01
Founders still in the work
Jake Holgate and Kage Phelps co-founded the agency and still lead it. You join a licensed team that is present, not a distant call center.
Agent recruiting
Join a licensed team that stays close to the work.
The Dynasty Group is an independent health insurance agency. Agents here help people understand Medicare and health coverage, with the founders on the team and a toolkit built for this work.
- 20+ licensed agents
- Independent agency
- Evrcad toolkit
Why agents stay
A clean setup for serious client work.
02
One toolkit for the day
Agents work in Evrcad, a CRM designed for Medicare agencies. Leads, appointments, Scope of Appointment forms, and follow-up live in one place.
03
Clients, then the close
The work is personalized coverage reviews, enrollment help, and questions through the year — guidance that does not end at the signature.
How joining works
01
Reach out
Call or email and say you want to talk about joining the agency.
02
A conversation
We walk through how the agency works, who is on the team, and the tools agents use.
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Get started
If it is a fit, we help you get set up, including access to the agent toolkit.
Tell us you want in.
Call (385) 410-8243 or email info@thedynastygroup.com. Monday – Friday, 9:00 AM – 5:00 PM. Office in Washington, Utah.
Already on the team? Open the agent portal