Join Capstone Health

//Build Your Book

Built by a High-Producing Medicare Agent
Not Just a Recruiter

Capstone Health isn’t built on theory - it’s built on real production. Our agency writes hundreds of policies every year, and our principal remains an active, high-producing Medicare agent in the field.

Many agencies are built around recruiting not production! They offer contracts to anyone, but don’t invest in helping agents actually succeed. We take a different approach. We’re selective with who we work with because we’re committed to teaching what works: how to build relationships, write consistent business, and create a book you actually own.

The market has changed. What worked five or ten years ago doesn’t work today. We don’t rely on outdated scripts or recycled training. We teach what’s working right now,; through real client conversations, physician relationships, and proven systems designed for long-term growth.

Awesome Image

We Don’t Work With Everyone. That’s the Point.

Capstone is built for a specific kind of agent. If you see yourself below, we should talk.

The Experienced Producer: You’ve been writing Medicare for years. You know the product, you know the market, but your current setup isn’t giving you the systems, support, or upside you’ve earned. You’re not starting over – you’re leveling up.

 

The Agent Making the Move: Maybe you’ve been captive – you know the business, but you’ve seen it from one angle. You’ve been chasing quotas and building someone else’s book. That changes here.

Going independent is exciting and terrifying at the same time – we get it. We’ll help you develop skills you didn’t know you were missing and build a book you actually own.

For the right candidate, we offer structured transition support to bridge the gap while you build your book. Let’s have that conversation.

 

The Hungry Newcomer: No Medicare experience yet, but you treat this like a real business from day one. You’re coachable, motivated, and looking for the right foundation – not just a license and a handshake.

 

If you’re looking for a contract with no support behind it, there are plenty of agencies for that. If you want real systems, real coaching, and a team that’s actually in the field doing what they teach – you’re in the right place.

  • All Type
  • Lead Generation & Digital Visibility
  • Leadership & Strategic Direction
  • Technology & Operational Infrastructure
  • Growth, Investment & Expansion
//Real Support

Most Fail Due to Lack of Support

Personal Membership & Growth

Join Capstone Health for proven strategies and practical coaching from seasoned field producers who’ve built lasting success. Our focus is one equipping you with the tools and insight that helped ...

Strategic Referral Partnerships

Gain access to exclusive partnerships with local doctors, pharmacies, P&C Agencies and more; an ecosystem designed to help you grow faster with better retention. Buying leads can work but getting ...

Own Your Success & Growth

At Capstone Health, you run your own business on your terms with no caps on growth. With our support, you take ownership, build your book, and achieve the success you ...

Why Agents Choose Capstone Health

We focus on field training, marketing infrastructure, and long-term growth; not just contracts.

What CRM & Sales Platform Do You Use?

We use the Spark platform; a Medicare-focused CRM and enrollment system built specifically for health insurance agents. It supports your entire sales process from lead capture to enrollment and long-term retention.

Unlike generic CRMs, our platform is built specifically for Medicare agents — combining enrollment, compliance, client management, and retention tools in one system.  Learn more about Spark’s broker platform here

Built-In Marketing Infrastructure

You don’t have to build your brand from scratch.

//Technology

Tech Stacks that Real Agents Use

Medicare Focused CRM

Our Medicare-Focused CRM, powered by Spark, streamlines client management from lead to enrollment. Built with agents in mind: automated reminders, client notes, and Medicare plan integration; it allows you to ...

Seamless Enrollment Integrations

With Sunfire integrated to your CRM, you get a smooth enrollment experience! Everything from sending out SOAs, offering plan comparisons, and completing electronic enrollments; all in one place. This ensures ...

Effortless Commission Tracking

Track your commissions with ease. Our integrated tools let you see exactly what you’ve earned, what’s upcoming and any missed commissions.  You’ll have full transparency, so you can focus on ...

//Why Choose us

Why Agents Choose Capstone Health

  • Physician Relationships

    One of our core strengths! Learn how to get Referrals from Physicians.

  • CRM Built for Medicare

    CRM with AI and Sunfire integrations means more enrollments with better retention.

  • Commission Tracking

    Having so many clients that you don't know your renewals should be is a good problem to have, we have a solution from AgencyComp.

  • Automations & AI

    It's 2026, if you're not using AI and/or automations; you're behind your competition.

Is Capstone the Right Fit for You?

Capstone is designed for agents who are committed to building real production, operating with structure, and growing a long-term business; not just writing occasional policies.

Our platform works best for agents who want accountability, opportunity, and growth – with support behind them.

Professional Standards

Production Mindset

Growth Ambition

//Agency Principal

Real Support to Grow Your Agency

Scalable Tech Solutions

All the advanced tech we offer – like our CRM, enrollment platform, and commission tracking – can be fully white-labeled for your subagency, giving you a branded, professional system that ...

Strategic Agent Recruitment Support

We provide the tools and support you need to strategically recruit and onboard top agents. From branded recruitment materials to streamlined onboarding workflows, we help you build  a dynamic, scalable ...

Competitive Overrides and Co-Op

We offer a generous, transparent override structure, along with co-op marketing funds to fuel your agency’s growth. As you succeed, we succeed; ensuring that your expansion is built on a ...

If you already operate your own agency and are looking for stronger support (systems to sales), improved structure, and transparent override alignment; let’s have a conversation.

Capstone partners with select principals who want real systems, backend support, and strategic growth without losing control of their book.

Contact Capstone Health

Telephone

727-339-0456

Time Schedule

Office Time

Mon - Fri: 9:00 - 5:00

Florida Medicare Agent Careers