Your agency’s future isn’t sold. It’s recruited.
Southwestern Platform Services, a division of North American Insurance Services, powers health insurance distribution with the technology, infrastructure, and operational support needed to recruit, activate, and scale high-performing agencies and partners.
Why this platform exists
Recruiting is the growth strategy. Technology just makes it work.
GROWTH
The Medicare agencies that dominate the next decade won’t simply sell more policies, they’ll build larger, stronger downline distribution. Our recruiting platform helps agencies consistently attract, onboard, train, and activate new producing agents, while AI systems help manage and maximize the value of the entire book.
DISTRIBUTION
We provide a complete recruiting engine built to scale a downline: recruiting campaigns, automation, onboarding systems, training workflows, and activation strategies, combined with AI that helps manage members more efficiently and profitably.
SURVIVAL
As the health insurance market gets more competitive and operationally complex, agencies that stop recruiting and developing new agents will struggle to grow. Our platform pairs proven recruiting infrastructure with AI-enabled operations.
One platform. The entire lifecycle, on one ledger.
Six steps from assessment to ongoing optimization.
1. Distribution assessment
We learn about your organization, current distribution model, recruiting goals, existing systems, operational challenges, and growth priorities.
2. Technology & Platform Strategy
Our team identifies the components of recruiting, technology, training, integration, and support needed for you.
3. Recruiting + activation launch
Recruiting campaigns and agent activation processes launch according to the agreed-upon strategy.
4. Training + enablement
Internal teams and participating agents receive the training, resources, and guidance needed to use the platform effectively.
5. Data, Reporting & Performance Analytics
Actionable reporting and metrics to track growth and distribution performance.
6. Commission & Payroll
Accurate commission processing, reconciliation, and agent payments.
Build a stronger downline.
Without having to assemble separate recruiting, onboarding, training, technology, and support systems.
Strengthen product distribution.
By connecting carrier opportunities with organized, supported, and performance-focused agent networks.
A customized infrastructure.
Connecting recruiting, technology, operations, and performance management around your organization’s growth objectives.
From disconnected processes to coordinated growth.
WITHOUT AN INTEGRATED PLATFORM
WITH SOUTHWESTERN PLATFORM SERVICES
Meet the President, Mark Morrison
As President of Southwestern Platform Services, a division of North American Insurance Services, Mark Morrison leads the company’s strategy to help health insurance organizations recruit, activate, and scale high-performing distribution. Mark has played a key role in expanding national distribution networks and building the infrastructure needed to support sustainable growth.
Under his leadership, Southwestern Platform Services combines advanced recruiting systems, AI-enabled technology, and operational support to help agencies and strategic partners grow more efficiently, strengthen agent performance, and compete in an increasingly complex market.
Start Building a Stronger Downline
Unlock your full potential with our cutting-edge solutions. We empower businesses of all sizes to achieve their goals through innovative technology and unparalleled support.
