Medicare Leads
Choices in this section include:
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Dashboard
Get an overview of your individual Medicare leads, opportunities, and tasks. Access Lead and Opportunity reports to track and maintain potential and existing member records. -
Leads
Access a complete list of all your leads – prospects and members. Create new leads for new clients or access existing ones and view a detailed history. -
Opportunities
Monitor your opportunities tied to your leads and track their progress through every stage. View or edit opportunity details, track application statuses, send literature, and more. -
Task and Events
See a complete view of upcoming and completed tasks and events from your opportunities. Filter these by type, date, and status to manage sales activities efficiently. -
Reports
Access reports to manage your individual Medicare prospects and members. View your full book of business including current/future enrolled, termed members, and pended applications.
