Brokerage Bucks is The Brokerage’s flagship marketing reimbursement program, where you can receive up to $450 monthly in marketing support.
Option 1: Mail
- Submit eight (8) credits through The Brokerage Inc. for the same effective date except for January 1st (January 1 effective dates require thirteen (13) credits) to use towards a 1,000-piece mailer of your choosing. You can use mail pieces from ARM Catalog, Lead Concepts Catalog, TargetLeads Catalog, carrier-branded or a custom piece (May be subject to CMS approval).
- Do you want to wait to use your mailer during the next AEP? Just let us know and we will hold off.
- Disclaimer: Due to yearly postage increases, you will be responsible for the balance that exceeds the Brokerage Bucks amount of $450.00.
Option 2: Marketing
- Submit (8) credits through The Brokerage Inc. for the same effective date except January 1st (January 1 effective dates require thirteen (13) credits), and receive up to $450 to be paid directly to your marketing vendor.
- Some examples might be event meeting rooms, luncheons, advertisement in church newsletter or newspapers, sponsorship, etc.
- For more information on how to use Brokerage Bucks, please click here.
Credit Breakdown
Credits submitted must be in the following category:
Products Accepted:
- 2 Credits – Policy must be in effect for 3 months
- Term Life
- Permanent Products
- Annuities
- .5 Credit – Policy must be in effect for 3 months
- Final Expense
- 1 Credit
- MA/MAPD
- Med Supp
- SDS Dental
- .5 Credit Per Member/ 1 Credit for 2 People Per Policy/ 2 Credits for a Family of 4 – Policy must be in effect for 3 months
- ACA
- .5 Credit Ancillary – Policy must be in effect for 3 months
- All other Dental
- Critical Illness
- Hospital Indemnity
Exclusions:
- PDP
- Short Term Medical
Please Note
- Agents must be contracted under The Brokerage Inc.
- Disclaimer: Mail program applies to agents contracted through The Brokerage Inc. with lead disposition required before any additional mailings.
- Invoices/Receipts submitted must reflect the current year.
- Bucks will expire after six months unless you use them for direct mail marketing.
- Program subject to change without notice.
DISCLAIMER: Depending on the year your taxes are filed for Brokerage Bucks expenses, there could be tax implications. Please seek advice from a certified tax advisor on proper tax filings. You may receive a 1099 MISC if you are reimbursed $600 or more. You can avoid this by having TBI pay the vendor directly.
