Build your book of business
Medicare Sales Engine is our innovative Customer Relationship Management System. It is your essential tool for sales success, here are just a few of its features:
- Receive new Lead information via text or email
- Store Lead and client phone numbers and contact them through your individual 800 number
- Track leads in real time
- At-a-glance Lead temperature display
- Track your commissions and project your potential commissions
- Document your interactions with each Lead and customer with Notes
- Sync appointments to Google Calendar
- Multi-platform support
- Video tutorials and on-call support are always available for training and to answer questions
- Store copies of your licenses, E&O so you know when it is time to renew
- View all of the documents you might need for each carrier you contract with