4.9/5on Trustpilot · 380+ agents

The Only FMO With Marketing, Technology, and Contracts.

Agents who partner with Magnolia get access to MagnoliaOS, the OS agents use to buy inbound phone calls, manage their customers, and automate retention at scale.

MagnoliaOS Medicare operating system dashboard
Book a Demo Call Today

30 minutes · No obligation · Limited weekly slots

MagnoliaOS

The industry's best operating system — only available to our agents.

Magnolia's agents spend more time selling and less time working. Our all-in-one system helps you sell more while retaining customers for longer.

Lead Marketplace

Get matched with high-intent prospects actively looking for Medicare help.

AI-Inbound & Outbound Dialer

Call, log and disposition without leaving the platform.

Live Policy Tracking

See what's paid, pending and charged back in real time.

Full CRM

Every client, household and touchpoint in one place.

Retention Automations

AEP campaigns, birthday touches and renewals on autopilot.

2-way SMS

Compliant texting that keeps members engaged year-round.

Script Training

Practice, score and sharpen your pitch inside MagnoliaOS.

Compliance Management

Stay ahead of CMS requirements with built-in guardrails and audit trails.

Book a Demo Call Today

30 minutes · No obligation · Limited weekly slots

Our Agents Success Speaks For Itself

"I wrote 214 apps last AEP. The renewal bonus alone changed what my book is worth."
Dana R.Dana R.Independent Agent · FL
"MagnoliaOS replaced my CRM, my dialer and my texting tool. That's $340 a month back in my pocket."
Marcus T.Marcus T.Field Agent · OH
"The AI plan recommendation closes the doubt in the room. My persistency is up."
Alicia G.Alicia G.Agency Owner · TX
"The dashboard is stupid simple. Log in, work the leads, answer the phone. That's it."
Tyler B.Tyler B.MAPD Agent · NC
"Persistency across my downline is ~22% better than the last FMO I was with."
Renee W.Renee W.Agency Owner · GA
"First time in 12 years I've been paid more than FMV. It shows up every single renewal."
Carlos M.Carlos M.Medicare Agent · AZ
"I wrote 214 apps last AEP. The renewal bonus alone changed what my book is worth."
Dana R.Dana R.Independent Agent · FL
"MagnoliaOS replaced my CRM, my dialer and my texting tool. That's $340 a month back in my pocket."
Marcus T.Marcus T.Field Agent · OH
"The AI plan recommendation closes the doubt in the room. My persistency is up."
Alicia G.Alicia G.Agency Owner · TX
"The dashboard is stupid simple. Log in, work the leads, answer the phone. That's it."
Tyler B.Tyler B.MAPD Agent · NC
"Persistency across my downline is ~22% better than the last FMO I was with."
Renee W.Renee W.Agency Owner · GA
"First time in 12 years I've been paid more than FMV. It shows up every single renewal."
Carlos M.Carlos M.Medicare Agent · AZ
"First time in 12 years I've been paid more than FMV. It shows up every single renewal."
Carlos M.Carlos M.Medicare Agent · AZ
"Persistency across my downline is ~22% better than the last FMO I was with."
Renee W.Renee W.Agency Owner · GA
"The dashboard is stupid simple. Log in, work the leads, answer the phone. That's it."
Tyler B.Tyler B.MAPD Agent · NC
"The AI plan recommendation closes the doubt in the room. My persistency is up."
Alicia G.Alicia G.Agency Owner · TX
"MagnoliaOS replaced my CRM, my dialer and my texting tool. That's $340 a month back in my pocket."
Marcus T.Marcus T.Field Agent · OH
"I wrote 214 apps last AEP. The renewal bonus alone changed what my book is worth."
Dana R.Dana R.Independent Agent · FL
"First time in 12 years I've been paid more than FMV. It shows up every single renewal."
Carlos M.Carlos M.Medicare Agent · AZ
"Persistency across my downline is ~22% better than the last FMO I was with."
Renee W.Renee W.Agency Owner · GA
"The dashboard is stupid simple. Log in, work the leads, answer the phone. That's it."
Tyler B.Tyler B.MAPD Agent · NC
"The AI plan recommendation closes the doubt in the room. My persistency is up."
Alicia G.Alicia G.Agency Owner · TX
"MagnoliaOS replaced my CRM, my dialer and my texting tool. That's $340 a month back in my pocket."
Marcus T.Marcus T.Field Agent · OH
"I wrote 214 apps last AEP. The renewal bonus alone changed what my book is worth."
Dana R.Dana R.Independent Agent · FL
Limited seats

Book Your Demo to Learn About Magnolia

Thirty minutes, one screen share. We'll walk your current comp, show you MagnoliaOS live, and give you the exact bonus schedule for your states.

