MedicareCENTER Help
MedicareCENTER Help
A more advanced agent experience.
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Save time and produce more year-round. Manage your clients and prospects in the enhanced CRM. Quote and enroll clients in Medicare Advantage and Prescription Drug plans directly from a contact record. Compliantly record and store calls for 10 years. Quote and enroll clients in Medicare Supplement plans through the integrated CSG App. Purchase verified leads through LeadCENTER that integrates seamlessly with MedicareCENTER. Work on the go with the mobile app, available in the App Store and the Google Play Store.
The features are endless. To get FREE access to MedicareCENTER get contracted today. |
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Call Recording
Call recording capabilities include:
Seamlessly recording all your inbound and outbound client calls. Easily link calls to both new and existing client contact records. Store your recordings automatically and securely for the full 10-year period required by CMS. Download calls anytime, from wherever you're working - including on the mobile app.
Seamlessly recording all your inbound and outbound client calls. Easily link calls to both new and existing client contact records. Store your recordings automatically and securely for the full 10-year period required by CMS. Download calls anytime, from wherever you're working - including on the mobile app.
Call Recording Guide
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Personal Website
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Your Personal Agent Website allows your clients to shop and enroll on our consumer-facing website, MedicareEnroll.com. When clients use your personalized link, they will see your contact information. They’ll be able to shop, compare and enroll in the plans you’re appointed to sell — and you’ll get the commission!
Find your Personal Agent Website link in your MedicareCENTER Account and share it in your marketing materials. |
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Personal URL Guide
Mobile App
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Mobile App Guide
Enhanced CRM with Dynamic Tagging
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Manage clients electronically, on any device at anytime. Track all your clients and leads regardless of enrollment or quoting system. Easily batch import clients or create a new client on the fly with just an e-mail address or phone number. Dynamic tagging allows you to filter and sort clients and leads by plan type, recommendations or any other important attribute.
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Quoting & Enrollment
Quote & Enroll from the CRMEasily quote and enroll clients right from the CRM in MedicareCENTER. Available in the web version or the mobile app.
Send QuoteSend Quote allows you to send custom plan comparison charts for Medicare Advantage and Prescription Drug plans to your clients, offering them options that can meet their needs.
Send Quote Guide |
MedicareAPPPowered by Connecture, shop, quote and enroll electronically on any device. Access the extensive list of carriers and estimate costs using guided help.
MedicareLINKSearch plans by clients’ doctor and compare plans to their current health plan. Clients can sign scope of appointment and applications via text or email. Enroll electronically on any device.
CSGAPPQuote Medicare Supplements, Hospital Indemnity, Final Expense, Dental, Vision & Hearing. Enroll clients electronically. Access competitive analysis heat maps for zip codes, carriers and plan types.
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LeadCENTER
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Set up lead campaigns and enable real-time lead acquisition through data or call leads. With the flip of a switch, toggle your status to “online” to begin receiving your leads directly into MedicareCENTER. Or use the lead mapping feature to find and purchase leads anywhere in the country, county by county. Choose from Internet, Direct Mail and Social Media leads, then purchase leads with just a few clicks.
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