Medicare Playbook for Agents: The X’s and O’s of Building, Growing, and Retaining a Medicare Book

Medicare isn’t just complicated for beneficiaries. It’s also overwhelming for agents trying to build a business that’s profitable, compliant, and sustainable.

Medicare Playbook for Agents is a real-world guide to building, growing, and retaining a Medicare book of business without shortcuts, gommicks, or compliance nightmares.

Written by industry veteran Paige Phillips, this book pulls back the curtain on what actually works in today’s Medicare landscape. Using a football-style playbook approach, Paige breaks down the roles, rules, and realities of the Medicare world—agents, FMOs, carriers, clients, and CMS and shows you how to run your business with clarity and confidence.

Inside, you’ll learn how to:

Build a Medicare practice from zero to a thriving book of loyal clients Attract and retain clients through trust, not pressure Navigate CMS rules and avoid costly compliance pitfalls Create repeatable systems for onboarding, follow-up, and retention Position yourself as a trusted advisor, not just a salesperson
If you’re ready to stop guessing and start running your Medicare business like a professional operation, this playbook belongs on your desk.