Field Agent Portal

Our solution enables field agents to sell Medicare plans remotely and compliantly in a socially distanced world

Our Field Agent Portal is a web-based tool that provides field agents with an integrated CRM, electronic Scope of Appointment, plan quoting, and telephonic enrollment capabilities. Field agents can sell, service, and enroll Medicare members remotely through a CMS compliant process.

The Field Agent Portal...

  • Enables field agents to email or text an electronic Scope of Appointment, allowing it to be sent, signed, and returned in a matter of seconds
  • Records, transcribes, and evaluates all enrollment calls for compliance and other call quality issues
  • Includes built-in training tools so that field agents can adopt the tool quickly and efficiently
  • Requires only a computer and internet to operate—no special hardware or 3rd-party software necessary
  • Is available as a stand-alone solution or can be integrated with ConnectureDRX Digital Medicare solutions or other solutions
  • Can be implemented in 3-6 weeks

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