Team Alvarez Insurance Services
Team Alvarez Insurance Services is a top-producing national field marketing organization headquartered in California with offices throughout the nation.
www.teamalvarez.net Team Alvarez Insurance Services is the nation's top-producing health insurance agency in the nation.Our mission is to help Medicare insurance agents, educate seniors about Medicare products so they can make an educated decision when selecting a Medicare plan.Head Quarters is located in Santa Ana California but our offices are nation wide.We know what it takes for a health insur
09/02/2024
Happy Labor Day from Team Alvarez Insurance Services!
In observance of Labor Day, our office will be closed on Monday, September 2nd. We will resume normal business hours on Tuesday, September 3rd.
Wishing everyone a safe and relaxing holiday as we honor the contributions of hardworking individuals across the nation.
08/26/2024
We are happy to announce that Team Alvarez has been recognized by City Beat News for our outstanding service and have been given the prestigious SPECTRUM Award!
City Beat News - Award Winner TEAM ALVAREZ INSURANCE SERVICES has won the coveted Spectrum Award for excellence in customer service! This award has been presented to TEAM ALVAREZ INSURANCE SERVICES by CityBeatNews.com
08/01/2024
Simplify the complex. At Team Alvarez, our advanced enrollment tools help you break down costs and plan benefits, making it easier to explain Medicare Advantage plans to your clients. Plus, we offer comprehensive training to keep you at the top of your game. Join us today! Call (800) 288-9250 or visit TeamAlvarez.net.
Team Alvarez Insurance Services is thrilled to announce the grand opening of our new satellite office on Pico Blvd in Los Angeles!
We are eager to serve the senior community in the area and provide excellent services. Come visit us for your insurance needs!
đź“Ť 2687 W Pico Blvd, Los Angeles, CA 90006
Agents, get ready for the upcoming Medicare selling season! Let’s ensure you're fully equipped with our 2025 Medicare Checklist:
âś… AHIP Certification: Essential for compliance and success.
âś… Carrier Certifications: Stay updated with all carriers.
âś… Annual Enrollment Periods: Know the key dates to serve your clients better.
We’re here to support you every step of the way. Reach out to us for guidance and resources to make this your most successful season yet!
07/10/2024
Regular check-ins with clients build trust and ensure their needs are met. Contracted Team Alvarez agents benefit from free CRM tools to manage these follow-ups efficiently. Call (800) 288-9250 or visit TeamAlvarez.net.
07/08/2024
Understanding your client's needs is crucial when it comes to finding the right plan that fits their needs. Team Alvarez's broker support is here to assist you every step of the way.
At Team Alvarez Insurance Services, we proudly celebrate the 4th of July, honoring freedom, independence, and unity.
In observance of Independence Day, our office will be closed on July 4th. We wish everyone a safe and joyous holiday, reflecting on the values that make our country extraordinary.
Thank you for understanding, and we look forward to serving you after the holiday.
06/27/2024
It's crucial to keep the Special Enrollment Period (SEP) qualifications top of mind. SEP's allows your clients to enroll in or change their health plans outside of the standard open enrollment. Make sure you're ready to assist when these qualifying life events occur.
06/24/2024
After finalizing your SOA, remember to archive it for ten years, regardless of whether a sale is made. This includes keeping telephonic SOA audio files for the same duration. Good news: Use Connecture for your SOAs, and we'll store them for ten years at no cost, as long as you're on our team. It's just one of the many perks we offer our agents!
06/21/2024
Ensure the TPMO disclaimer is included within the first minute of any sales call; on all marketing materials, including print and TV ads; across all TPMO websites; and in emails, chats, or any electronic communications with beneficiaries to stay informed and compliant.
06/17/2024
We're excited to share that our new office sign is up in Los Angeles! With this step complete, we’re getting closer to our grand opening. This new location will allow us to better serve our community with excellence and experience. Stay tuned for more updates!
06/16/2024
"🎉 Happy Father's Day to all the incredible dads out there! 🎉
Your love, support, and dedication make the world a better place. Thank you for everything you do, today and every day.
06/05/2024
Big shoutout to Optum and SCAN for providing in-person training for our agents! Your expertise helps us excel. Special thanks to Trina McMann and Gale Gajardo for their outstanding insight.
05/27/2024
This Memorial Day, we honor the brave men and women who have made the ultimate sacrifice for our country. In observance of Memorial Day, our office will be closed on May 27th to allow our team to participate in the commemoration.
Our team at Team Alvarez Insurance Services wishes you a safe and reflective Memorial Day.
Happy Mother's Day from Team Alvarez Insurance Services. Here's to a day filled with love, laughter, and cherished moments with your loved ones.
05/08/2024
Remember, the TPMO disclaimer isn't needed for: In-person beneficiary meetings, exclusive single-carrier sales, and purely informational materials. Avoid the disclaimer in ads by skipping plan details—just mention the services offered.
05/07/2024
Quick reminder for our team: Always kick off your sales conversations with the TPMO disclaimer, right in the first minute. Remember, 'sales calls' include any call with marketing content. And for those personal marketing appointments, don't forget the need for an SOA, secured 48 hours in advance. Let's stay compliant and effective!
04/10/2024
Update Alert: The 48-hour rule is back in play for 2024! It's literal: a Tuesday at 4:00 PM SOA means Thursday appointments only after 4:00 PM. Stay prepared!
