Agent Tips: Use the Reminders Feature in MedicareCENTER

Follow up is crucial during your sales process and helps you create trust while serving clients better. Connecting with your clients at key moments can help you add a personal touch as you grow your business year-round.

MedicareCENTER’s Reminder feature helps you do just that! Use Reminders to track important dates and client information so you never miss an opportunity to better serve your customers. They’re FREE, helpful and easy to use! Here’s how:  

• Click “Contacts” in the navigation bar.
• Click the bell icon to add a Reminder for any client from your main Contacts list.
• Additional Reminders may be added, edited or completed from a client detail view.
• Get ready to make follow-up calls by filtering from the contacts list by upcoming or overdue reminders.
• Reminder examples: pre-enrollment check-in, post-enrollment follow up, birthdays, send SOA and more!

Reminders are a great way to build strong client relationships and stay on top of your book of business!

Download this flyer to learn more, and log into MedicareCENTER.com or the MedicareCENTER Mobile App to get started!