AgencyFi LegacyFi
Finance for Healthier Living

Health Coverage
Agents Can
Believe In.

HealthyFi gives independent health insurance agents the carrier access, compliance support, back-office infrastructure, and community to grow — at no additional fee.

Get Started Today → Explore Products
$0
Additional Fee
50+
Carrier Partners
Compliant
Dedicated CMS Support
Health insurance agent reviewing coverage with clients
$0 Fee
No Additional Cost
50+ Carriers
Carrier Partners
Compliant
Dedicated CMS Support
Ready-to-Sell Support Medicare, ACA & Group plans — all in one place
Trusted by agents selling plans from
Leading Carriers
UnitedHealthcare
Medicare & ACA
Humana
Medicare Advantage
Aetna
Medicare & Group
Cigna
Health & Life
Anthem
Blue Cross Plans
Devoted Health
Medicare Advantage
Why HealthyFi

Independence
with Infrastructure.

You stay independent — but never isolated. HealthyFi delivers the systems, carrier relationships, and hands-on support that let you serve clients at the highest level, without building it all yourself.

Carrier Access & Contracting
Fast appointments across Medicare Advantage, Supplements, Part D, ACA, and Group plans. One contact for your entire portfolio.
CMS Compliance & AHIP Support
Proactive guidance on CMS requirements, marketing material filing, and annual certification — so deadlines never sneak up on you.
Grassroots Marketing Strategy
Done-for-you branding, community event playbooks, and proven local outreach strategies to build consistent referral pipelines.
Agent consulting at desk
0+
Carrier
Partners

"HealthyFi's team makes me feel like we're family. They genuinely care about my business — not just my production numbers."

J.E. — Independent Medicare Agent
What We Cover

Every product your
clients need from you.

A complete health and protection portfolio — all contracted and supported under one roof.

Medicare Advantage
MAPD plans across all major carriers. Annual certification hub, supply materials, and enrollment support included.
Medicare Supplements
Medigap plans for clients who want predictable out-of-pocket costs. Multiple plan types across top carriers.
Medicare Part D
Prescription drug plans that complete your client's Medicare coverage — with plan comparison tools built in.
ACA Health Plans
Individual and family metal tier plans. Build a natural aging-in pipeline as your ACA clients approach Medicare eligibility.
Group & Employer Plans
Small and mid-size employer benefit packages. Expand your revenue stream with group plan contracting support.
Social Security Maximization
Help clients optimize their benefit timing — a powerful value-add that deepens trust and drives referrals.
Our Network

50+ carriers,
one partnership.

Access top-tier insurance carriers across Medicare, ACA, and Group markets — all contracted and supported through HealthyFi.

UnitedHealthcare Humana Aetna Cigna Anthem Devoted Health Molina Healthcare WellCare Oscar Health Centene Bright Health
+40 More
Unlimited Agent Support

Six teams. One goal:
your growth.

Every pillar of your practice covered by a dedicated specialist team — not a call center.

Susana Mayuga — General Agency
Susana Mayuga
Rayckel Galvez — General Agency
Rayckel Galvez
Jolly Francisco — General Agency
Jolly Francisco

Our General Agency — the people behind every team listed below.

Senior Market Team
Medicare Advantage and Supplement specialists. We help you identify organic growth areas and build referral pipelines from your over-65 client base.

Medicare Advantage (MAPD)

Access top-rated MAPD plans across major carriers. We match your clients to plans with the right network, benefits, and cost structure — and handle enrollment from start to finish.

hello@healthyfi.us

Medicare Supplement (Medigap)

Help clients fill the gaps left by Original Medicare. We provide cross-carrier plan comparisons so your clients get predictable out-of-pocket costs and the coverage they need.

hello@healthyfi.us

Special Needs Plans (SNPs)

Chronic Condition SNPs (C-SNPs) and Dual-Eligible SNPs (D-SNPs) for your most complex clients. We guide you through eligibility requirements, plan selection, and carrier-specific rules.

hello@healthyfi.us

AHIP & Carrier Certifications

Stay certified and ready to sell. We coordinate your AHIP completion, carrier-specific certifications, and annual recertifications so you're always compliant and contracted ahead of AEP.

hello@healthyfi.us

Medicare Tools & Resources

Access the Medicare Plan Finder, out-of-pocket cost estimators, the Medicare & You handbook, and Social Security calculators — everything you need to educate and advise your senior clients.

hello@healthyfi.us

Senior Market Growth Strategy

Identify organic growth opportunities in your over-65 book of business. We help you build referral pipelines, spot cross-sell windows, and expand your senior client base with a structured growth plan.

hello@healthyfi.us
ACA Health & Life Team
Grow your book with ACA metal tier plans. Build a natural aging-in pipeline that feeds directly into your Medicare practice.

