Build Relationships That Last With Rx Collect
When it comes to Medicare, a better client experience can mean the difference between a loyal customer and one who shops around.
As a Medicare agent, you juggle numerous tasks, and collecting client data is one of the most time-consuming and error-prone parts of the process. But it’s not just about efficiency — it’s about building a seamless, personalized experience that keeps clients coming back. Switching between systems, asking clients to fill out redundant paperwork, or losing track of critical details can frustrate your clients, and make them look elsewhere.
That’s why we’re bringing you Rx Collect.
Using this tool, your clients will be able to:
- Add or update their basic information (email, phone, address)
- Sign important documents like their Scope of Appointment or other custom agreements
- Schedule an appointment through the AMS+ Appointment Scheduler tool
- Provide prescription, doctor, and pharmacy information
- Add notes or other important details to prepare for their appointment
When clients take the time to complete their profile in Rx Collect, they’re investing in their relationship with you — making them far less likely to go elsewhere.
Upgrade how you collect, manage, and use client data to deliver a seamless experience. Schedule your demo of Rx Collect today!