Thereedicare agents personalized enrollment site
All agents who choose to work with Crowe and Associates get a free Medicare agents personalized enrollment site. Send a quote or enroll your client in a matter of minutes.
The enrollment/quote site, Connect4Medicare, is personalized. Your contact information is displayed. You are marked broker of record. As a result, receive credit for the sale. This cuts down on the amount of paper you use and makes signing a client up for a plan quick and easy. You can also eliminate the need for a face-to-face meeting.
Additionally, you can use Connect4Medicare as a personal URL. Just add it to your website. It is a CMS compliant quoting and enrollment tool. You will not need a paper Scope of appointment form as the system will capture them electronically.
Agents/brokers can use this site to quote all types of Medicare plans, including:
Medicare Advantage plans and Medicare Supplement plans as well as Part D (prescription drug plans). With this tool, you can show clients a side by side comparison of plans within minutes of entering their information. You can check the costs of prescription medications as well as send your client a monthly prescription cost breakdown. Use the personalized URL to create a consumer facing comparison and enrollment engine. This is a great tool to add to your agent website.
Click the link below to view an example of our Connect4Medicare site. You can request a username and password by contacting Lisa either by phone (203)796-5403 or email at email@example.com.
Agent Specific URL: it is easy to add your Connect4Medicare client enrollment link to your website and marketing. Your clients can click, compare, and enroll themselves in a plan.
How to use Connect4Medicare:
The Connect4Medicare program is available to both agents and agencies. All you need to do is place your Medicare appointments with Crowe and Associates. Every agent receives a username and password. This gives them access their own enrollment portal. You can send quotes as well as enrollment links from the site. Any application submitted through your site will have your broker code and list you as the AOR for the sale. The site will compare and enroll Medicare Advantage plans, Medicare Supplements and stand alone PDP plans.
Connect4Medicare is offered by Pinnacle Financial Services
Many carriers are available on Connect4Medicare:
Important: Crowe and Associates is not a captive agency; however, we do require agents to have all Medicare contracts with us to use the Connect4Medicare system. No reduction in commission payments. All agents receive commission payments, directly from the insurance carriers.
We provide a free lead program to our agents! CLICK HERE TO LEARN ABOUT FREE MEDICARE LEADS
Need a Medicare scope of appointment form? click here