ACA Metal Tier Plans

Access quality Bronze, Silver, Gold, and Platinum ACA plans across top carriers — with competitive commissions. We handle appointments and submissions so you can focus on growing your book.

hello@healthyfi.us

Short-Term Medical

Penalty-free coverage plans for clients in between jobs, missing open enrollment, or waiting for employer benefits to kick in. Enrollments up to 364 days with flexible start dates.

hello@healthyfi.us

Minimum Essential Coverage

MEC and faith-based plan options for budget-conscious clients who need compliant coverage without full metal tier premiums. A valuable tool for the self-employed and underinsured.

hello@healthyfi.us

Dental & Vision Coverage

Help clients fill the gaps that medical plans leave behind. We offer standalone dental and vision options that pair naturally with ACA and employer plans — easy add-ons that boost your per-client value.

hello@healthyfi.us

Term Life & Final Expense

Protect your clients, their families, and their financial future. We offer term life and final expense products that complement any health plan — turning a single-product relationship into a complete household solution.

hello@healthyfi.us

Aging-In Pipeline Strategy

Your ACA clients don't age out — they age in. We help you track clients approaching 65, coordinate their Medicare transition, and retain them across your book of business for years to come.

hello@healthyfi.us
Agent Experience Team
Your dedicated back office — contracting, member services issues, commission audits, and carrier escalations handled with care on your behalf.

Contracting Support

We handle carrier appointments, contract submissions, and status updates on your behalf. Get appointed and ready-to-sell without drowning in paperwork.

contracting@healthyfi.us

Commission Resolution

Missing a payment? Our team works directly with carriers to audit discrepancies, track reconciliation, and make sure every dollar you've earned lands in your account.

hello@healthyfi.us

Enrollment Assistance

If an enrollment isn't showing up on a carrier portal, we step in. Our team coordinates with carriers and technology partners to clear delays and confirm coverage for your clients.

hello@healthyfi.us

Marketing & Supplies

Request carrier brochures, plan benefit summaries, and HealthyFi-branded materials. We'll get you what you need to connect with prospects and close with confidence.

hello@healthyfi.us

Carrier Portal Training

Not sure how to run a quote, submit an app, or pull your production report? We offer live screen-share sessions for any carrier portal — at no cost, on your schedule.

(470) 304-0114

Compliance & Certifications

Stay ready-to-sell year-round. We track your AHIP, CMS, and carrier certification statuses, send timely reminders, and provide resources to keep you compliant without the stress.

contracting@healthyfi.us
Operations & Reporting Analytics
Ready-to-sale reports, contract status, production reporting, and commission statements. The data you need, accurate and on time.

Ready-to-Sell Reports

Know exactly where you stand before AEP or any selling season. We pull your appointment confirmations, certification statuses, and carrier approvals into one clear summary — so you never miss a day of eligibility.

hello@healthyfi.us

Production Reporting

Monthly and year-to-date enrollment counts broken down by carrier, plan type, and market. Track your momentum, spot your best-performing products, and identify where to focus next.

hello@healthyfi.us

Commission Statements

Itemized earnings by carrier, policy, and effective date — delivered on a predictable schedule. We reconcile discrepancies before you even notice them, and escalate anything that doesn't add up.

hello@healthyfi.us

Contract Status Tracking

A live view of every carrier contract — pending, approved, or needing action. No more chasing down contracting teams or logging into a dozen portals to figure out where an appointment stands.

contracting@healthyfi.us

Enrollment Visibility

See every enrollment you've submitted — confirmed, pending, or flagged — across all carriers in one place. When a client's coverage isn't reflecting correctly, we coordinate directly with the carrier to resolve it fast.

hello@healthyfi.us

Performance Analytics

Year-over-year growth comparisons, retention rates, and carrier mix analysis. Understand your book at a glance so you can make sharper business decisions — and have the numbers ready when it counts.

hello@healthyfi.us
Compliance Support Team
Proactive CMS compliance management, marketing material filing, and AHIP certification resources. Your book of business stays protected.

