollment impact

  • Proven results with group-model Medicare agencies

  • Specialized in full-funnel strategy beyond AEP

Client Wins That Speak Louder Than Leads

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