InsuranceKnight
Expert
- 30
Is Agent-CRM HIPAA compliant?
Follow along with the video below to see how to install our site as a web app on your home screen.
Note: This feature may not be available in some browsers.
I love Medicare pro . So easy to use and all built out and ready to go . The downside it doesn’t have much work flow automation like go guru has . It’s not seamless for mass texting clients nor does it have a built in dialer I love Medicare pro on my phone . The prebuilt is awesome on printing labels . For me it’s all I need
Ours is, yes.Is Agent-CRM HIPAA compliant?
Yes to both.Does MP have any texting ability? What about mass email?
Are you talking Medicare pro? I thought you had to buy seperate paid subscription to get mass texting ? Also you have to buy subscription for a dialer to get . For me there great as I’m not into technology. It’s the only crm built out 100% for Medicare agents and very easy to use . I’ve been using 2 1/2 yrs . The only negative is they still only got 1 customer service rep Andrew a part owner as far as I know . Talking to him many times over the yrs I was impressed with his knowledge. Here’s an important thing I don’t think they changed yet . As far as I know to download your book of business to Medicare pro you must send the excel files to then to download to the crm . Can the agent download directly yet ? I manually enter all my clients dailyYes to both.
We're doing a webinar with them next week. They are great. In previous webinars, agents have requested features that they've added.
Microsoft Virtual Events Powered by Teams
Microsoft Virtual Events Powered by Teamsevents.teams.microsoft.com
I tried Medicare Pro last year. It looks nice and simple, but unfortunately it was too simple of a program. You can’t, at that time, do automation. That’s an automatic no from me.
Automation saves me so many hours per week.
Any Agent CRM users out there? If so, do you like it?