Agent resources
MedicareCompareUSA provides the resources to take you to the next level.
Below are some of the resources we offer. Please contact your National Sales Manager for access.
Login to your dashboard
Agent CRM
A subset of resources at your fingertips allowing you service your clients with ease.
- Here you will find easy access to your favorite carrier E-Apps
- Quick links to our most valuable resources
- Fast start training items to get you doing activity quickly
- Access to our multi-use presentation and fact finder that links your inputted client data to their file within the CRM
CSG Quoting & Enrollment Tool
Your one place to quote and enroll Medicare Supplement and senior Dental plans – all on one platform. Run unlimited quotes, add multiple products, and submit in one easy process.
- Selling—Quote and build proposals with the most accurate rates for multiple product lines with key analytics to make highly informed decisions.
- Servicing—Be more efficient with client meeting prep. See how you can save valuable time with the ability to generate multiple quotes at once.
Take advantage of these resources
Lead store
Whether you are a veteran agent or newly licensed, the ability to generate leads will make or break an agent’s career. Marketing tactics may work in one market and not in another so we continuously test and invest in multiple lead channels to bring you the best sources. You want quality leads and results. We want predictable outcomes. Choose from social media, digital, direct mail, and other channels that meet our requirements.
Add carriers
Expand your offerings and give your clients more options to fit their needs. Our contracting team is ready. Contact them via email when you’re ready, too!
Testimonials
“As an independent person with an entrepreneurial spirit, I cannot think of a better way to make a living. I am compensated well, control my own schedule and I am able to make a huge impact on Medicare beneficiaries who are feeling confused, frustrated and overwhelmed. In a short meeting I am able to clarify how Medicare works and set them on a path to the right coverage. They take comfort in knowing that MedicareCompareUSA and myself will be with them for life.”
“MedicareCompareUSA has worked exhaustively toward physician/patient education in Medicare and associated plans. MedicareCompareUSA assists agents to become specialized, unbiased navigators in the Medicare plan world. Agents are motivated to move beneficiaries into the plans best suited to their needs and then to assist their clients in the use of these plans throughout the year. Customer service is synonymous with MedicareCompareUSA agents and office support teams.”
“I chose to align myself with MedicareCompareUSA because of the organization’s unwavering commitment to excellence in the Medicare sales industry. MedicareCompareUSA stands out as a leader in providing valuable resources and support that empower agents, like myself, to deliver the highest standard of service to our clients.”
“It’s an honor to work with such a great organization, run by integrity and extensive knowledge of the industry. Being able to assist patients of hospitals and clinics that depend on our dedication of knowledge in this much confusing world of Medicare, brings me great satisfaction. Also, being available for clients to reach out directly to agents via a 1-800 toll-free line gives you peace of mind, knowing that you are speaking back at the agent that assisted you.”
“Seldom in the sales arena do you receive such a return on effort: Appreciation, gratefulness, and words of encouragement. Customer trust is the true payoff of being a MedicareCompareUSA agent.”
