MedicareCENTER
The best-in-class MedicareCENTER has more features than ever for agent success.
MedicareCENTER makes it easier and more intuitive for agents to quote, compare, manage scope of appointments, enroll and follow up with clients and leads compliantly in once central place, with one simple log in. Agent’s can utilize the CRM to manage clients from prospect to enrollment and beyond.
Top features of MedicareCENTER:
- MedicareCENTER’s learning tools offer agents sales guides, training documents, carrier sell sheets, and even CMS-compliant scripts that make phone sales simple.
- Agents can stop spending time searching the web for enrollment and quoting tools. MedicareCENTER has just one login and all the tools needed to best serve clients, all in one place.
- The robust quoting system in MedicareCENTER includes more than 30 carriers that offer direct enrollment, with a seamless process from the agent’s CRM contacts that saves client history for follow-up communications.
- Agents can start quotes right from CRM records, then save each quote record into a client’s history for follow-up communication on the path to enrollment.
- MedicareCENTER’s dashboard helps agents structure each day, from prioritizing appointments to scheduling lead follow-up reminders.
- The robust quoting system in MedicareCENTER includes more than 30 carriers that offer direct enrollment, with a seamless process from the agent’s CRM contacts that saves client history for follow-up communications.
- MedicareCENTER’s dashboard helps agents structure each day, from
- Get carrier-approved learning modules and product trainings right in the MedicareCENTER learning center, plus information about product offerings by carrier.
With MedicareCENTER, 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!
MedicareAPP
MedicareAPP is a multi-carrier quoting and enrolling tool.
- Click here to learn more about MedicareAPP
- User Guide
- MedicareAPP Resource Center on the Broker Portal
MedicareLINK
MedicareLINK is also a multi-carrier quoting and enrolling tool that will help save you time and make more money!
CSG
CSG is a tool with many facets including Med Supp quoting, Dental / Vision and others.
CRM with Integrated Quoting & Enrolling
Store all of you beneficiaries in one location. Track activity and status updates of your beneficiaries as well as the information. For this year’s AEP, agents will no longer need to jump between platforms via single sign on (like MedicareAPP – although that function is still available), instead they can move from the CRM straight into quoting and enrolling – simplifying the process and saving significant time.
Start a conversation with Plan Advisors to learn how to get access to MedicareCENTER and more!
Already a Plan Advisors broker? Register for MedicareCENTER.
