Agent Portal
The IM65 Agent Portal
Your complete toolkit for quoting, compliance, and client management. Built for IM65 Approved Advisors who want to work smarter and serve clients better.
Quoting Tool
Carrier-first quoting with side-by-side comparison for Medicare, Final Expense, Life, and Annuities
Resource Center
Scripts, talk tracks, cheat sheets, compliance materials, and training content
Sunfire Integration
Personal PURL and BlazeSync URLs for Medicare plan comparison
Client Management
Track referrals, manage your pipeline, and monitor client status
IM65 Approved Badge
Display your certification status and tier on your profile
Compliance Center
Stay current with CMS guidelines, carrier updates, and compliance requirements
