MedicarePRO CRM Reviews

Pros

They understand what insurance agents selling Medicare need and being based in the USA means they're easy to reach by phone. They know the system and have it figured out, with a simple setup and plenty built in that you need but might not think to ask for. I've owned an insurance agency since 1993 and this is the best system we've used. We spent thousands on Process Street and Monday.com and it was a real struggle. Moving our information over to MedicarePRO CRM was possible and we're not looking back. Whether you're a one person agency or a 12 person team like ours, you can keep everything in one place and focus on delighting your customers. Our team ranges in age from 30 to 70 and the system works for us. Thanks to MedicarePRO, we can spend our time selling and servicing instead of learning to program a CRM that doesn't understand what it's like to be an insurance agent.

Cons

I don't have any issues with it.

Pros

Everything about it is great. The company and customer service are based in the USA and they are very attentive and helpful. Plus anything I needed that was not already available was added upon request. With 18 years of experience in this industry I can confidently say this is the best CRM I have ever used.

Cons

After getting the hang of it which did not take long and starting to communicate with customer service, I would say there is nothing I dislike about it.