MedicareCENTER CRM: Switcher and Cross Sell Tags, Explained

Our powerful technology will automatically assign “Switcher” tags to clients in an agent’s MedicareCENTER CRM who may be candidates for switching plans, signifying who the agent needs to prioritize sales calls with.

“Cross Sell” tags will also be assigned to clients with coverage that may not be meeting all their needs, showing agents which customers they have cross-sell opportunities with.

Multiple tag options are available and can be searched and filtered, helping agents easily find clients in the CRM based on lead source and plan type, as well as “Switcher“ or “Cross Sell” recommendations. Agents can even create their own tags to help keep their book of business organized!