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CareFree’s new broker technology provides the most advanced Remote Selling capability available, enabling Multi-Carrier MA/PDP remote sales, through a mobile-friendly enrollment platform.

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E-Signature Through Text Message

E-signature and E-Scope of Appointment can now be delivered through Text Message in addition to Email. CMS-compliant, one process for all of our major MA/PDP carriers

Email Quotes For Self Enrollment

Email quotes and plan comparisons through E-kit capability, allowing prospect to enroll online on their own, crediting the agent for the sale and as agent of record

Any Device Anywhere

Compatible with Mobile/Tablet/Desktop devices using Android, iPad, Windows, and Mac

Personalized URL

Personalized URL (PURL), providing prospect online enrollment through the agent’s CareCompare PURL and credit for all sales, prominent display of agent’s phone number

Prescription Drug Basket

Store member prescription drug details, pharmacy, current plan information, LIS status and spend down amount, contact/follow up dispositions

Easily Access Reports and Tools

Enrollment submission history and status by carrier, E-sig status, date and time; step-by-step instructional guides; fast start short training videos

Multi-Carrier Support

Multi-carrier MA/PDP quoting and enrollment through a common interface for all carriers, include their current plan in side-by-side cost comparison

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CareFree Insurance Services, Inc. provides Agents leading technology tools, marketing services and support to help drive more sales faster.

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