We’re a rapidly growing organization that has partnered with a Jack Schroeder and Associates (JSA), a National Marketing Organization (NMO) that thrives on helping independent agents and agencies grow their business to unprecedented levels. We’re here to partner with you and your agency no matter how large or small – Whether it be helping you service your clients, expanding into new areas or maintaining a competitive portfolio; our dedicated leadership team is here for you. We look at our agent partners as part of our family, not just a number.

Our organization is based in Palm Springs, CA and we hold licenses in multiple states. With us, you have a voice. We believe in a proactive environment, not reactive; this means we provide mentorship and support.

Marketing Team
Why call the carrier when you have access to our Marketing Team? Have a conversation with one of our unbiased team members to determine which product may be the better fit for your portfolio and your clients in an ever-changing marketplace. Additionally, you can rely on us to help with sales, support, commissions and contracting so you can focus on doing what you do best.
Account Managers
How do you plan to reach your sales goals? Exclusive to our agent and agency partners, our Account Managers will work with you to develop a marketing plan, connect with local carrier contacts, and utilize industry best-practices to bring your business to the next level.
Contracting Team
Our team wants to make the onboarding process for each and every carrier as simple as possible. To do this, we have a dedicated Licensing Department to help properly execute your contracts with each of the carriers in-good-order. Most contracting can now be done electronically; essentially cutting down on paperwork, processing time and errors to allow you to service your clients in a timely manner.
Certifications & Trainings
Knowledge is key. Our partners at JSA brings to you regular online and in-person training sessions to keep you up to speed on many topics including Medicare, Low Income Subsidy, Dual Special Needs Plans, Final Expense, Ancillary Products, Long Term Care and other hot-button issues. These are all in addition to our carrier specific trainings. If you ever feel you need that one-on-one, we can accommodate that as well.
Compliance doesn’t have to mean “business prevention”- our Compliance Team is all about helping you thrive in the industry! By assisting our partners to understand the CMS and carrier requirements and review of agent-created marketing pieces, our team is known for helping agents grow their business compliantly. We’ll keep you up-to-date with changes in the industry, sales force oversight and sales/educational event requirements too.
Advertising Materials
Brand yourself with our pre-approved customizable marketing materials. If you need something custom-made we can assist with that as well.
Boomers this Hour
Boomers Today
Boomers This Month
Boomers This Year
Deania T
Independent Insurance Broker

When I wasn’t getting the support I needed from my prior upline – I reached out to Jeremy and his team. They’ve been my one-stop shop for my years now. Hand down, the best!

Alexis M
Independent Insurance Broker

It’s easy to bring the product, it’s hard to bring this level of support and service. That’s what MyMedicareFMO.us does. They do it consistently every year – they bring me so much value!

Austin Thompson
Independent Agency Owner

First class organization. If you are an independent agent get with them! The CRM system they offer is the best in the industry and they are always adding new technology.

View More: http://lauralynnpics.pass.us/coldwell-yucca
Ron K
Independent Insurance Broker

The Proctor Insurance team has been nothing but amazing. My business has grown so much over the years.  The support and technology they bring to the table is top-notch!

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Jeremy Proctor
President & CEO
Mellisa Williams
Vice President of Agent Relations

Be your own CEO with the support of Bill Proctor & Associates. Join a family oriented team of agents to help consumers live happier lives – by providing the knowledge and resources to help them live happier and healthier lives.

You’ll find dynamic opportunities to help your business grow and develop with access to marketing, direct mail, training and support. Our organization has been built on honestly and leadership – we strive to be your partner and give you a distinctive experience and growth opportunities. You set the pace – full time, part time. You are in control of your destiny and we’re here to support you in that journey. Build a residual income, get paid year after year as you grow!

Why Should You Work with Us:

  • You fully own your book of business – 100 %
  • Commissions paid directly by insurance carriers
  • Growing Industry
  • Sales Support – We offer coaching, training, communications and marketing to support our business and long-term goals
  • Unlimited Earning Potential – You’re in control!
  • Flexible Schedule – You Choose!


  • Motivated Professional looking for a long-term career. This is not get rich quick…it takes time, but offers unlimited opportunities
  • Self starter and able to work within a driven and family oriented team
  • Compassionate individual with a drive to help the senior and disabled population – make educated decisions about their healthcare.
  • Ethical behavior and Integrity is required
  • Dedication to learning all aspects of Medicare and the CMS compliance standards.
  • Active State of California Insurance License (Life & Health) or willingness to obtain a license within 30 days of contracting offer.
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