Make Your AEP More Efficient
This AEP is set to be one of the busiest yet. AgencyBloc's AMS+ solution integrates with Lead Advantage Pro, a Medicare quoting and enrollment platform, to help you take Medicare prospects from lead to enrollment all in one place — saving you serious time and resources.
During this webinar, learn more about setting up the integration in AMS+, the leading choice agency management system for Medicare agencies, and how to use the two systems together. Key features of AMS+ include:
- Lead management (leads, prospects, opportunities, etc.)
- Communication tracking with agents, leads, and prospects
- Activity tracking and task assignment
- Lead routing and round-robin assignment
- Electronic compliance management
- Customizable workflow automation and email marketing
- Insurance-specific, built-in phone system
- Texting
Presenters:
Jeff Thibadeau
VP of Sales
AgencyBloc
Sean Pekarsky
VP of Medicare Solutions
Senior Market Sales