MedicareCENTER Help
MedicareCENTER Help
Time is your most valuable resource.
Save time and produce more with MedicareCENTER. Manage your clients and prospects in the enhanced CRM. Purchase verified leads through LeadCENTER that is completely integrated with MedicareCENTER.Quickly quote, follow up and kickoff a Medicare Advantage or PDP enrollment based on client’s needs via text or email. Get Quote Medicare Supplements and enroll clients all within MedicareCENTER. Login to MedicareCENTER on any device. Compliantly record all your Medicare Advantage and PDP calls. Work on the go with the mobile app. The features are endless. In order to get FREE access to MedicareCENTER you must be a contracted agent with us.
Personal WebsiteYour 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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Call RecordingCall 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. |
Mobile App
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App will be available 9/29 in the App Store and the Google Play Store.
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Universal LoginSay goodbye to separate logins. Just one
universal login gives you access to the quoting and enrollment platforms you need. Register and link your account to all the tools within MedicareCENTER. |
Enhanced CRMManage clients electronically, on any device at anytime. Track all your clients 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.
Plan communications and next steps to follow up with your clients. |
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Learning CenterLearn tips and industry best practices. Get
access to guides and support to make using MedicareCENTER easy and intuitive. Get the latest carrier insights on products and requirements. Learn sales tips and ways to grow your business. |
MedicareAPPThe most widely adopted Medicare Advantage and PDP shopping and enrollment solution which supports 9
of the top 10 U.S. carriers. Powered by Connecture, this tool supports millions of consumers every year. Shop, quote and enroll electronically on any device. Access the extensive list of carriers and estimate costs using guided help. MedicareAPP FAQs MedicareAPP User Guide MedicareAPP Provider Search MedicareAPP Shopping Link |
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MedicareLINKA powerful new Medicare Advantage and PDP shopping and enrollment solution. Search plans by your clients’ doctor and compare plans to their current health plan. Your clients can sign scope of appointments and applications via text or email. Enroll your clients electronically on any device and pick up where you left off with clients on-the-fly.
MedicareLINK FAQs MedicareLINK User Guide |
CSGAPPQuote multiple products: Medicare Supplements, Hospital Indemnity, Final Expense, Dental, Vision & Hearing. Enroll clients with the built-in e-Apps. Get access to competitive analysis heat maps for zip codes, carriers and plan types. Search the Document Locker database and find underwriting guides, product brochures, paper applications and more. Capture leads with your own branded consumer website plugin.
CSG Tutorials |
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LeadCENTERSet 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. 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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Additional ToolsDeliver drug pricing based on local pharmacy pricing, save drug lists and improve quote accuracy. Additionally, help beneficiaries build their medicine cabinet with ease with Blue Button.
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