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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 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.
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.
Store member prescription drug details, pharmacy, current plan information, LIS status and spend down amount, contact/follow up dispositions.
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 MA/PDP quoting and enrollment through a common interface for all carriers, include their current plan in side-by-side cost comparison.