It can feel like software overload with all of the different programs that you need! Here are the tabs we recommend having open on your computer when you're working leads from home.
(1) Your Spark CRM (http://platform.sparkadvisors.com/): for managing leads & clients
(2) Sunfire or Connecture for MA quoting
(3) CSG Actuarial via AgentXcelerator (https://tools.csgactuarial.com/): for MedSupp quoting
(4) Medicare.gov (https://www.medicare.gov/): to address any questions in-the-moment about Medicare
In addition:
- If you primarily use carrier websites for enrollments, it can help to have the main ones open
- If you are just getting started, have your script prepared in front of you