Call our dedicated MedicareCENTER Support Team at 888.818.3760 or email firstname.lastname@example.org
Time is your most valuable resource.
Save time and produce more with MedicareCENTER. Use it year-round to manage your clients and prospects in the enhanced CRM. Quickly quote, follow up and kickoff a Medicare Advantage or PDP enrollment based on clients’ needs via text or email. Compliantly record all your Medicare Advantage and PDP calls and store them for 10 years. Quote Medicare Supplements and electronically enroll clients via the built-in CSG app. Purchase verified leads through LeadCENTER that integrates seamlessly with MedicareCENTER. Work on the go with the mobile app, available in the App Store and the Google Play Store.
The features are endless. To get FREE access to MedicareCENTER you must be a contracted agent with us.
Call recording capabilities include:
Seamlessly recording all your inbound and outbound client calls. Easily link calls to both new and existing client contact records. Store your recordings automatically and securely for the full 10-year period required by CMS. Download calls anytime, from wherever you’re working – including on the mobile app.
Call Recording Guide
Your Personal Agent Website allows your clients to shop and enroll on our consumer-facing website, MedicareEnroll.com. When clients use your personalized link, they will see your contact information. They’ll be able to shop, compare and enroll in the plans you’re appointed to sell — and you’ll get the commission!
Find your Personal Agent Website link in your MedicareCENTER Account and share it in your marketing materials.
Personal URL Guide
• Comprehensive CRM
• Full quote & e-Application
• Scopes of appointment
• CMS-compliant call recording
• Personal Phone number & URL
• Real-time leads
• Client tagging
• Push notifications
• Video chat
• Product recommendations
Mobile App Guide
Enhanced CRM with Dynamic Tagging
Manage clients electronically, on any device at anytime. Track all your clients and leads regardless of enrollment or quoting system. Easily batch import clients or create a new client on the fly with just an e-mail address or phone number. Dynamic tagging allows you to filter and sort clients and leads by plan type, recommendations or any other important attribute.
Quoting & Enrollment
Powered by Connecture, shop, quote and enroll electronically on any device. Access the extensive list of carriers and estimate costs using guided help.
MedicareAPP User Guide
MedicareAPP Provider Search
MedicareAPP Shopping Link
Search plans by clients’ doctor and compare plans to their current health plan. Clients can sign scope of appointment and applications via text or email. Enroll electronically on any device.
Quote Medicare Supplements, Hospital Indemnity, Final Expense, Dental, Vision & Hearing. Enroll clients electronically. Access competitive analysis heat maps for zip codes, carriers and plan types.
Send Quote allows you to send custom plan comparison charts for Medicare Advantage and Prescription Drug plans to your clients, offering them options that can meet their needs.
Set up lead campaigns and enable real-time lead acquisition through data or call leads. With the flip of a switch, toggle your status to “online” to begin receiving your leads directly into MedicareCENTER. Or use the lead mapping feature to find and purchase leads anywhere in the country, county by county. Choose from Internet, Direct Mail and Social Media leads, then purchase leads with just a few clicks.
Learning Center & Training
Get access to guides and training videos, best practices and tips to make using MedicareCENTER easy and intuitive.