Hosted by
MedSmart Insurance
In partnership with
The Brokerage, Inc.
▶ Free live webinar
★ New partnership launch
MedSmart + TBI: Your complete guide to Medicare success in your pharmacy — platforms, training, compliance, and everything that comes next
Reserve my spot →Free · limited seats · register before AEP planning locks in
What you'll walk away with
Why MedSmart chose TBI — and why this is the right partnership for your pharmacy
An all-in-one platform for everything your pharmacy needs — contracting, quoting, commissions, and compliance in one place
A licensing path built for busy pharmacy staff — bite-sized, on-demand, with Misty and the TBI team beside you every step
TBI's compliance depth — including a former DOJ Anti-Kickback expert and 48-hour response turnaround
The dollars most FMOs make you absorb — marketing reimbursement, AHIP & E&O, carrier bonuses, plus agency builder and carrier specialists
How PioneerRx finds your Medicare patients and routes them to your agents — the workflow in action
Agenda
| Time | Topic |
|---|---|
| 5 min |
Welcome & why we chose TBI
How MedSmart evaluated the market and why TBI came out on top. Setting the stage for everything that follows.
Nick BrookeJoe Williams
|
| 8 min |
Who is TBI — 50 years, national footprint, one-stop shop
Second-generation, family-run independent brokerage. What a full-service contracting partner actually looks like — and why it matters for your Medicare practice.
Scott Christie
|
| 10 min |
Your new all-in-one platform — everything in one place
Contracting, quoting, commissions, compliance, and client management in one place — and how seamless it is to migrate from your current system.
Scott Christie
|
| 15 min |
Getting licensed — built for pharmacy staff who are already busy
This path meets you where you are. On-demand study you can do on your lunch break, during a commute, or between patients — bite-sized sessions, no multi-day hotel training. Real-world sales coaching after you pass. What comes after licensing: NPN, fingerprinting, E&O, first sale. Misty and the TBI team beside you every step.
Misty White
|
| 7 min |
Compliance, incentives, and support that grows with you
Former DOJ Anti-Kickback Statute expert on TBI's compliance team. Brokerage bucks for marketing. AHIP and E&O reimbursement. ServiceLink. Agency builder — how to scale your book without doing it alone. Carrier specialists who actually pick up.
Scott Christie
|
| 8 min |
PioneerRx in action — how your pharmacy becomes a Medicare engine
Live walkthrough of how MedSmart identifies Medicare-eligible patients inside PioneerRx, pre-educates them before they reach the counter, prompts staff at the right moment, and routes the appointment automatically. Zero extra workflow steps.
Joe WilliamsNick Brooke
|
| 10 min |
Live Q&A — bring your toughest questions
All presenters
|
Your presenters
Nick Brooke
MedSmart Insurance
Managing Partner
Joe Williams
MedSmart Insurance
Managing Partner
Scott Christie
The Brokerage, Inc.
Senior Regional Sales Director
Misty White
The Brokerage, Inc.
Director of Agency Engagement
Reserve your spot — free to attend
Register on Microsoft Teams · you'll get a confirmation and join link by email.
Reserve my spot →
Co-hosted by MedSmart Insurance and The Brokerage, Inc. This is an educational and onboarding webinar for pharmacy owners, agents, and prospective partners. No carrier-specific plan recommendations will be made.