MedicarePRO CRM Overview

MedicarePRO CRM is a customer relationship management software designed specifically for insurance agents in the Medicare market. It provides a centralized platform for managing leads, tracking sales, and improving customer service. MedicarePRO CRM includes features such as automated follow-ups, lead segmentation, and customizable workflows, allowing agents to efficiently manage their client base and close more sales. The software integrates with various communication tools, including email and phone systems, ensuring seamless interactions with clients. With its focus on the Medicare industry, MedicarePRO CRM helps insurance agents enhance their productivity, stay organized, and provide personalized service to clients.

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Contact Details

  • Vendor Name MedicarePRO CRM
  • Founded
  • Location United States

Support

  • Email Email
  • Phone Phone

Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Insurance

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MedicarePRO CRM Features

  • Arrow Icon Patient Communications
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Self Service Portal
  • Arrow Icon Records Management
  • Arrow Icon Social Media Integration
  • Arrow Icon Patient Management
  • Arrow Icon Document Management
  • Arrow Icon Predictive Analytics
  • Arrow Icon Lead Management
  • Arrow Icon Live Chat
  • Arrow Icon Forms Management
  • Arrow Icon Physician Management
  • Arrow Icon Contact Management
  • Arrow Icon Client Portal
  • Arrow Icon Forecasting
  • Arrow Icon Chat/Messaging
  • Arrow Icon Appointment Management
  • Arrow Icon Task Management
  • Arrow Icon Referral Tracking
  • Arrow Icon Medical History Records
  • Arrow Icon Campaign Management
  • Arrow Icon Marketing Automation
  • Arrow Icon Calendar Management
  • Arrow Icon Automated Scheduling
  • Arrow Icon Audience Targeting
  • Arrow Icon Email Management
  • Arrow Icon HIPAA Compliant
  • Arrow Icon Multi-Location
  • Arrow Icon Pipeline Management
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Referral Tracking
  • Arrow Icon Mobile Access
  • Arrow Icon Lead Qualification
  • Arrow Icon Contact Database
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Territory Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Customizable Fields
  • Arrow Icon Calendar/Reminder System
  • Arrow Icon Marketing Automation
  • Arrow Icon Task Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Social Media Integration
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon Forecasting
  • Arrow Icon Contact Management
  • Arrow Icon Email Management
  • Arrow Icon Lead Generation
  • Arrow Icon Workflow Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Internal Chat Integration
  • Arrow Icon Segmentation
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Document Storage
  • Arrow Icon Lead Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Data Import/Export

MedicarePRO CRM Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$35 Per User

MedicarePRO CRM FAQs

MedicarePRO CRM is a customer relationship management software designed specifically for insurance agents in the Medicare market. It provides a centralized platform for managing leads, tracking sales, and improving customer service. MedicarePRO CRM includes features such as automated follow-ups, lead segmentation, and customizable workflows, allowing agents to efficiently manage their client base and close more sales. The software integrates with various communication tools, including email and phone systems, ensuring seamless interactions with clients. With its focus on the Medicare industry, MedicarePRO CRM helps insurance agents enhance their productivity, stay organized, and provide personalized service to clients.

  • No, MedicarePRO CRM does not offer a free version.

  • Yes, MedicarePRO CRM offers a free trial.

  • No, Credit Card details are not required for the MedicarePRO CRM trial.

  • MedicarePRO CRM offers the following pricing plans & packages:

    Basic

    $35 Per User

  • MedicarePRO CRM supports the following payment frequencies:

    • Monthly Subscription

  • No, MedicarePRO CRM does not offer an API.

  • MedicarePRO CRM offers support with the following options:
    • Email , Phone

  • MedicarePRO CRM supports the following languages:
    • English

  • Following are the typical users of the MedicarePRO CRM:
    • Self-Employed , Small-Business , Midsize-Business

  • MedicarePRO CRM supports the following deployment:
    • Cloud Hosted

  • MedicarePRO CRM supports the following devices and operating systems:
    • Web-Based