04/08/2024
Our agency has a presence in 26 states, boasting five satellite offices where you can meet or engage in business activities, among other advantages. Consider joining our team to leverage these opportunities and benefits. Click the link to learn more. https://teamalvarez.net/grow-your-medicare-book-of-business/
03/25/2024
Reopening of Our East Los Angeles Office: A Special Thank You to Aetna for Their Support
03/21/2024
We're thrilled to share that the 23rd Annual Excellence in Entrepreneurship Awards Special Report, brought to you by the Orange County Business Journal, is now live!
https://zurl.co/MaSt
01/29/2024
We are happy to announce the Grand Opening of our new Lynwood location! We are thankful to all who participated! Clever Care Health Plan
12/22/2023
Thank You to our amazing partner, Wellcare!
09/25/2023
Attention Health Insurance Agents!
The 2024 Annual Enrollment Period (AEP) is nearing, and it's crucial to stay ahead of the game. Here are some key takeaways to ensure you're prepared:
Education & Authorization: Complete AHIP courses on Medicare and Fraud prevention. Agents affiliated with Team Alvarez are eligible for a discount.
Master Product Know-how: Prepare for enrollments starting October 15. Visit https://www.teamalvarez.net/2024-carrier-certification/ to explore carriers and order supplies.
Certification Techniques Vary: Certification can range from digital tutorials to in-person sessions. Ensure you're familiar with your carrier's requirements.
Certification details can be found at https://bit.ly/3t9g5L9
06/09/2023
🎉Exciting News Alert!🎉 Team Alvarez is thrilled to announce that we've moved into a bigger office to serve our valued agents and partners better.
The American Association of Retired Person (AARP) has been receiving multiple reports across the nation of a new approach to stealing your Medicare number. This scam has the callers promising that the Centers for Medicare and Medicaid Services (CMS) are now sending a more permanent plastic coverage card and they need the cardholder to simply confirm their ID number or companies offering to make your paper member cards into plastic for a fee.
You should know that Medicare is sticking with paper cards and is not sending out plastic cards.
01/09/2023
Who remembers a time when Medicare had Social Security Numbers on Medicare cards?
01/05/2023
Can I laminate my Medicare card?
The short answer is no. Just like your covid vaccine cards, you shouldn't laminate these cards.
If you'll like to keep your cards protected, you can use a cardholder.
01/04/2023
When conducting business with current or future prospects it's always essential to follow CMS compliance rules when working with senior folks. Before mentioning any Medicare Advantage plans, one of the first steps is to obtain permission to contact or Scope of Appointment.
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Our History
Gus Alvarez started in the health insurance industry in August 2007 when he was recruited by Cornerstone America, a subsidiary of the Blackstone Group, one of the largest independent captive insurance agencies in the nation. While Cornerstone propelled his career in the insurance industry and recognized him for his many achievements (the National Rookie of the Year Award for being the 2nd highest producer in the country; the prestigious Ring of Honor for becoming the highest-producing Medicare selling insurance agent; and a seat in the Million Dollar Producers Circle), Gus left Cornerstone to further explore the Medicare business as an independent agent in California. Gus was joined by several top Cornerstone producers, and together they contracted under another general agency in California representing multiple health care plans.
The new venture wasn’t without its pitfalls. Let down by the new agency, Gus forged on and decided to approach MD Care health plan who gave them a chance and provided their first FMO contract. Gus’s Murrieta, California home became the staging ground for their small agency with training sessions being held in his living room. During those humble beginnings Gus had agents sleeping over and training with him in the field. They were fully operational with computers, fax machines and supplies set up in Gus’s garage with an open door to any agent who wanted to come and work. CareMore and Central Health followed with FMO contracts. Soon, many agents came knocking at their doors wanting to join their new Team. Their recruiting efforts, built through referrals, started to grow and in August 2008 Team Alvarez Insurance Services in California was born.
Theresa and Gus moved to Hollywood Beach in Oxnard after their girls were born to be closer to the Grandparents. They leased a 500 sq. ft. office and hired their first assistant. In spite of the long daily commute to LA and back they saw steady growth and their hard work soon paid off. Within just 8 months they increased to 70 agents. Two years later in 2011, they moved to Orange County and leased a 1,500 sq. foot office in Orange. That move was the catalyst to the success they now are enjoying. They grew rapidly, with the addition of new staff members and a fully integrated office. They started a Call Center to handle appointment setting and Team Support for their agents. Their success saw them moving two more times to accommodate their rapidly growing team. Today, they are enjoying their new 8000 sq. ft. space in Santa Ana with over 35 staff, 30 in-house licensed telesales agents, and 15 customer service representatives. They also maintain a full-time in-house Compliance Officer, an agent/producer lead/mailer program, contract/licensing implementation and a lifetime complimentary customer service program for all agents and their clients. They are blessed to have a solid team that continue to help them grow.
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Address
210 N Tustin Avenue, Suite A
Santa Ana, CA
92705
Opening Hours
| Monday | 8:30am - 5:30pm |
| Tuesday | 8:30am - 5:30pm |
| Wednesday | 8:30am - 5:30pm |
| Thursday | 8:30am - 5:30pm |
| Friday | 8:30am - 5:30pm |
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