MedicareCRM
MedicareCRM® was the first customer relationship management solution that was purpose-built for Medicare Advantage. Proven with 17 years of use, it’s the preeminent member acquisition technology empowering many of the biggest names in the industry.
Our comprehensive workflows extend far beyond a traditional CRM solution. Gain complete control of marketing data, CMS compliance, and sales channel performance including call centers, field agents, brokers, and community relations.
Features
Campaign Management
Lead Capture
Real-Time Lead Management
Lead Assignment Algorithms
Broker/Agent Management Tools
Call Center UI
Seminar Reservation Functionality
Reporting
Real-Time
40+ Pre-Configured
Ad-Hoc/On-Demand
Self-Querying (No IT Request)
Extracts to .csv, .xlsx, & more
Compliance
Routine Updates for New Regulations
Dynamic CMS-Approved Call Scripts
Scope of Appointment Capture
Permission-to-Contact Tracking
Data & Document Transparency
Broker Compliance Suite
Contact Us
We help MA organizations around the country achieve their strategic goals. How can we help you?
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