Your agents — ready to sell in half the time

Now your agents can complete their product training and fulfill National Medicare certification requirements in one place. Join numerous providers that have made the switch to Pinpoint’s Medicare Certification System and go from registration to ready to sell in half the time.


Inefficient training is lost revenue

Your agents go through many steps in order to sell your products — they take product training, annual national certification, undergo background checks and complete a multitude of compliance forms. The typical path to complete these steps includes routing through multiple departments and companies, while dealing with online training, classroom training and paperwork.

And of course, you need to store and organize both online and paper records for all of your agents, which is difficult and not very efficient.

Say goodbye to using disparate systems and manually tracking paperwork

Pinpoint’s Medicare Certification Systems let you quickly and easily enroll and certify agents, satisfy internal and CMS guidelines and submit compliance forms completely online in one system — so your agents can start selling today.

Trusted by top companies

“Our experience during AEP season was night and day from our old vendor to when we partnered with Pinpoint for our Medicare certification training. Incredibly, during last year’s AEP season we had ZERO system downtime and only seven customer support tickets for a population of nearly 5,000 users across three user populations.”
Justin Gavin
Sales Support Manager, Senior Health Services Sales and Servicing
Blue Cross Blue Shield Michigan

Industry specific features that streamline your organization

National Medicare Certification

Satisfy your annual training requirements in half the time for less

Pinpoint’s National Medicare Certification training completely fulfills CMS requirements, and lives in the same system as your product training — so your agents get trained fast and their certification records are available immediately.


Always know where your team members stand

Choose from a variety of standard reports to monitor training progress, assessment scores, compliance status and more. Set preferences and delivery frequency to have reports automatically delivered to your inbox without logging in to the system.

Need something specific? Pinpoint can easily create additional reports to track custom metrics for unique company data.


The right training at the right time

Assign your team training based on role, experience, competency, licensing requirements or other criteria to make sure they get relevant training consistently, right when they need it. Optional email notifications mean your team always knows when to train, even when they’re not in the system.

Variety of Training Formats

Make training stick no matter how your team learns

Supports a wide array of file formats including interactive SCORM presentations, quizzes, streaming audio and video, standard office documents and pdfs and more — letting you train in the way most suitable for your team.

User management options

Choose how your agents access the system

Pinpoint’s Medicare Solutions allow your agents to either fully register themselves, follow a pre-registration process (only allowing pre-approved agents to register), or completely automate the registration process to allow agents to start training immediately.

online compliance forms

Put an end to needless paperwork

Complete necessary compliance forms like the W9, EFT and Errors and Omissions completely online. Add your internal workflow parameters to automatically route to the right people for oversight — all while creating a historical record of each document that you can access anytime.

Automated Exclusions Checks

Proactively find red flags before they cost you

Agent IDs are automatically cross-checked with national databases like NIPR and OIG to determine if any red flags are present on their record. Flagged records are automatically sent to you to decide what action to take, so you can shield your business and clients from risky representation.

Knowledge Center

Secure, unlimited storage for all your documents

No need for Sharepoint or Dropbox — permissions grant access only to those that need it, while tracking total and unique views of each resource. Easily find and share the most up-to-date versions of your documents and reference sheets.

Event Calendar

No more manually tracking classroom training events

Easily schedule classroom events, webinars and conference calls for all or only a portion of your trainee population. Set reminders, limit participants and track attendance using the built-in roster tool — allowing you to track both classroom and online training in one place.

Unrivaled Customer Support

Unlike other LMS providers, Pinpoint provides clients with dedicated customer support professionals. No call centers or waiting days for an email response — just friendly, knowledgeable people committed to your success.

How BlueCross BlueShield

“Had we not used Pinpoint’s technology at the beginning of 2020, we would have been unprepared for what was ahead and would have seen a significant decrease in sales. Three hurricanes and one pandemic later we had a 39% increase in certified agents. The teamwork we had with Pinpoint made this a successful year.”

John Whittemore
Director of Sales, Government Business
BCBS Louisiana

For the full story, download the case study


Medicare Training FAQs

For details on Pinpoint's Medicare Advantage training and Contracting Systems, please refer to these Frequently Asked Questions.

Request a personalized demo centered around your business

See how Pinpoint’s Medicare Certification System can help you offer a better way to train your entire organization.

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