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
CRMsTBR Excel CRM Template
Don't want a full-scale CRM? Download our Excel Template to manage your clients and book of business. 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.
Dial Your Leads
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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
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Website Developers & Tools
Website Chat Tools |
Insurance Website DesignersDomains & Business Email AccountsBuild Your Own Website |
Digital Marketing Tools
Social Media Management |
Email Campaign Services |
Business Card ReadersProductivity SoftwareAccounting SoftwareExpense & Mileage TackersDocument Scanning & NotesAppointment Scheduling |
Password ManagersVirtual MeetingsSocial Media Scheduling |
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. |
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. |
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