Step 1 of 12

What day do you want your meeting to be?

30-minute group session. Video invite sent instantly.

No spam, no lead resale. Your information stays with Magnolia.

What our agents say

"Best move I've made in 12 years of selling Medicare. The bonuses alone changed my income."
Marcus D.
"MagnoliaOS replaced three softwares I was paying for. My retention is up and my costs are down."
Alicia R.
"Contracts were done in days, not weeks. Support actually answers the phone."
Terrence W.
"The lead marketplace pricing is unreal. I finally stopped overpaying for calls."
Sandra P.
"I brought my whole downline over. Every one of them is writing more business."
Devin K.
"Training and community are top tier. I never feel like I'm doing this alone."
Rosa M.
"Best move I've made in 12 years of selling Medicare. The bonuses alone changed my income."
Marcus D.
"MagnoliaOS replaced three softwares I was paying for. My retention is up and my costs are down."
Alicia R.
"Contracts were done in days, not weeks. Support actually answers the phone."
Terrence W.
"The lead marketplace pricing is unreal. I finally stopped overpaying for calls."
Sandra P.
"I brought my whole downline over. Every one of them is writing more business."
Devin K.
"Training and community are top tier. I never feel like I'm doing this alone."
Rosa M.

The partnership

You don't just get software. You get a team behind you.

World-class training

Onboarding, carrier certifications and live coaching.

Real support

A back office that answers, plus contracting done for you.

A community

Hundreds of Magnolia agents sharing what's working now.

Book a Demo Call Today

Book a 30-minute call with our contracting team. No obligation, limited weekly slots.

Book a Demo Call Today

Questions & answers

The details agents ask about first.

We review your current contracts and licenses on the call, then send everything you need to get appointed. Most agents are contracted and writing business within 7–10 business days.

Not necessarily. Our contracting team reviews your existing agreements and releases, then maps a clean transition path that protects the clients you already serve.

We contract agents in most states. During your 1-on-1 we confirm your active licenses and match you to the right carrier appointments in every state you want to work.

You get access to a broad national carrier lineup across both Medicare and life, so you can recommend the right plan or policy instead of forcing one product on every client.

Yes. Dental, vision, hearing, hospital indemnity, final expense, annuities and more are all available, so you can round out every household and add revenue per client.

Yes. Carriers pay your commissions straight to you at top-level street or better. Magnolia never sits in the middle of your money, and you can track every dollar inside MagnoliaOS.

On top of your full commission, Magnolia pays a Year 1 marketing bonus per new enrollment plus a renewal bonus every year the client stays on the book. No production gates, no caps.

Our lead marketplace inside MagnoliaOS lets you buy inbound calls and data leads at preferred partner rates we negotiate with vendors — the same pricing our top producers use, with no minimum spend.

Absolutely. Bring your own leads, referrals or campaigns and plug them into MagnoliaOS. You can mix your own marketing with marketplace leads and track ROI on both in one place.

Yes. Magnolia owns MagnoliaOS outright, so every contracted agent gets the CRM, AI dialer, live policy tracking, retention automations, 2-way SMS, script training and compliance tools with no separate software bill.

Onboarding, carrier and product certification help, script training, and a support team you can reach when you are in front of a client — plus a community of hundreds of Magnolia agents.

Limited seats

Stop Waiting. Speak To Your Dream FMO Today.

Thirty minutes, one screen share. We'll walk your current comp, show you MagnoliaOS live, and give you the exact bonus schedule for your states.

Step 1 of 12

What day do you want your meeting to be?

30-minute group session. Video invite sent instantly.

No spam, no lead resale. Your information stays with Magnolia.

What our agents say

"Best move I've made in 12 years of selling Medicare. The bonuses alone changed my income."
Marcus D.
"MagnoliaOS replaced three softwares I was paying for. My retention is up and my costs are down."
Alicia R.
"Contracts were done in days, not weeks. Support actually answers the phone."
Terrence W.
"The lead marketplace pricing is unreal. I finally stopped overpaying for calls."
Sandra P.
"I brought my whole downline over. Every one of them is writing more business."
Devin K.
"Training and community are top tier. I never feel like I'm doing this alone."
Rosa M.
"Best move I've made in 12 years of selling Medicare. The bonuses alone changed my income."
Marcus D.
"MagnoliaOS replaced three softwares I was paying for. My retention is up and my costs are down."
Alicia R.
"Contracts were done in days, not weeks. Support actually answers the phone."
Terrence W.
"The lead marketplace pricing is unreal. I finally stopped overpaying for calls."
Sandra P.
"I brought my whole downline over. Every one of them is writing more business."
Devin K.
"Training and community are top tier. I never feel like I'm doing this alone."
Rosa M.