Agents—ready to simplify your daily operations? Check out these solutions to help you stay organized and efficient.
Options to consider -MedicarePRO-CRM, QUO Phone system, and Integrity Connect:
Agents—if you’re looking for a client CRM, consider MedicarePRO-CRM.
Review the details below, including its full integration with QUO for a seamless, compliant workflow.
Agents—do you have a compliant phone recording system in place?
Take a look at QUO below, which offers full integration with your CRM. If you’re currently using your personal cell phone, QUO is a strong option to ensure compliance while keeping everything organized.
Agents—are you looking for a free Medicare enrollment system? Review Integrity Connect below!
Click the image above to view MedicarePRO-CRM YouTubes page with more videos.
How MedicarePro-CRM flows for you & your clients:
Agents—if you’re looking for a client CRM, consider MedicarePRO-CRM. We’ve been using this system for the past two years and have had an excellent experience. 📽️ Watch Here a short video from MedicarePRO-CRM.
For agents with 50% or more of their contracts through our THB agency, we cover the cost of your CRM. If you are below that threshold, the cost is $45 per month per user. Please note, if THB is unable to meet or improve upon your current ACA, ancillary, or Medicare contracts, there is no expectation to move those contracts to our agency. If you choose to sign up independently using the link above, you will not have access to our pre-built templates or carrier links and would need to create and manage those resources on your own. This is just one of the many benefits of joining our agency. THB will provide you with a sign-up link—contact us today to get started.
This system works well for both individual agents and agencies, and allows you to track all ACA, Medicare, and ancillary sales in one place.
THB has made you 3 short videos to watch on the workflow of the MedicarePRO-CRM.
1: General Overview of the CRM and 60% of the features: 🎥 Watch Here
2: How to track your clients, replace or add policies, and update plans in the CRM 📽️Watch Here
3: This system easily captures RX data, Scope of appointments, Consent forms and can be emailed or texted. All clients have their own secure portal within the CRM 🎥Watch Here
Click on the image to sign up for QUO and view the services.
QUO - Call recording and texting platform with full integration with medicarePro-crm.
Agents—do you have a compliant phone recording system in place? If you’re currently relying solely on your personal cell phone, it’s a good time to consider integrating QUO into your operations.
We use QUO, which offers full call recording, texting with full CRM sync, AI-generated notes for every call, and seamless integration with MedicarePRO-CRM.
If you’re selling Medicare, all sales calls must be recorded and stored for 10 years (this requirement is expected to change to 6 years starting in 2027).
Through our link, you can save 20% for the first 6 months. Pricing starts at $15/month per phone line, for the AI call summaries the cost is $23/month per phone line (paid annually).
1: 🎥 Watch Here a short 3 minute video on getting started with QUO.
2: 📽️ Watch Here a full 20 minute video of all the QUO tools.
3: If you combine QUO and MedicarePRO-CRM, you have full integration, HIPPA compliant system to save you time. Sign up here with our 20% off for 6 months.
4: We’ve partnered with a local Wisconsin company, Lisbon Creek, and you’ll use their link to sign up. If you need assistance setting up your QUO account, Lisbon Creek can help. They also provide support with Wi-Fi, data security, and advanced technology solutions for your business.
5: View the image below of how QUO (formerly called OpenPhone) and MedicarePRO-CRM syncs your clients.
Here is a snapshot of the integration.
Notice on the image within MedicarePRO-CRM.
QUO automatically generates an AI summary of your phone calls and saves the call recording directly to the client’s file. You can text from either platform with full synchronization, and quickly send Scope of Appointment or consent forms via text or email in seconds. Each client also has a secure portal that stores their medications year over year.
Click the image above to watch the YouTube video about Integrity Connect
Integrity connect
Agents—are you looking for a free Medicare enrollment system?
With just one contract through our agency, you’ll gain access to Integrity Connect at no cost. 🎥 Watch here to learn more. It’s a powerful and easy-to-use system designed specifically for Medicare enrollments. Please note, if you’re contracted directly with certain regional Medicare carriers, you may not be able to enroll those plans through this platform.
This system is Medicare-only and does not support ACA enrollments.
Great system for enrolling, uses AI technology for your Medicare enrollments. It is an all-in-one, free, and compliant platform for insurance agents designed to streamline workflows, enhance client relationship management (CRM), and accelerate growth. It combines quoting, enrollment, marketing, and lead purchasing into one system, often resulting in increased efficiency and higher application volume. One potential limitation is that if you work with regional Medicare carriers, they may not be available for enrollment on this platform.