AHIP & Carrier Certifications

We track your AHIP completion, CMS certifications, and every carrier-specific requirement so nothing slips through the cracks. Timely reminders and direct links keep you ready-to-sell before each plan year opens.

compliance@healthyfi.us

Marketing Material Review

Before you print a flyer, send a mailer, or post an ad — our compliance team reviews it. We catch missing disclaimers, prohibited language, and CMS guideline violations before they become a problem.

compliance@healthyfi.us

MCMG Guidance

The Medicare Communications and Marketing Guidelines change every year. We break down what's new — required disclaimers, event rules, pre-enrollment checklists, and what language is no longer permitted — so you're never selling on outdated rules.

compliance@healthyfi.us

Call Recording & TPMO Rules

CMS requires all Medicare sales calls to be recorded and stored for 10 years. We help you meet that requirement and stay current on TPMO disclaimer obligations — including what must be read before every sales conversation.

compliance@healthyfi.us

TCPA & Do Not Call

Outbound prospecting comes with legal risk. We provide clear guidance on TCPA rules, Do Not Call registry compliance, proper consent documentation, and what's permitted for texts, ringless voicemails, and autodialed calls.

compliance@healthyfi.us

Fraud, Waste & Abuse Training

Annual FWA training is required — and we make it straightforward. We provide access to CMS-approved training, plus our own agent education program covering high-risk sales scenarios, documentation best practices, and how to avoid common compliance traps.

compliance@healthyfi.us
Agent Technology Team
Quoting & enrollment tools, a proprietary lead platform, and Asystm CRM — the full tech stack to run your practice efficiently.

Asystm CRM

Organize your prospects, clients, and team members in one place. Asystm lets you track every relationship, manage your pipeline, and run your entire book of business from a single platform.

hello@healthyfi.us

Quoting Tools

Generate accurate, side-by-side quotes across Medicare, ACA, and Life carriers in seconds. Our quoting platform pulls real-time rates so you spend less time searching and more time presenting.

hello@healthyfi.us

Digital Enrollment

Submit enrollments across all major carriers digitally — no paper, no fax. Our enrollment platform confirms submissions in real time and flags errors before they cause delays in coverage.

hello@healthyfi.us

Appointments & Scheduling

Engage prospects and clients with a built-in calendar platform. Set meetings, send booking links, and automate follow-up reminders — so no opportunity slips through the cracks.

hello@healthyfi.us

Proprietary Lead Platform

Access HealthyFi's exclusive lead pipeline — pre-screened prospects ready for outreach. Convert more leads to clients with built-in tracking, assignment tools, and conversion reporting.

hello@healthyfi.us
Build Your Practice

We nurture your
entrepreneurial spirit.

Many agents start in a captive shop. We've helped hundreds take the leap to independence — and watched them build practices that surpassed their own expectations.

Make Your Own Rules
Professional development, training, and mentorship to move to independence with full confidence.
Be Your Own Boss
From licensing to agency building — our proven program has launched agents into national-footprint practices.
The Sky Is the Limit
Attainable goals with metrics to match. Accountability structures that keep your momentum compounding.
0+
General Agencies
0+
Agents Launched
0+
Carrier Partners
$0
Cost to Partner
Why You Need a Partner Like HealthyFi

We're in the
people business.

When we help independent health agents grow, they have a direct and lasting impact on the health of their communities. That's the mission driving everything we do.

Exclusive retail and value-based care facility opportunities
Effective grassroots marketing strategies & support materials
No-cost multi-plan compare compliant technology
AHIP certification support & CMS compliance guidance
Partner With Us →
Health insurance professionals collaborating
Agents actively growing with HealthyFi
Are you ready?
Join the network
Agent Stories

What our agents
say about us.

★★★★★
"

HealthyFi's team makes me feel like we're family. They truly care about my business and my clients — not just my production numbers.

J
J.E.
Independent Medicare Agent
★★★★★
"

The compliance support is worth its weight in gold. I stopped worrying about CMS filing deadlines the day I joined — they stay ahead of it for me.

K
K.W.
ACA & Medicare Specialist
★★★★★
"

They don't just get you contracted and disappear. HealthyFi checks in regularly, keeps me on pace with my goals, and genuinely helps me hit them.

D
D.A.
Agency Owner
Ready to Scale?

Your next chapter
starts here.

Independent agents and agency owners are building thriving health practices inside HealthyFi. Your spot is waiting.

Get Started Today → Call (470) 304-0114