Good case management program for Medicare clients?

[InsuranceKnight]

Is Agent-CRM HIPAA compliant?

 

[ValeRosso]

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

Does MP have any texting ability? What about mass email?

 

[Todd King]

Is Agent-CRM HIPAA compliant?

Ours is, yes.

 

[mcd]

You can't beat the value of Zoho One.

 

[DarianLee]

A while back, our office faced a similar dilemma. We stumbled upon a solution that might interest you. We started using MightyCall for our inbound call center needs - https://www.mightycall.com/inbound-call-center-software/. Not only is it user-friendly, but it also prioritizes data security. We've been impressed with its seamless integration with our workflow. Plus, the pricing is reasonable considering the features it offers.

 

[Jim Wright]

Does MP have any texting ability? What about mass email?

Yes 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.

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[DonP]

Yes 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.

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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 daily

 

[Chazm]

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.

 

[sman]

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.

I'd love to know/see what automation you have set up in RB. I've not set much up in it, but really need to.

 

[vic120]

Any Agent CRM users out there? If so, do you like it?

Ok Update, I had been convinced to give them a try again and its like a different company

They are willing to help and set up everything

they more then made up for past mistakes and I believe this is a good system