What's your favorite quoting and enrollment tool?

[bc22]

I recently started using MedicareCENTER to quote and enroll. Curious to see what everyone else uses!

 

[goillini52]

I recently started using MedicareCENTER to quote and enroll. Curious to see what everyone else uses!

Search & Save

 

[straightnochaser]

We use Sunfire, it's ok.... good for enrollments and quote and compare but doctor search could be improved.

 

[bc22]

Does sunfire have a way to send fill out the application and then send it over to the client to review and submit?

 

[Packerland]

Our agency uses Connecture we're adding [EXTERNAL LINK] - RetireFlo to make our drug integrate with our CRM (Radius Bob) through Connecture

 

[somarco]

Automated responses and mailers are good but I find them a bit impersonal.

Who wants to give out a bunch of personal information to a robot?

My "system" sends me their name, phone and email when they request a quote. It kind of works but a lot slips through the cracks because there is no personal contact on the front end.

I no longer rely on my quote engine landing page.

People who call or email me because of social media and YT are much better prospects that generate a significantly higher close ratio.

 

[MichFlor]

Does sunfire have a way to send fill out the application and then send it over to the client to review and submit?

Yes.