Helpful Ways to Manage and Keep Clients Engaged this AEP

MedicareCENTER’s Contact Stages and Tags can help you filter and find your clients based on key insights, such as status of application, product, carrier, reminders, SOA and custom tags. Ask Integrity Shopper Tag prioritizes your clients based on likelihood to shop and will identify clients closing coverage. Use Client Connect to send automated email marketing campaigns to stay stop of mind. Get access to Inflation Reduction Act (IRA) client presentation and materials.