INS Marketing Systems offers Independent Agents more “Successful Sales Tools” !  We realize agents have their unique way of doing business!  Many of our agents subscribe to the old saying “If it aint broke don’t fix it! However if you are looking for new ways to enhance your sales capabilities, take a look below.

 If you would like to learn more about any of the Sales Tools we provide Go to:  www.medicareplanzoffice.com click on the schedule an agent phone appointment, or give us a call.

Medicare Educational Events our agents love our turnkey process.  We mail the invitations, record all rsvp’s, provide the most up to date power point, include meeting packets.  All you have to do is sign up to become a Medicare EDU presenter.  Our proven system has worked for years become a presenter today.  Call our office for details.

Medicare Agent CRM we have designed a CRM for our Agents to use to keep track of their clients.  We have added the following features (Client Details (1: Notes 2: Policy Details 3: Provider List 4: Prescription Drug List 5: Appointments) we have also added a Calendar feature to see what your schedule looks like.  Call our office for details on how to sign up.

Fresh Lead Program:  Sales Agents dream about fresh direct mail leads coming in virtually every day.  The leads are added to your very own CRM.  Medicare Supplement Leads, Turning age 65 leads, Final Expense Leads, an inventory of overflow leads with huge discounts and the best news we co-op up to 50% of the cost of the leads for our heavy hitters.  Ask me about the 50/50 split!

Your very Own Website at No Charge!  Become a part of the Medicare Planz Office Team.  Create an instant presence as a Medicare Agent!  Includes BBB Logo and more.  A real hit with our agents.  Remember our agents are captivated not captive

Calendly Appointment Scheduler:  once you have signed up for www.calendly.com we will add to your website so that your clients can schedule an appointment that fits their particular schedule.

CSG Quote System:  Quotes for Medicare Supplements, Final Expense, Hospital Indemnity Plans, plus MAPD/PDP

Final Expense Medical Evaluation tired of looking at the maze of final expense plans trying to determine which plan provides the best option for your client based on age, face amount and health conditions.  Call us or go to Final Expense Medical Evaluation to schedule a quick call

MAPD member Data File:  Makes you an instant Medicare Advantage Authority.  We can’t tell folks who has the best or worst MAPD Plan but we can tell them who has the most popular plan in a county based on Membership Numbers.  Anywhere in the USA.  A great sales tool even drills down to carrier and plan specific, WOW!

MPZ Ecards (text or email):  Ecards are very popular with our agents!  The cards include your info and links to get you connected to your clients.  Thank You, Birthday, Christmas and other holiday cards that you can text or email to your clients including, Happy 65th Birthday and “It’s time for your Annual Medicare Review cards.  Tap into the card system at no charge to you.  Not real tech savvy!  No Problem we will train you.  Check out the cards at https://mpzcrm.com/ecard

Medicare Center Enrollment Platform:  One link to electronically enroll with all the major carriers for MAPD or PDP.  Check this out!  Text signatures and provider look up for all the major brands with one click!

Medicare Fact Finder – This fillable form is designed to ask the right questions to help determine which Medicare Advantage Plan will be most beneficial for your client.  Click submit to receive an email of the completed form for your records.  Includes drop downs for Providers and Prescriptions. Performs much better than the old scratch pad!

If you need help determining the correct MAPD Plan simply forward the emailed form to one of our Team Members.

Training for all Senior Market Products, how to sell and build the need for:  MAPD, Med Supp, Nursing Home Plan, Home Health Care Plans, Dental, Advantage Supplements, Life Insurance and once the sale is made how to electronically enroll virtually everything!  How to build relationships with Providers and more!