Sell Medicare from home
Crowe and Associates and Pinnacle Financial provides agents with all the tools they need to sell Medicare from home. Our tools are a great, easy way to sell Medicare Advantage and Medicare Supplement as well as Medicare Prescription Drug plans from your home with no face to face meeting required. Review the topics below to get set up to sell Medicare from home.
- Online quote site
- Connect4Medicare online enrollment
- Power dialers
- Free Medicare lead, marketing and advertising program
In order for agents to be successful selling Medicare products from home, there a few important steps they need to take.
Sell Medicare from home – online quote site
You need to be able to quote and compare both plan benefits and rates. With our tools, you can compare competitive plans in multiple states quickly and easily and send those results to your client for review Our comparison site is offered to our agents at no cost. You will need a username and password to access the quote site. Call Pinnacle at 800-772-6881 to get it.
Sell Medicare from home- Online enrollment- Connect4Medicare
Online enrollment is key when selling from home. We offer our agents online enrollment for Medicare Advantage, Part D and Medicare supplement plans. No face to face meeting is required. The scope of appointment form and enrollment applications are all electronic through the system. Agents can choose which plan or plans they want to send to the prospect to review and/or enroll in. You will be the broker of record for any product they enroll in.
To preview connect4medicare; our free quote and enrollment site – CLICK HERE TO WATCH A WEBINAR ON HOW TO USE CONNECT4MEDICARE
Prospecting using a power dialer- Prospect Boss
The Prospecting of clients is important. If you don’t have qualified applicants, you cannot make a sale. In most cases, online sales is done either with the use of online leads of by phone through the use of call lists.
If you want to have a greater increase in the amount of people you reach, the use of our power dialer will definitely help you achieve that.
If you would like information on our discounted power dialer system; click here.
If you do decide to call potential clients, be sure you do not cold call for either Medicare Advantage or Part D (prescription drug plans). The only Medicare plans that allow cold calls are Medicare Supplements.
We can provide no charge call lists for use by our agents.
Keep in mind, it is easier to reach a greater number of clients with the use of a power dialer.
Free Medicare lead, marketing and advertising program
Our Medicare lead, marketing and advertising program will help you with the costs of leads, dialers and any other expenses you have generating Medicare business.
Please contact our office with any questions. You can reach us either by phone at (203) 796-5403 or by email at firstname.lastname@example.org.