Medicare Insurance specific sales automation tools including lead management, distribution, and aggressive lead follow-up through text, phone, e-mail and ManyChat
Automated database mining tools generate high-value prospect lists daily for your sales team including customers eligible for Open Enrollment, Part D, or Spouses turning 65.
Automate operational and administrative functions that allow you to fix costs and create scale
Integration with CSG Actuarial lets your agents price and compare quotes within AgencyStack
“One-Click” Carrier Policy Submissions reduces hundreds of hours per month in manual work
Make Profitable Business Decisions
Use World-Class Business Intelligence Tools to generate specific reports for every aspect of your business as it happens
Reconcile against Carrier data easily, efficiently and automatically
Amplify Performance With Customization
Our Engineers and Administrators are among the Top 1% in the industry and committed to customizing AgencyStack as needed to evolve alongside your business as it scales
Customizing your AgencyStack is not only welcomed but expected
All aspects of AgencyStack are fully configurable to perfectly match your Business Process
Our Support Team is available On-Demand which allows for abnormally fast turn-around times