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We only Quote MAPD, PDP, MA, Med Sup and Ancillary.
Yes, you can import your client lists using an excel file, or CSV file.
Yes. We have an Electronic Scope of Appointment that comes with the system. We use Document locker to keep track of the clients
We get our Medicare Advantage, drug and pharmacy data from Connecture DRX. For Med sup, ancillary & ESOA system we use CSJ. For our state of the art provider & facility search with data from the carriers servers we use Zelis.
Yes, we provide an agent portal link to the carriers online enrollment platform, this will ensure accuracy, efficiency and compliance.
Our most popular add-on, the PURL is a ground breaking AI tech which gathers or updates your clients information for you, enters it into the system, creates or updates the clients profile, and even runs the quote for you. It will even notify you when its done by text, email and system alert. We also offer incoming and outgoing phone lines with unlimited recording/storage, and we are integrated with Gohighlevel marketing platform.
No. We do not currently do commission tracking. This may be something we develop in the future! Stay tuned!
Our Customer Service team is here to help! We offer in house support to all of subscribers right here in the USA.
Our Offices are open Monday to Friday from 9am to 5pm Eastern Standard Time.
