My Medicare Bot voice enrollment
My Medicare Bot voice enrollment is available through the My Medicare Bot Omni-channel sales platform. Prospects can easily run plan quotes as well as comparisons with this tool. They can also check doctors and medications to see which plan best fits their needs. The system has integration between consumer direct sales and agent tele-sales. As a result, agents and online shoppers can share plan information as well as close the sales through a tele-sales process.
Use the link to register and access training videos: CLICK HERE TO REGISTER AND ACCESS TRAINING VIDEOS
NOTE: Activation code is “yourmedicareagent2022” You will also need your NPN to register
My Medicare Bot voice enrollment: CRM functions
This voice enrollment system offers a built in customer relationship management platform. Agents can easily save their client’s information. This includes; doctors and medication lists. The built in CRM allows agents to sell through one system without the need for multiple platforms when saving client data and making a sale. Additionally, powerful decision support tools and a customer facing design help to simplify the sales process.
Telesales broker portal
Voice signature is integrated into the Medicare Bot platform. This gives agents the ability to enroll members into multiple carriers from one system. This design provides an efficient way to enroll clients into a plan without the need to send enrollment links by either email or text. Integrated competitive intelligence helps agents overcome objections and close a higher percentage of sales. For agents who specialize in dual Medicare Advantage sales, enhanced benefit information is provided. The enhanced information focuses on the benefits dual prospects want to know about such as dental, vision, OTC and transportation.
Registration and training videos: Click on the link to log in: CLICK FOR LOGIN Activation code is “yourmedicareagent2022”
My Medicare Bot voice enrollment: Independent tele-sales agents
The benefits of moving from a captive tele-sales agent to an independent tele-sales agent are appealing. The ability to own the book of business and receive Max allowable CMS compensation for both new and renewal commissions can mean a substantial increases in income. One of the barriers agents making this move face is; adjusting to the new enrollment process. Until now, voice enrollment for independents has only been available via the carrier voice signature methods.
Carriers available at time of roll out are Aetna, Humana and UHC
Learning multiple processes on a number of systems can create a large learning curve. My Medicare Bot now provides independent agents a solution to that issue.
Agents who work with Crowe and Associates have automatic access to the system at no cost. Once an agent is both appointed and certified with a carrier, they have access to the voice signature through the platform. At this time; there are 4 large, national carriers available through My Medicare Bot with more to follow.
To become an independent agent; CLICK HERE TO START CONTRACTING.
Contact us either by phone 203-796-5403, email firstname.lastname@example.org or text 833-259-0036 with any questions.