Enhanced CRM with Dynamic Tagging:

Client database (CRM) allows you to manage clients on any device and anytime!

• Track all your clients and leads regardless of quoting or enrollment system.
• Manually add or batch import clients. You just need an e-mail address or phone number.
• Dynamic tagging allows you to filter and sort clients and leads by plan type, recommendations, stage, reminders, or tags with an option to create a custom tag.
• Quote and send Scope of Appointment (SOA) directly from CRM.

Back to top

Quoting & Enrollment:

Quote and enroll clients directly from the CRM system provided by MedicareCENTER.

• Quote and compare Medicare Supplement plans.
• Quote, compare and enroll Medicare MAPD/PDP plans.
• Add providers (physicians), prescription drugs, or pharmacies to validate quote costs.
• Plans can be compared to their current health plan and sorted by the client's overall costs.
• Electronically share secure quotes with clients, including a Summary of Benefits, Enrollment application, and Star Ratings.

Back to top

Call Recording:

MedicareCENTER's call recording solution makes it easy to stay CMS-compliant and is entirely FREE! MedicareCENTER assigns a unique phone number linked to the agent's preferred business phone number to enable automatic call recording!

Call recording capabilities include:

• Record all your inbound and outbound client calls.  Calls can be linked to both new and existing client contact records.
• The call recording solution includes call scripts, allows call notes, and automatically connects to your client's record.
• All client communications via your MedicareCENTER personalized phone number will automatically be tracked, recorded, and securely saved for ten years to the client record for future retrieval for the entire 10-year period required by CMS.
• Download calls anytime and from wherever you're working!

Back to top

Personal Website:

MedicareCENTER provides all agents with a free personalized website (PURL).

• Share your PURL in marketing materials to allow clients direct access to your portal.
• PURL allows agents to educate their clients about Medicare.
• Clients using your PURL will see your contact information, including your MedicareCENTER phone number.
• Clients can shop, compare, and enroll online, and you receive the commission.

Back to top

LeadCENTER:

LeadCENTER makes everything about lead management easier: fast, cost-effective acquisition and efficient management — all in one place! The lead platform is fully integrated with MedicareCENTER making it easy for agents to grow their business.

• The mapping feature makes it easy to find quality leads anywhere in the country using the county-based heatmap to find and order new leads.
• LeadCENTER allows you to schedule and receive real-time leads based on your availability. 

Back to top

We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.