If you're contracted with us, get access to MedicareCENTER which is our FREE CRM, quoting and enrollment platform for Medicare and PDP products.

CRMs & Lead Management

CRMs

TBR Excel CRM Template
Don't want a full-scale CRM? Download our Excel Template to manage your clients and book of business.
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AgencyBloc
​AgencyBloc is an agency management system that helps life and health insurance agencies secure and grow their business with an industry-specific CRM, commissions processing, and integrated business and sales automation.

​AgentCubed
Eliminate the need for multiple platforms
using our customizable three-in-one solution.
  • Lead Management & Distribution
  • Agency & Policy Management
  • Customer Relationship Management

Dial Your Leads
  • Business phone service
  • Lead & contact management
  • Virtual call center
VanillaSoft
​Your inside sales process, simplified. VanillaSoft’s Sales Engagement platform gives you the tools you need to engage, qualify and close the sale — all in one place. 

​Zoho
Take full advantage of Zoho CRM's capabilities to reach out to customers across multiple channels and build strong relationships. Use process automation and workflows to help your team stay efficient while maintaining a high quality of service to help your agents bring in more people.

SMS Tools & Dialers

  • Avochato is a platform to manage conversations in one simple app.
  • From text messages to phone calls, Avochato helps you communicate better.
  • Avochato is easy to set up and even easier to manage.
  • Reach your customers on their preferred channels no matter where they are in the world.
  • Notifications, Alerts, Marketing Messages, Conversations, Verifications
  • Their CRM Dialer Platform combines prospect calling and lead management into one tool to keep your costs low and your business efficient.
  • They offer a 10 day free trial.
  • Business messaging made easy.
  • Send thousands of text messages anywhere in the world with the ClickSend Web to SMS service.
  • No SMS software downloads required; sign up and be sending from dashboard or API within minutes.
  • Mobile everything has been one of the fastest growing trends this decade.
  • ​Use their mass text-messaging platform for sending SMS texts to your customers, staff and suppliers.
  • ​Decrease downtime between calls with auto-dialing.
  • VanillaSoft offers two types of auto dialing, Progressive and Preview, that utilized with their queue-based lead management platform have shown to increase call activity and productivity by 296% over the industry standard.

Door Knocking Sales Apps

Map out your door knocking strategy with SalesRabbit. ​Map, track, and close leads at an unprecedented rate.
Let Badger handle your sales routes and scheduling. Focus on the right customers and get 2 more meetings each day.

Website Developers & Tools

Website Chat Tools

Drift
​FreshChat
PureChat

Insurance Website Designers

Advisor Websites
Agent Methods
BriteFire
Insurance Web Designs
​IXN (Insurance Experts Network)​

Domains & Business Email Accounts

GoDaddy - domains begin at 99​¢. 
​Google - free business email addresses with your domain

Build Your Own Website

SquareSpace
​Weebly
Wix
WordPress

Digital Marketing Tools

Social Media Management

Buffer
Hootsuite

Email Campaign Services

​Agent Methods
​Constant Contact
Get Response
Mailchimp

Business Card Readers

Abbyy
CamCard

Productivity Software

Adobe Acrobat Reader
​GSuite​
Microsoft Office 365

Accounting Software

Quickbooks
​Wave

Expense & Mileage Tackers

Everlance
Hurdlr
​Stride
​TripLog

Document Scanning & Notes

CamScanner
Evernote

Appointment Scheduling

AppointEze
Appointment
Calendar

Password Managers

​1Password
Dashlane
LastPass

Virtual Meetings

HangoutsMeet
​Join.Me
Zoom

Social Media Scheduling

Buffer
Hootsuite

Blogs to Keep You Informed

Productivity Tools

LastPass will save all of your website login credentials. You just have to remember one master password. Offers a Chrome extension.
​
Pocket will save articles, links, videos anything on the web actually for you to view later. Also offers a Chrome extension.

​EverNote is also available in the App Store and on Google Play.
Business Card Scanner & Reader is available in the App Store and on Google Play.

CamCard Business Card Reader is available in the App Store and on Google Play.

Dropbox
Cloud storage.

Podcasts to Listen to While You Work

Topics range from insurance marketing, sales, automation, and how to achieve more growth for your agency. These podcasts are fun and informative. You can subscribe via iTunes, Spotify or Stitcher.
Inspire Podcast
Agency Nation​
​The EntreLeadership Podcast
Agent's Influence Podcast
​This is Your Life with Michael Hyatt

Apps to Simplify Your Life

Quotes for Sales Professionals

Quotes for Sales Professionals is brought to you by Mutual of Omaha. You can run quotes via your smart phone or tablet for Children's Whole Life, Living Promise, Guaranteed ADvantage, Term Life Express, Term Life Answers and Medicare Supplement.

​This app is available in the App Store and on Google Play.

Gerber Life for Agents

Contracted producers looking for quotes for Gerber Life products (including Guaranteed Life - guaranteed issue coverage for individuals ages 50-80) can take advantage of Gerber's mobile quote app.

This app is available in the App Store or on Google Play. ​

Quotes on the Go

Aetna's quoting tool allows you to run quotes on the go. Products include: Medicare Supplement, Final Expense, Dental, Vision and Hearing, Cancer Heart Attack or stroke (plus), Home Care, Recovery Care and Hospital Indemnity Flex.
​This app is available in the App Store and on  Google Play.

United Healthcare LEAN

Agents certified to sell Medicare Supplements and MAPD plans can download United Healthcare's LEAN app and submit applications electronically. It eliminates the use of paper apps, and can be utilized offline. Once online, all applications will be submitted securely to United Healthcare.

​This app is available in the App Store and on Google Play.

Resource for Rates

Run quotes for Medicare Supplement, Medicare Advantage, Hospital Indemnity, Dental and Final Expense. This tool will give you the exact rates for all of our carriers and even some we don't represent. It also includes an Underwriting tool that will allow you to use the best carrier for your impaired risk clients. Access e-Apps and PDF applications as well.

​​This app is available in the App Store and on Google Play.

Life Happens Needs Calculator

Life Happens has a mobile app that allows you to determine the amount of life insurance coverage your clients need. You can input the data for them or have them download the app and input it themselves.

​This app is available in the App Store and on Google Play.

NIPR Mobile

Keep up to date with all of your licensing from the palm of your hand.

This app is available in the App Store and on Google Play.

What's Covered

What’s covered by the Centers for Medicare & Medicaid Services helps your clients understand their health care coverage offered by Original Medicare Part A (Hospital Insurance) and Part B (Medical Insurance).

​This app is available in the App Store and on Google Play.