Meet your clients' Medicare plan quote and enrollment needs anywhere using your own no-cost enrollment site with a fully integrated CRM and FastTrack prefilled enrollment apps.
Dale R. | Lansdale, PA
[Shop & Enroll] has changed my business. It is like having an assistant, especially during AEP.
Roberta R. | New Market, MD
The platform is well organized, very user-friendly and it complies with CMS regulations. The quoting tool, SOA and enrollment process is uncomplicated and you receive immediate notification of enrollment.
Alfonsas B. | Bethlehem, PA
Great tool. Used email for the SOA and the app. Worked perfectly. Did everything from home. Stayed totally compliant.
Margaret O. | Decatur, GA
I wish I had this tool earlier! It makes it so easy to work with my Medicare clients. And the site is simple so my clients are not intimidated.
Rick G. | Rochester, NY
Utilizing [Shop & Enroll] saved our firm precious time when we needed it most, and our clients appreciate a quick enrollment process.
Angela C. | Marlton, NJ
Last year we were spending a significant amount of time ordering enrollment kits for various products, collecting and organizing Scope of Appointments, figuring out each carrier’s unique enrollment submission process, and assisting clients with long, wordy paper applications. [Shop & Enroll] and the Enroll Now feature has not only freed up a substantial amount of time, but it has made the process so simple for our clients that they feel like tech-savvy millennials.
Toni W. | Elkridge, MD
[Shop & Enroll] was very informative and helped our conversation stay focused on the plan and its offering. We were able to provide all the support materials by digital delivery. The client was very happy with the process and I am able to follow the application from my portal. I look forward to moving all my appointments to this tool. It will help streamline my practice.
Scott M. | Newnan, GA
I’m saving 15-30 minutes per application and a few dollars per enrollment by not mailing enrollment kits and a postage paid return envelope.
Burman C. | Narrows, VA
The quote engine is really nice. It’s a nice feature to have a quick synopsis of what’s available.