Features

Task Assignments

Assign yourself tasks. Categorize it, and get it done!

Cert Tracking

Keep up to date about your downline certifications for the companies they write.

Message Board

Write on a downlines dashboard about anything. Or include everyone!

Lead Assignments

Easily assign leads to eligible downlines. Track if they have received and accepted them. If not re-assign them.

Document Cache

Store pertinent plan documents and agent documents. Share folders and assign privileges.

Downline Management

Manage your downline relationships and get pertinent business data.

Campaigns

Starting a new marketing strategy? Track its success and how many clients it is yielding.

Cloud Based

You business information is in the cloud so you can bring it with you wherever you go.

Security

MedicarePRO | CRM uses SSL encryption to ensure the data you input stays safe at all times.

Renewal Tracking

Our smart technology uses your policy information to show your current renewal amount as well as a projection of future renewals streams.

Analytics

You accumulate lots of data, why not let it tell you important metrics about your business. From renewal projections to prospecting success.

True CRM

Everything you would expect from a profession Client Relationship Management software and beyond. Data visualization that inspires.

Introduction

Data Migration

Migrating your data from your existing CRM is easy. We can help you do it.

See For Yourself

Give It a Try! No Card Required.

SEE MORE FEATURES?

We love making agents more efficient! Start using all the awesome features of MedicarePRO | CRM

MedicarePRO | CRM® is designed, developed, and operated by Launch Technology, LLC based in Mesa, Arizona.
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