We’re excited to introduce Client Connect, now live in MedicareCENTER! This easy-to-use feature allows you to send compliant marketing messages to your clients, saving you time and effort with our premade templates.
Here’s how you can benefit from Client Connect:
Connect with Key Groups of Your Clients:
Use tags to filter and connect with specific groups of clients.
Reach out via email or send texts to individual clients.
Create automatic messages that are triggered by changes in your client's enrollment stage, product status, or other tags.
Save Time and Effort While Supporting Your Clients:
Access a variety of premade, compliant messaging templates for your most common activities.
Templates include messages for upcoming plan changes, instructions on creating a PlanEnroll profile, birthday celebrations, and more.
Email and SMS capabilities are available now, with more marketing templates coming before AEP!
Quickly Track Client Status and Activity:
Monitor client activities like SOA status and other communications.
Send one-time messages directly from a client’s contact record.
All messages you send will appear in the Activity Stream in the client record.
MedicareCENTER is designed to help you support your clients effectively, especially during the busy AEP season!
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