For Agencies

If your an agency and want to offer your agents a robust and powerful tool for managing their book of business, MedicarePRO is a great fit. The agency portal allows you to manage your downlines in a efficient and compliant way.

Downline Management

When you get your agents on board with MedicarePRO | CRM you'll start enhancing your downline relationships. From the MyAgents page you can see a lot of important information about your downlines like: book size, closing rates, leads, override amounts, track tasks, emails, texts, notes and a lot more. With beautiful graphs and charts to help visualize data, your understanding of how your downlines are producing will launch to a new level.

Campaign Management

If you run various campaigns as an agency and disseminate leads to your downlines this is the place to do it. Easily track the efficiency and production of each campaign you run. Assign leads and track their outcome. Get important metrics like closing rates for each campaign so you can dial down whats working and whats not.

Documents

The documents page, with its easy to use file management protocol allows you to create folders for all the plans you represent with a few clicks. When your downlines come aboard, folder are made for them automatically for you to store their important documents. To set up your CompanyDocs folder, just follow the prompts to make company specific and plan specific folders for all the counties you work in.

Pending Business

Always be in the know of what your downlines are producing. With he pending page, you'll be able to see which agents or agencies under you are producing so you can always know whats in the pipeline. We take privacy seriously here, so agencies only see the plan thats pending, no PHI is ever available. Keeps you safe and your agents.

Your Branding

If you want your downlines to feel like they are part of something exciting thats exclusive to your agency, we can add your company logo to the main header. When you invite agents and agencies to come on board, they get a beautiful email with your company branding that invites them to your exclusive sign up page. Once they are in, they see your logo. Boost your credibility and influence.

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.

Agency Analytics

Agency Dashboard

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