Medicare Sales Material

We’re committed to supporting our partnership. So, we want to ensure you have all the information you need to grow your EmblemHealth Medicare book of business now and in the future.

EmblemHealth provides access to quality, affordable health benefits and administrative services. Below you will find materials you can use to help you sell EmblemHealth Medicare Advantage HMO Plans. When you team up with EmblemHealth, your clients will be offered a broad range of plan choices and benefit options.

The EmblemHealth service area includes the five boroughs of New York City, Nassau, Suffolk, Westchester, Orange, Rockland, Albany, Broome, Columbia, Delaware, Dutchess, Greene, Putnam, Rensselaer, Saratoga, Schenectady, Suffolk, Sullivan, Ulster, Warren, Washington counties. At EmblemHealth, keeping members healthy is one of our priorities.

How to become an appointed Field Marketing Organization / GA / Individual Agent with EmblemHealth

We look forward to doing business with health insurance brokers throughout New York. So, we invite you to partner with us by applying to become an EmblemHealth Medicare broker.

All brokers seeking appointment must provide upon request the following documents and complete our online training:

  • Current New York State Accident & Health license 
  • Current Errors and Omission Insurance 
  • Current AHIP Certification —
  • Executed EmblemHealth Medicare Advantage Broker Contract

Training/Testing Requirement

Brokers seeking appointment must be certified through AHIP Medicare Regulation training and complete and pass the EmblemHealth Product and Fraud/Waste and Abuse training/testing based on CMS regulations. EmblemHealth will conduct online product training/testing every year. You will receive your broker number to use on all forms when submitting new applications.

Electronic Funds Transfer

In order to ensure expedited commission payments, we encourage you to enroll in our Electronic Funds Transfer (EFT) program. It’s as easy as completing the following few step:

  • Complete the attached form EFT Enrollment here
  • Provide a copy of a complete IRS W9 form 
  • Provide a copy of a voided check

All of the above documents should be send to

Ready to Get Started ?

To find out more information on becoming a Medicare Broker, please contact one of our Medicare broker Mangers:


Edward Casas- 347-213-8107
Broker Sales Director


Patti Greco-Cavallaro – 347-541-1943
Regional Medicare Sales Broker Manager


Sandra Toronto – 646-799-1153
Medicare Sales Broker Manager


Philip Juliano- 646-957-2530
Medicare Sales Broker Manager


EmblemHealth currently contracts with Field Marketing Organizations (FMO), General Agents (GA) and independent brokers for the sales and marketing of our Medicare Advantage Plans. All agents/brokers must meet eligibility requirements for sales and marketing partnerships.

EmblemHealth Field Marketing Organization (FMO) Affiliation


Advocate Health, LLC
1811 Englewood Rd Suite # 175
Englewood, FL 34223-1822
Phone: 800-709-5513
Applied General Agency, Inc.
Nicole Salas
Regional Sales Manager
Office: 800-498-6880 ext. 2829
Benefits Concierge Consulting Group
65 Roosevelt Avenue
Valley Stream, NY 11581
Corporate Phone: 855-275-2243
Principals: Frank Perdomo and Nemesio Ortiz
Care Value, Inc.
Kris Wasney
Sales Director
5263 Parkside Drive
Canandaigua, NY 14424
Local: 585-577-1010
National: 855-888-8326
GarityAdvantage Insurance Marketing Agencies
Victoria Bailey
National VP of Sales
17 Accord Park Dr
Norwell, MA 02061
Office: (703) 382-1948 or (800) 234-9488
Medicare Advantage Specialists, Inc.
American Marketing Group USA, Inc.
Jason M. Perry
1550 Woods of Riverchase Dr., Ste 310
Hoover, AL 35244
205-263-8400 Office
800-480-9857 Toll Free
205-263-8350 Fax
Pinnacle Financial Services
Bob Brzyski
VP Marketing
65 W. Street Rd Ste A101
Warminster, PA 19874
800-772-6881 x-7731
Premier Marketing
Sarah Barlett
Ritter Insurance Marketing
David Eshaghian
Senior Manager
626 RXR Plaza
Suite 620
Uniondale, NY 11556
Mobile: 347-263-0666
Local: 717-540-3720 ext 218
National: 800-769-1847 ext 218
Senior Services of North America, Inc.
Joseph Battaglia
25 Melville Park Road, Suite 103
Melville, NY 11747
Toll Free: (888) 230-2199
Direct: (516) 884-2238
Fax: (888) 600-5970
Trusted American Insurance
Rosamaria Marrujo
6556 Lonetree Boulevard, Suite 201
Rocklin, CA 95765
Local: (516) 493-2922
Toll Free: (844) 998-7878

Coming Soon!

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Get Access

View and manage your members, commissions and more through the broker portal.

If you are a licensed and appointed broker with EmblemHealth but don’t have an account please contact our Medicare Broker Support team at 877-224-7994 , Monday – Friday from 8 am to 5 pm or send the request to:

Selling Medicare

Broker Support Team

Selling Medicare

  • Medicare Customer Service


  • Broker Scope of Appointment

  • SSA

  • Eligibility Support



Become an EmblemHealth Broker

Helps us bring personalized, innovative health care to all New Yorkers.

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