Technology is the key to working smarter!
We provide platforms to make your job easier so you can focus on assisting your clients and growing your business. Our agents receive the most advanced quoting and enrollment system in the industry, a personalized agent portal and website, dynamic CRM, and cutting-edge AI… all at no cost to you!
This unmatched resource does it all! It’s your one-stop sales and marketing spot!
- Quote & Enroll clients in any market quickly & compliantly
- Compare Plans & Formularies with up-to-the-minute data
- eApp allows you to close last-minute enrollments
- Scope of Appointment collected via email, voice or paper and stored for 10+ years
- Record Calls as required by CMS while compliantly serving clients
- Dynamic CRM captures all client info including plan data, prescriptions & appointment notes
- Automated Marketing keeps you connected to your clients & prospects
- Dashboard, Tasks & Reminders help you stay organized
- Exclusive Benefits & Discounts save you money on office supplies and everyday items
This Agency Admin Tool helps agencies manage their downline agents with enhanced insights & actionable data!
- Agency Switch: Easily toggle between your agent & agency profiles
- Dashboard: Provides a complete view of your downline
- Production: Tracks agent sales & application statuses
- Agent Management: Shows your downline’s contracts & selling permissions
First-in-the-industry AI powered digital assistant!
- Access client information synopses
- Receive in-the-moment AI prompts to help you find the right plan for your client
- Easily reviews client notes and provides summaries on-the-go
Personalized portal provides 24/7 access to what you need to succeed!
- Carrier Portals
- Sales Resources
- Marketing Templates
- Compliance Guidelines & Tips
- Technology Platform Links & Trainings
- Contracting Guidance (E&O, Licensing, CE Credits)
Quality leads collected by the nation’s most-respected advertising agency!
- Quickly Search Leads by Type & Price
- Exclusive & Shared Leads Available
- Real-time & Aged Lead types
- Medicare & Life Insurance Leads
- Easy to Identify Leads by Map Location
Proprietary & exclusive consumer-facing website!
- Personal Agent Website, Email & Phone Number
- Agents receive their own branded communication tools allowing prospects to learn more about you and your services.
- Self-Guided Customer Quote & Enroll
- Current and potential members can run quotes and enroll themselves using your site. All applications are connected to your writing numbers, ensuring you receive commissions.
- Member Retention
- Members can create personal profiles to share their doctors, prescriptions, pharmacies and more.
Provides Medicare leads on-demand in a compliant easy-to-use format!
- Phone and Desktop Application
- Names, DOBs & Addresses Available
- Sort by Distance
- Filter by Date Range
- Powerful Quoting Engine Included