2022, Broker Support, MedicareCENTER
Use Reminders in MedicareCENTER to help you build client relationships!
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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.
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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:
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- 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!
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Reminders are a great way to build strong client relationships and stay on top of your book of business!
Download our tip sheet on Reminders in MedicareCENTER.
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Visit our website for more MedicareCENTER Tools, Tips & Support!
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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!
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Thank you,
The GarityAdvantage Team
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GarityAdvantage Agencies
800-234-9488
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