Agent Resources

The E.R.I.N. Agent Portal contains instant quoting, product materials, training videos & guides, and many other invaluable tools to utilize for your success and is FREE TO USE for our agents. The E.R.I.N. Agent Portal is not intended for the general public.


To deliver quality insurance products to the agents of Florida while forming lasting relationships built on a foundation of integrity and commitment to the highest level of service.

What Our Agents Have to Say

“As an independent agent, ERIN provides the back off support and resources to keep my business growing and running smoothly. I depend on the professionals at ERIN to keep me informed on latest market trends, for education on new products, and to keep me compliant and competitive. I appreciate ERIN’s cutting-edge technology and focus on helping agents grow their business, and I know everyone there will always have my back!”
-- Kyle D., Insurance Agent
"We enjoy having ERIN as our upline. We have come to depend on ERIN and they have never let us down."
-- Tim and Sharon M., Insurance Agents
"It has been a pleasure working with Executive Resource Insurance Network for the last few years! You are all very professional and quickly respond to any question or request for help. I would recommend ERIN to any agent I know."
-- Joe E., Insurance Agent
"I have been working with Executive Resource Insurance Network for several years. I can always count on them to provide excellent service and support, as well as the latest product offerings. They are all very efficient and responsive to agents. Thank you all and keep up the great work!"
-- Bob P., Insurance Agent

Compliance Bulletins

Updated SOA Guidance

CMS updated Scope of Appointment (SOA) guidance in the 2018 Medicare Marketing Guidelines (MMG). The new MMG regulations go into effect with 2018 marketing materials (i.e., October 1).

  • SOAs are required for any one-on-one, face-to-face appointment held outside of an educational event or formal marketing/sales event
  • All SOAs can now be signed prior to the start of your previously scheduled appointment
  • Obtaining the SOA 48 hours in advance of an appointment is no longer a requirement
  • All SOA guidelines remain in place
2018 Medicare ID Card Changes

Be prepared to answer client questions regarding the upcoming changes to the Medicare ID Card. Beginning April 2018, new Medicare ID cards without social security numbers will be sent to beneficiaries.  Through December 2019, providers will be allowed to use either the old HICN or the new identifier. All cards will be replaced by April 2019.

New cards will use a unique randomly assigned combination of letters and numbers that will be referred to as the Medicare Beneficiary Identifier (MBI). The MBI will be an eleven character code so it can easily be distinguished from the nine-digit social security number.

When discussing the change, remind clients that they should not discard the red, white and blue Medicare card until the transition period ends December 2019.

Consumer-Facing Website Reminders

CMS has confirmed a renewed focus on all websites, especially those that market to consumers with the intent to collect contact information to be used or distributed as a lead. CMS has found “numerous and troubling violations on third-party websites”.

When developing or updating your website, pay special attention to the more common violations:

  • Needs assessments or inappropriate request for health status (i.e., weight, tobacco use)
  • Identifying a Medicare Supplement Insurance Plan as a Medicare Advantage Plan
  • Using unsubstantiated absolute superlatives (i.e., the best, the biggest)
  • Absence of required disclaimers

Websites must be clear and easy to navigate, maintain a separate and distinct section for Medicare information, and be submitted to a carrier for CMS approval.

Download a copy of the Medicare Marketing Guidelines.

Outreach Activities-Educational Event Reminders

Educational events:

  • Must be advertised as educational 
  • Hosted in a public venue by the Plan/Part D sponsor or an outside entity 
  • May answer beneficiary initiated questions 
  • May set up a future marketing appointment and distribute business cards and contact information for beneficiaries to initiate contact 
  • Must not include marketing or sales activities or distribution of marketing materials or enrollment forms 
  • May not conduct a marketing/sales event immediately following an educational event in the same general location (e.g., same hotel)