Streamline Your Service

Empowering Medicare Agents with Automation

01.

Automated Thank You Cards

With our Automated Thank You Cards feature, Medicare agents can maintain client relationships with minimal effort. Each card is tailored to fit your client's profile, ensuring a personal touch that resonates.

This automation not only saves time but also fosters a sense of appreciation which can lead to higher retention rates. Our platform manages the entire process, from design to delivery, letting you focus on more critical aspects of your business.

Strengthen your rapport with clients and keep your services top of mind effortlessly. It's a simple yet effective way to nurture long-lasting relationships.

Team collaboration
02.

Instant Text Messaging

Our Instant Text Messaging service allows Medicare agents to communicate with clients on-the-go. You can send reminders for appointments, policy updates, or personalized messages directly to their phones.

This immediate form of communication keeps clients informed and enhances their experience. The automation ensures that no message is ever forgotten, making your service seamless and reliable.

With customizable templates, you can express your company's voice while reaching clients where they are most engaged. Building trust has never been easier.

Analytics dashboard
03.

Comprehensive CRM Dashboard

The Comprehensive CRM Dashboard provides Medicare agents with a centralized hub to manage client interactions efficiently. Get insights into client history, preferences, and engagement patterns at a glance.

This feature facilitates tracking follow-ups, automating outreach, and analyzing performance metrics, all in one place. With user-friendly navigation and customization options, agents can tailor their approach for maximum effectiveness.

The CRM simplifies workflow, allowing you to respond faster to client needs and streamline your operations. Say goodbye to manual tracking and hello to organized efficiency.

Dashboard interface
Subscription Tiers

Choose Your Plan

Choose from our flexible subscription tiers to meet your needs.

Gold
$99.99/month

Essential features for growing agents

  • Automated Thank You Cards
  • Text Message Automation
  • Basic CRM Dashboard
  • Client Management Tools
  • Email Support
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Platinum
$174.99/month

Advanced features for established agents

  • Everything in Gold
  • Advanced Analytics
  • Priority Support
  • Custom Integrations
  • Dedicated Account Manager
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Ready to Start?

Join Insuratech Today for Enhanced Client Retention!

Unlock the power of automation and elevate your business by subscribing now.

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