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 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.
Real-Time Lead Management
Lead Assignment Algorithms
Broker/Agent Management Tools
Call Center UI
Seminar Reservation Functionality
Self-Querying (No IT Request)
Extracts to .csv, .xlsx, & more
Routine Updates for New Regulations
Dynamic CMS-Approved Call Scripts
Scope of Appointment Capture
Data & Document Transparency
Broker Compliance Suite
We help MA organizations around the country achieve their strategic goals. How can we help you?
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