What Are You Waiting For?
The affordable CRM
See why thousands of agents choose Search and Save as the affordable CRM solution to their life and health business!
Use as a stand alone CRM or Quote MA, MAPD, PDP, and Ancillary Medicare plans PLUS CRM!
We will never mine, sell or share your data with anyone, EVER.
We are HIPPA, SOC and PCI compliant.
Add agents, or admins with ease. Control your client lists and who in your office sees them.
| Features | Paid Subscription |
|---|---|
| Import or export using CSV or xlxs files | |
| Live support, and video tutorials | |
| Email workflow | |
| Add agents, share lists | |
| Incoming phone lines, audio recording, screen sharing, and ESOA | |
| Quote MAPD, MA, Med Sup, PDP and Ancillary | |
| Drug, Pharmacy and Facility Search |
We have a live support team to help you with all your questions about the system. Simply submit a ticket, send an email or give us a call and we’ll be happy to help. Don’t forget to check out all of our great tutorial videos, webinars, and demonstrations!
Our office hours are Monday – Friday 9am-5pm EST
What Are You Waiting For?
