Simplify Your Medicare Sales
Broker Connect is a comprehensive, easy to use tool that will revolutionize the way you sell Medicare by enabling you to quote, enroll, and manage your book of business all in one place! Between changes with Medicare.gov and the challenges associated with COVID-19, we knew our brokers needed a better tool for the AEP season and beyond.
Top features of Broker Connect:
- Accurate, user-friendly Rx formulary analysis
- Archive drug search results for future reference and use to pre-populate enrollment fields
- In-Person, text, or email our Proprietary Electronic Scope (Web SOA) with custom profile pic and logo uploading feature
- Quote and enroll ALL carriers on one platform
- Present professional-looking, side-by-side proposals
- Pre-populate all enrollment fields for easy client acceptance experience
- Choose from in-person digital sig, text, or email enrollment links
- Proof of submission on all carrier enrollments as a truth source
- Receive your own consumer-facing link that allows beneficiaries to shop, compare, and enroll, making you the Broker of Record
- All data integrates with our ProducerMax CRM
With Broker Connect, you can streamline and maximize the way you sell Medicare and serve beneficiaries.
And the best part? Plan Advisors brokers have exclusive, FREE access to this tool!
Start a conversation with Plan Advisors to learn how to get access to Broker Connect and more!
Already a Plan Advisors broker? Register for Broker Connect.