AgentaHub is a turnkey hybrid SaaS (Software as a Service) solution, designed by agents for agents, that combines powerful technology across the following:
- Customer Relationship Management (CRM)
- Medicare Plan Recommendation Engine (Automation)
- Business Metrics (Business Insights)
This has a tremendous impact for professional agents that sell Medicare plans. Through our research and deep understanding within our industry, agents are great at business operations and client communications, but struggle when it comes to efficiency. This is due to tedious manual and repetitive processes. Furthermore, since so much time is spent on reviewing data to recommend the best plans, it leaves little time to understand metrics and performance data to grow your business. Tracking all the information through third party CRMs and spreadsheets is a hassle at best, no matter how well organized any agent is. Let’s break down some of our main application segments to understand how they all combine to streamline the client onboarding process, and provide a better understanding of their numbers to maximize business opportunities.
Customer Relationship Management
CRMs have been around for a while now, and having a tool that can assist with tracking important customer interactions is critical. It helps agents stay organized, manage communications and opportunities in a consistent manner. Maintaining clarity and prioritizing opportunities that help you close business is critical for those that want to optimize processes by being smarter. This includes a clear record of leads and clients spanning a variety of digital communications such as notes, conversations, to dos, actionable next steps, and so on.
Imagine having a tool that can easily filter, sort, and surface the best opportunities at the right moment that can turn chaos into a streamlined pipeline for revenue. AgentaHub’s CRM technology has all of the core components that you would expect from a modern CRM solution, but it has been fine-tuned and simplified for agents selling Medicare plans. This means high usability with a low learning curve.
Features included in our platform:
- Customer Database – easily import or export contacts and organize them into groups such as leads, clients, and referral partners.
- Powerful Search – quickly search, filter and sort contacts in different ways such as: All, On Plan, In Pipeline, Referrals etc.
- Tagging – easily create tags to boost your searches and organize all your contacts with granular control.
- Interactive Kanban Board – quickly group and organize contacts by who needs attention to close more business. We’ve created a simple process flow as best practice with the following stages: Qualify/Eligible, Needs Analysis, Proposal, and Closed Deal.
- To Dos / Tasks – Organization through a simple system to take action on important next steps by highlighting tasks that are due.
- Calendar – Keep track of all your notes, annotations and to do’s in parallel to your calendar and schedule
All of the above core CRM modules keep your sales pipeline organized while saving you precious time.
Medicare Plan Recommendation Engine
With AgentaHub, the days of visiting multiple websites to do plan research are over! Powerful algorithms and automation tools merge important information across physicians, networks, prescriptions and their costs. Instantly recommending the best Medicare plans, individualized for each lead. AgentaHub takes the guesswork and tedious research out of your workflow to recommend the Medicare solution your client deserves.
Imagine the compounding time this would save with every prospect interaction over weeks, months, years?
Agents can view recommendations and make final adjustments to fit the needs of their clients in minutes rather than hours. Our smart engine compares details such as:
- Best matches based on Primary and Specialist Doctors in Network
- Alternative Health Providers outside of current Network
- Best prices on Prescriptions within local plans available
- Showcasing all recommended plans side-by-side with quality scores
AgentaHub works for you so you have more time to grow your business. Agents can leverage this enormous time savings to invest more into their business by focusing on lead generation, marketing, and or improving other operations within their business.
Business Metrics
AgentaHub was built after exhaustive Agent UX (user experience) research. Through our in-depth interviews, we learned that agents struggle to keep up with business functions such as networking, meetings with prospects, and tedious manual plan recommendations… This means little time left for working on growing their businesses.
AgentaHub intrinsically produces metrics automatically by extracting information from the CRM and plan recommendation engine to deliver insightful analytics. Our smart formulas designed by top-selling agents to produce real-time metrics that serve as indicators for the health of your business, automatically! No more manual tracking and convoluted spreadsheet formulas.
Here are some of the analytics and insights AgentaHub delivers to maximize your performance:
- # New Leads
- # Pending Deals
- # Pending Reviews
- # Scheduled Reviews
- # Approved Plans
- Closure Rates on Deals
- Year to Date Revenue
- Potential Revenue in Sales Pipeline
These powerful insights allow you to set growth targets that are measurable and realistic. While it is powerful technology, it is simple to execute. And, knowing your numbers allows you to focus on what’s most important to manage and grow your business.