I met Mary from Cincinnati recently and she was interested in learning more about our Search and Save Medicare / ACA system with CRM. She was new to Medicare and was just about to start her third year in the business.
As we spoke, she told me she was using Connecture & Sunfire for her Medicare
quoting, Agencybloc for her CRM, Retireflo for her questionnaire, RingCentral for her audio recording and storage and Zoom for her screen share recording and storage. I told her about how Search & Save is an all-in-one platform and that she would not have to switch around to use so many other platforms if she used us. I then told her our cost was $35 per month for a single user and included all the tools she was paying for currently.
After a week, Mary reached out to me to schedule a demonstration of the system. As we visited, she started telling me the monthly cost of each of the tools she was paying for.
She told me she put pencil to paper, and it was $5100 per year. $425 per month!
She said “it’s a no brainer” when you do the cost comparison for what you get at $35 per month!
Also, she really liked that we do not mine, sell, or share data with anyone and that we are secure being HIPAA, SOC2, and PCI compliant.
She also liked that we do not have year long contract commitments.
It is said that it is not how much you make but how much you save that is important.
Have you put pencil to paper and added up your system cost?
CRM?
Electronic questionnaires / forms?
Audio recording and storage?
Screenshare recording and storage?
If you do, look at what you could be saving by using Search & Save.
Use this link to schedule a one-on-one system demonstration.
Search & Save demonstration scheduling link30-day free trial with no credit card needed
Free one-on-one set up and importing of your data.
