Services

At Meridian-Penn Marketing Group, we provide the tools, education, and support agencies need to succeed in today’s evolving Medicare market. From technology and training to lead generation and compliance guidance, our resources are designed to help agents work more efficiently, better serve their clients, and confidently grow their Medicare business. Explore the solutions and support available to our agency partners below.

Contracting

We offer a robust portfolio of carrier contracts designed to help you meet a wide range of client needs. In addition to comprehensive Medicare solutions, we provide access to a variety of ancillary product contracts to support a well‑rounded offering. Contracts are available at the highest possible levels, based on production and the number of actively selling agents.

Compliance

Known for our comprehensive compliance program, Meridian‑Penn provides the oversight, education, and resources agencies need to operate with confidence. We help you navigate complex regulatory requirements, reinforce best practices, and maintain full compliance across your organization. Agents receive quarterly compliance training, and our dedicated in‑house team conducts detailed marketing compliance reviews to ensure your outreach is accurate, compliant, and ready for market

Technology

We equip agents with quoting and enrollment tools that simplify complex plan comparisons, accelerate enrollment, and enhance the client experience. With real‑time data, streamlined workflows, and user‑friendly technology, you can deliver personalized recommendations and exceptional service with confidence.

Education

Education is a cornerstone of sustained professional growth and development, particularly in the rapidly evolving Medicare landscape. We are deeply committed to supporting our agents through continuous learning, offering the Meridian-Penn Education Series from January through September, allowing agents to focus on clients during AEP. Our courses are designed with the agent in mind, to equip you with the knowledge and tools needed for ongoing success. Classes include topics such as Coordination of Benefits, Medicare Supplement deep dives, Medicare Savings Programs, Veteran’s coverage, Diabetes and ESRD, and more. Please do not hesitate to reach out with questions about education.

Sales Aids

Sales aids can be a great tool for educating clients, ensuring that we’re hitting all of our sales points for client information as well as to fulfill compliance requirements. We offer a variety of compliant marketing and sales materials designed to enhance your sales process. These pieces can be used with Meridian Penn branding or customized for your agency, and are available through our agent portal once you join the Meridian Penn team.

Lead Generation

Meridian-Penn empowers agents with proven grassroots marketing strategies that connect directly with local communities. By engaging people where they live, work, and gather, grassroots efforts consistently generate higher-quality leads, individuals who are more informed, more trusting, and more likely to convert. A grassroots marketing strategy is a highly cost-effective way to grow an agent’s book of business, maximizing impact without the high expense of traditional advertising. These authentic, face-to-face interactions build meaningful relationships over time, creating a strong network of community connections that naturally evolve into reliable lead funnels. The result is not just more leads, but better leads and sustainable, long-term growth driven by trust and local presence.

Carrier Programs

Meridian-Penn partners closely with leading carriers to deliver innovative programs and growth-driven opportunities designed to help agents succeed. Through these partnerships, agents gain access to exclusive marketing initiatives, community events, strategic resources, and proven outreach tools that enhance visibility and credibility in their local markets. Our collaborative approach ensures agents are supported at every stage—whether they are building their pipeline, expanding into new communities, or strengthening existing client relationships; ultimately driving consistent growth, increased production, and long-term success.