Our Lead System makes it so you can order your leads through an OPT CRM System provided to you from one of the Integrity Group Partners. Turning age 65 Leads, Final Expense Leads, Medicare Advantage Leads, and more. Ask for the Power Point that explains the process of paying for leads by the lead and then INS provides lead co-op support where we share part of the cost.
Prospecting Data File (CRM) included with the OPT System. Allows you to view your leads, work them, convert to a prospect all in the same system. Order more leads, purchase inventory leads at a huge discount and more.
We have a super 2021 Medicare Selling System in Place. Our Team is ready to get the information in front of you and then train you each step of the way. With COVID and the new leadership in D.C we want our producing agents prepared for anything and everything. Here is the Turnkey Selling System we have available for you. If you are interested give us a call.
Step #1: Lead System you can order your leads through an OPT CRM System provided to you from one of the Integrity Group Partners. Turning age 65 Leads, Final Expense Leads, Medicare Advantage Leads, and more. Ask for the Power Point that explains the process of paying for leads by the lead and then INS provides lead co-op support where we share part of the cost.
Step #2: Prospecting Data File (CRM) included with the OPT System. Allows you to view your leads, work them, convert to a prospect all in the same system. Order more leads, purchase inventory leads at a huge discount and more.
Step #3: Provide MAPD Member Data File: Makes you an instant Medicare Authority. We can’t tell folks who has the best or worst MAPD Plan but we can tell them who has the most popular plan in a county based on Membership Numbers. Anywhere in the USA. A great Sales Tool
Step #4: CSG Quote System: Quotes for Medicare Supplements, Final Expense, Hospital Indemnity Plans, MAPD/PDP
Step #5: Website presence designed for you: Become a part of the Insurance Consumer Benefits Team and create an instant presence as a Medicare Agent
Step #6: Medicare Center Enrollment Platform: One link to electronically enroll with all the major carriers for MAPD or PDP. Text Signature Available.
Step #7: Smilebox – DON’T LOSE YOUR CLIENTS. Keep your clients and future clients in mind for $12.95 a month. Send them a Medicare Reminder, Birthday card, Holiday card and much more. Let them know that you are thinking of them. This can be sent via email or text message.
We are available to review and train you on any of the Steps. Give us a call if you would like more details on any of the steps to a successful 2021!