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PlanEnroll

PlanEnroll Training
Need help? Call ​877.686.1374, email [email protected]

PlanEnroll Agent

When clients use your personalized (url) link, they'll see your contact information and they’ll be able to shop, compare and enroll in the plans you’re appointed to sell - while you get the commission! 
Become a PlanEnroll agent and connect with more consumers looking to purchase Medicare or Final Expense insurance.

​Take advantage of exclusive PlanEnroll leads in LeadCENTER and even connect with consumers in real-time.
​
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Login to LeadCENTER or MedicareCENTER and set yourself to Available to receive realtime leads. ​
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Profile Linking & Client Sync

Client information can change throughout the year, but PlanEnroll Profile Linking  and Client Syncing eliminates the need for double the work.

When a client sets up a PlanEnroll profile on PlanEnroll.com or through your Personal Agent Website link they'll be prompted to provide important health information including: prescriptions, doctors and preferred pharmacy locations. You or your client can update the information as details change from year to year - and it all syncs seamlessly with Client Sync. 
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Find your Personal Agent Website link in your MedicareCENTER account and share it in your marketing materials. ​

Customization

Differentiate yourself by customizing your PlanEnroll personal website. It's easy to do. Just jog in to MedicareCENTER or LifeCENTER and use the 'Profile' menu to select your 'Account'. Click on 'Agent Profile' to view and edit your information. 

PlanEnroll Exclusive Leads

Set yourself apart by getting access to exclusive, compliant PlanEnroll leads sourced from multiple channels.


Both Life insurance and Medicare leads are available.
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Become a PlanEnroll Agent

Access the online training to become a PlanEnroll agent today and start connecting with more consumers and connect with your existing clients.
PlanEnroll Training
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