An agent selling Medicare products is only as good as the Medicare quoting tool they’re using.
Many Medicare prospects and enrollees purchase or stick with a plan for one huge reason: its price, otherwise known as its monthly premium or rate. With all the Medicare products on the market, it can be hard for agents to keep track of the rates for all their carriers and their different plans.
We’re looking at agents’ top options for fast and reliable Medicare quoting software and what makes them so special.
IntegrityCONNECT
Integrity’s powerful customer relationship management (CRM) system, IntegrityCONNECT, enables integrated Medicare Advantage and Part D plan quoting and enrollment straight from a client’s record.
Generate a health quote from any page within the Integrity platform.
You can also seamlessly run prescription and provider quotes to give your clients a closer cost estimate. Another perk? With IntegrityCONNECT, you can help clients face to face or virtually and email or text Scopes of Appointment and quotes.
Additionaly, the Quick Quote feature allows agents to work even faster, depending on the situation, and generate a health quote from any page within the Integrity platform!
Sign up for IntegrityCONNECT now to get started.
PlanEnroll
Integrity’s PlanEnroll platform makes the Medicare enrollment process simple. Your clients can quickly enter a zip code to compare top-rated plans in the area.
This consumer-facing Agent-personalized Website also enables those eligible for Medicare to learn about their coverage options, choose the type of product they would like to explore, and review their coverage on their own time and devices.
Your clients can simply enter a zip code to compare top-rated plans in the area.
With Medicare plan options available from many industry-leading insurance companies, your clients are sure to find the right product to fit their needs through PlanEnroll!
Agents can get their own PlanEnroll marketing site by completing the simple sign up for IntegrityCONNECT. This sign up unlocks access to Integrity’s technology platform.
Note: PlanEnroll should be used by consumers on their own devices. Have questions about when to use PlanEnroll vs. IntegrityCONNECT? Check out our IntegrityCONNECT & PlanEnroll FAQs
Market AdvisorTM
If you’re an agent selling Medicare Supplement plans, Market AdvisorTM (also referred to as CSG APP in IntegrityCONNECT) should be your go-to quoting tool.
Just like PlanEnroll, you can start using this quoting software by signing up for IntegrityCONNECT. Market AdvisorTM is powered by another esteemed Integrity partner, CSG Actuarial and enables quoting and comparison of Med Supps and even includes prescription drug and pharmacy search and save capabilities.
The Client Manager feature makes it possible to easily store client information and create manageable segments based on key demographics and current plan details.
You’ll be prepared to present the best Med Supp and ancillary product solutions to your clients.
With Market Edge targeted data, you can gain insight into how many Med Supps have been written in a specific area and how competitive a product is in a certain location to make informed market decisions.
All of these features can prepare you to present the best Med Supp and ancillary product solutions to your clients that are tailored to their specific needs and market area.
Cross-selling products with a Medicare Supplement plan is made easier since Market AdvisorTM also offers quoting of drug plans, final expense life, hospital indemnity, and senior dental. Using their Universal Comparison Tool, you can even compare these different products side by side to build the best coverage for your clients.
Watch this webinar recording to see Market AdvisorTM in action
We wholeheartedly believe these three quoting tools are the best Medicare quote engines available to insurance agents. With them, you can be sure you’re compliant and getting accurate results fast… and you can quote us on that.
Complete your quick and free registration with Ritter to unlock access to these tools and more!
Not affiliated with or endorsed by Medicare or any government agency.
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