Increase your selling effectiveness with quoting tools right in your CRM. Unlike standalone quoting systems you can simultaneously access your prospects, create activities and tasks, while running quotes.
Use the market edge tool to see what other agents quote in across the United States. Look at real-time quote information, population info (Over 65 and turning 65), and enrollment counts for Medicare Supplements and Medicare Advantage. Use data to help decide marketing efforts.
Find the best policy for your client quickly by enabling health conditions. The quoting tools automatically sort the policies that accept these conditions (some may have requirements to meet, such as in the past two years).
Do you want to know how many people enroll with carriers in your area? How much premium the insurance carrier does? What about how much of the market space they control?
Using Marketing Analytics, you can easily see if a carrier is "popular" in the area you are quoting in. This can help you decide which carriers to lead with if they have more recognition in the area.