Find out more about the latest feature enhancement!
{$firstName!”Agent”},
With the latest MedicareCENTER Mobile App update, you now have the unique opportunity to seamlessly record and store in-person conversations with your clients — an extra perk you can choose to use when and where you want!
You can use In-Person Recording on the MedicareCENTER Mobile App to:
Record, store and download your meetings
Review your client information for accuracy
Protect yourself with a documented record of the conversation
Capture information from clients with complex health needs for later reference
Follow up with ways to better meet clients’ needs
Identify improvements you can make to your sales process
As a reminder, recording in-person meetings is not required by CMS. This advanced feature has been provided purely as an extra benefit available for you use at your discretion. Make sure you’ve updated to the latest version to access this new capability!
Start using the powerful and FREE solutions MedicareCENTER offers today! Visit our website for more MedicareCENTER Tools, Tips & Support!
MedicareCENTER is FREE & offers powerful, easy-to-use solutions!
Congratulations on a successful AEP! We are grateful for all you have done to serve so many clients, and the important guidance you have provided to them during this decision-making time. As you already know, the best client relationships are those you nurture throughout the year — so make sure you’re using the best technology to make serving your clients easier than ever!
MedicareCENTER and the on-the-go convenience of the MedicareCENTER Mobile App offer:
CRM with Integrated Quote & eApp to build your book of business
Call Recording for CMS compliance
CRM Tags to prioritize client actions
Personal Agent Websites
Lead Integration with LeadCENTER
Notes & Reminders to keep you organized
And more, all for FREE!
Download the PDF for a feature highlight of this powerful technology.
Discover why thousands of agents have made the switch to MedicareCENTER and the MedicareCENTER Mobile App to help build their business year-round. It’s FREE and easy to use, helping you to produce more and serve clients even better. Log in today!
Integration with Google and Apple Maps is now available through MedicareCENTER’s Mobile App!
{$firstName!”Agent”},
The MedicareCENTER Mobile App is now integrated with Google and Apple Maps, making it easier for you to:
Get directions right to a Contacts’ addresses using your phone’s navigation app
Plan travel and efficiently manage time between appointments
Serve more clients to grow your business
Simply click on a Contact’s address in their profile, and the route to their home will come up in either the Apple Maps or Google Maps app (your choice) — making it easy for you to navigate to your next appointment!
This is a mobile-exclusive feature, so be sure you have the MedicareCENTER Mobile App downloaded and that you’ve updated to the latest version to access this helpful new enhancement!
MedicareCENTER and the MedicareCENTER Mobile App is built for agents just like you. This FREE CRM platform with easy and instant quoting and enrollment is simple to use so you can produce even more — during AEP and all year round!
Log in and start using Reminders to connect with your clients today!
Use Reminders in MedicareCENTER to help you build client relationships!
Follow up is crucial during your sales process and helps you create trust while serving clients better. Connecting with your clients at key moments can help you add a personal touch as you grow your business year-round.
MedicareCENTER’s Reminder feature helps you do just that! Use Reminders to track important dates and client information so you never miss an opportunity to better serve your customers. They’re FREE, helpful and easy to use! Here’s how:
Click “Contacts” in the navigation bar.
Click the bell icon to add a Reminder for any client from your main Contacts list.
Additional Reminders may be added, edited or completed from a client detail view.
Get ready to make follow-up calls by filtering from the contacts list by upcoming or overdue reminders.
Reminder examples: pre-enrollment check-in, post-enrollment follow up, birthdays, send SOA and more!
Reminders are a great way to build strong client relationships and stay on top of your book of business!
MedicareCENTER and the MedicareCENTER Mobile App is built for agents just like you. This FREE CRM platform with easy and instant quoting and enrollment is simple to use so you can produce even more — during AEP and all year round!
Log in and start using Reminders to connect with your clients today!
