Edit My Listing

How to Edit Your Listing on Medicare Shepherd

 

What's in the Agent Dashboard? Agents Can Do More than Just Edit Their Listing

Welcome to your Medicare Shepherd Agent Dashboard—your all-in-one platform designed to help you grow, connect, and succeed. From updating your professional profile to tracking your performance and outreach, every tool here is built with independent Medicare agents like you in mind.

 

Keep Your Profile Up to Date

Name: Add titles or use a preferred name (e.g., Steve vs. Steven) to personalize your profile.

Contact Information: Keep your phone number, email, and city/ZIP current so clients can easily reach you.

Website Link: Boost your online visibility with a link to your website—great for SEO and credibility.

Agent Bio: Tell your story. Share your background, experience, and what sets you apart.

Profile Photo: A great photo builds trust. Upload a clear, friendly image to make a strong first impression.

Social Media: Add links to your LinkedIn, Facebook, Instagram, or YouTube to expand your digital presence.

Lines of Business: Select the insurance products you offer to help seniors understand how you can serve them best:
Medicare Advantage, Medicare Supplement, Prescription Drug Plans, Dental, Vision, Hearing, Individual/Family Plans, Group Benefits, Life Insurance, Final Expense, Critical Illness, Long-Term Care, Short-Term Care, Disability, Hospital Indemnity, Annuities.

Video Introduction: Embed a YouTube video to let seniors get to know you before they reach out.

 

Choose Where You Want to Be Found

Licensed States: Display where you're licensed so you’re visible to clients in the right areas.

Service Radius: Prefer to work locally? Set a custom mile radius to focus your outreach.

 

Maximize Your Reach & Track Your Growth

Marketing Badges: Show off your credentials with a Medicare Shepherd badge—great for your site or email signature.

City Rankings: See how you rank in nearby cities and ZIP codes where you’re licensed.

Submit Guest Articles: Publish helpful articles for seniors to gain exposure and backlinks—at no cost.

 

Stay in Control of Communication

Communication Preferences: Choose how and when you’re notified—opt in for text alerts when someone contacts you.

Exclusive Leads Opt-In: Receive one-on-one opportunities sent only to you by text or email (opt-in required).

Claimable Leads Opt-In: Be the first to claim shared leads sent to a group of agents. Fastest responder gets the details.

Contact Management: View and manage your lead history. Stay organized and follow up effectively.

 

Billing Made Simple

Payment Methods: Update your payment info anytime with ease.

Billing History: Access your full transaction history with downloadable PDF receipts—ideal for reimbursement by FMOs, uplines, or carriers.

 

Tips for Success on Medicare Shepherd

  • Keep your Licensed States and Lines of Business updated to reach the right audience.

  • Check your Communication Preferences regularly so you never miss a lead.

  • Use your badge to build trust and strengthen your online reputation.

 

Need help? We’re just an email away—your success is our mission. Contact us at: info@mylifeshepherd.com