MedicarePRO CRM

Capture and store comprehensive client data, including policy details, contact information, healthcare providers, and prescription drug lists. This feature includes a predictive drug finder to simplify data entry and allows for document storage, ensuring all client information is centralized and secure.

Streamline the sales process with the online enrollment feature that integrates directly with platforms like SunFire. The CRM uses existing client data to pre-populate enrollment applications, reducing manual entry, minimizing errors, and allowing agents to finalize enrollments with just a plan selection and a signature.

Gain clear insight into your earnings with automated commission tracking and reporting. The platform includes a unique renewal chain calculator that visualizes how your pending business and existing renewals will impact your income over time, helping with financial forecasting and business planning.

This agency-focused feature provides managers with a real-time view of their downline sales pipeline and performance. Agency principals can define and automate commission override calculations for different agents and carriers, simplifying back-office financial administration and providing instant revenue insights.

Leverage powerful reporting tools to search and export your database on nearly any data point for targeted marketing campaigns. You can create and use auto-populated letter templates for specific client segments, helping to personalize communication and improve client retention efforts efficiently.