Frequently Asked Questions

Medicare Book Exchange is an online marketplace designed to securely and efficiently connect Medicare brokers who want to sell or divest their book of business with other brokers looking to buy and expand their operations.

We bring liquidity and transparency to a currently fragmented and often opaque market. Our platform streamlines the process, provides necessary tools and credibility, and facilitates seamless transactions for strategic growth and transition planning across the Medicare industry.

No. We are not a lead generation service. We facilitate the sale of established books of business, meaning buyers acquire existing client relationships and recurring revenue streams, instantly boosting their market presence.

For the seller: we charge a one-time listing fee to list your book and a success fee (a percentage of the final sale price) that you only pay when your book sells. For the buyer: see our Pricing page for details and current rates.

Brokers looking to exit or divest part of their business can list their book directly on our secure online platform.

We provide specialized tools to help you accurately value your book, anonymize sensitive client data initially for privacy, and present your asset attractively to serious potential buyers.

No personal client data is ever uploaded or listed on our platform. To maintain absolute privacy, books are presented using non-identifying metrics only, such as the total number of clients and the products (plan types) they are enrolled in. We strongly recommend that brokers do not share any personal or client-identifying data until the transaction is officially complete and all necessary agreements are in place. When verifying earnings, commission statements can be shared with client-specific information blacked out or removed to show only the required commission details.

We offer a clean, efficient way to monetize years of hard work without the headache of finding individual buyers, negotiating complex terms alone, or navigating cumbersome legalities. We simplify your graceful exit strategy.

Buyers eager to scale can browse a curated selection of vetted opportunities listed on our platform.

You can efficiently filter listings to find books that meet your strategic goals, including filtering by location, book size, client demographics, plan mix, and more.

You are acquiring an established asset base. This means you gain established client relationships and predictable, recurring revenue streams, instantly accelerating your agency's scale and market density.

We facilitate the introduction between the prospective buyer and seller. The first step involves executing a Non-Disclosure Agreement (NDA) to ensure the strict protection and confidentiality of all parties and information exchanged. Once the NDA is secured, both parties commence the negotiation phase. Upon final agreement, a formal contract is signed. We strongly advise all users to seek independent legal counsel for review. Following the finalization of the deal, the buyer typically places the agreed-upon funds into a secure escrow account within our platform. The escrow account is handled by Escrow.com, a reliable and trustworthy company. These funds are released to the seller only after all transition and transfer requirements, which vary by carrier, are fully completed by both parties. For a step-by-step walkthrough, see our full escrow guide and FAQ.

We have a dedicated walkthrough that covers the entire process — from offer to closing — along with answers to the most common escrow questions (disputes, fees, fund protection, and more). Visit our Escrow Guide & FAQ for the full breakdown.