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SBI Support
Medicare Training
Equipping you with the training, tools, and knowledge needed to grow your Medicare book confidently and compliantly.
Your Trainer
Live Training Series
Trainings with Angel Are Back!
SBI's live training series designed to help you grow, stay compliant, and succeed in 2026. Returning March 3rd — jump in at any point, the 6-session calendar restarts every two weeks.
Medicare Compliance Refreshers Sales & Enrollment Best Practices Industry Updates & Strategies Live Q&A + Agent Support
Click Here To Join! Curriculum
6-Session Training Program
1
Systems & Setup
SBI Introduction & Spark Platform Overview
- How everything connects with Spark and SBI
- Deep dive into Spark and its tools
- Navigating your agent dashboard
2
Enrollment and Eligibility Basics
Sunfire Enrollment Walkthrough
- Step-by-step enrollment flow
- Required verifications before enrolling
- Preventing rejected or delayed enrollments
- Medicaid Lookup & Enrollment Walkthrough
3
Product Knowledge
MAPD vs. Medicare Supplements
- Who Supplements are best for
- Explaining options without overwhelming clients
4
Telephonic Enrollments
Compliance, Tips, and Scripts!
- Call flow & required disclosures
- Consent & documentation
- Compliance do's and don'ts
- Slowing down without losing the client
5
Tools & Retention
Client Support and Retention with Spark
- Using Spark Advisors to save time
- Follow-up cadence & retention strategy
- Marketing Studio for marketing plans & materials
6
Real Scenarios & Open Q&A
Commonly Seen Scenarios
- Telephonic enrollment issues
- Medicaid & LIS confusion
- VA + Medicare & Turning 65 scenarios
- Group problem-solving
* Subject to change