Save time and produce more with MedicareCENTER. Manage your clients and prospects in the enhanced CRM. Purchase verified leads through LeadCENTER that is completely integrated with MedicareCENTER.Quickly quote, follow up and kickoff a Medicare Advantage or PDP enrollment based on client’s needs via text or email. Get Quote Medicare Supplements and enroll clients all within MedicareCENTER. Login to MedicareCENTER on any device. Compliantly record all your Medicare Advantage and PDP calls. Work on the go with the mobile app. The features are endless. In order to get FREE access to MedicareCENTER you must be a contracted agent with us.
Your Personal Agent Website allows your clients to shop and enroll on our consumer-facing website, MedicareEnroll.com. When clients use your personalized link, they will see your contact information. They’ll be able to shop, compare and enroll in the plans you’re appointed to sell — and you’ll get the commission!
Find your Personal Agent Website link in your MedicareCENTER Account and share it in your marketing materials.
Custom plan comparisons from MedicareCENTER. Save time every step of the way by jumping straight from a client activity log or provider preference into a quote or SOA.
Call recording capabilities include:??
Seamlessly recording all your inbound and outbound client calls. Easily link calls to both new and existing client contact records. Store your recordings automatically and securely for the full 10-year period required by CMS. Download calls anytime, from wherever you're working - including on the mobile app.
Say goodbye to separate logins. Just one
universal login gives you access to the quoting and enrollment platforms you need. Register and link your account to all the tools within MedicareCENTER.
Manage clients electronically, on any device at anytime. Track all your clients regardless of enrollment or quoting system. Easily batch import clients or create a new client on the fly with just an e-mail address or phone number. Plan communications and next steps to follow up with your clients.
Set up lead campaigns and enable real-time lead acquisition through data or call leads. With the flip of a switch, toggle your status to “online” to begin receiving your leads. Or use the lead mapping feature to find and purchase leads anywhere in the country, county by county. Choose from Internet, Direct Mail and Social Media leads, then purchase leads with just a few clicks.
Learn tips and industry best practices. Get
access to guides and support to make using MedicareCENTER easy and intuitive. Get the latest carrier insights on products and requirements. Learn sales tips and ways to grow your business.
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