Medicare CRM - Sales, Marketing, Management

Standard Features

  • Multi-Business Line Support
  • Event / Seminar and Venue Management
  • RSVP Integration
  • Marketing Campaign Management
  • Lead History and Tracking
  • Service Area Management
  • Role Based User Management
  • Sales Agency Management
  • Phone Script Management
  • Broker Management
  • Internal / External Call Center Integration
  • Real-Time Reporting
  • Sales "Rep of the Day"
  • Sales Performance Scoreboard
  • Click to Call for Agent / Lead interactions
  • Automatic Lead Distribution
  • Calendars
  • Reminders
  • Internal Messaging & Communication
  • CMS Reporting

Standard User Roles

  • CRM Administrator
  • Enterprise Manager
  • Company Manager
  • Compliance
  • Broker Manager
  • Broker
  • Agent Manager
  • Agent
  • Customer Service Manager
  • Customer Service Rep
  • External Customer Service Manager
  • External Customer Service Rep
  • Administrative Assistant
  • Tele-App Manager
  • Tele-App Agent