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AgentaHub Features

Boost your productivity with our carefully crafted features

AgentaHub helps you unlock productivity to a brand new level. Track all of your Medicare sales opportunities within one simple centralized hub.

An elder lady smiling and pointing at a computer screen
An elder lady smiling and pointing at a computer screen

Designed to meet the modern needs of today’s agents selling Medicare Plans.

AgentaHub’s platform was designed to meet the modern needs of today’s agents selling Medicare Plans.

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Feature Spotlight

Plan Recommendation Engine

Find the plans that cover a client's doctors and has the lowest drug costs.

Using client information collected by a simple and intuitive form, Agentahub’s Plan Recommendation Engine uses a powerful algorithm to match and rank clients with the right Medicare plan.

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Online Collection Forms

Collecting information from prospects and existing customers has never been easier. Our system forms allow you to quickly and safely collect information that is used to develop and recommend plans.

Client data collection form UI

Agent Dashboard

Log in to a beautifully crafted dashboard specially designed for agents that sell Medicare solutions. Everything is pre-configured to maximize full visibility into actionable steps and knowing what to take care of next.

Projection chart UI

Kanban/Card View Pipeline

With AgentaHub, you’ll have full visibility for your customers across the entire sales cycle, so you can stay on top of what matters easily and effectively. Our visual pipeline will keep you on track at all times.

Kanban UI mobile screen

Insights and Reporting

Don’t worry about deep diving and creating reports, our platform provides best practice metrics and analytics that measure performance. Making informed decisions has never been easier as our system tracks important KPIs.

Report card UI

Task and Activity Tracking

Track tasks and action items and communication history in one centralized system to have full visibility and control of your pipeline. Now you have a system that helps you stay on top of details to close more deals.

Task card UI

Features By Category

  • Dashboard
  • Key Performance Indicators
  • Revenue Projections
  • Closure Rates
  • Today’s Events
  • Weekly Tasks
  • Activity Timeline
  • New Leads Statistics
  • Add a New Contact
  • Quick Search for a Contact
  • Lanes for Each Sales Stage
  • See Client Details and Dates
  • Customization of Stage Names
  • Drag-and-Drop Contacts Between Stages
  • Important Dates for Contact
  • Upcoming Tasks for Contacts
  • Revenue by Weekly, Monthly, and Year-to-Date Amounts
  • Client Reporting Including Total and New Clients
  • Revenue Projects including Closure Rates, Renewal Rates, New Leads, and more
  • Referral reporting Including New Referrals and Top Referral Ambassadors and Champions
  • Lead and Client Management
  • Manage Contact Information
  • Setup Meetings with Contacts
  • Add Tasks to Any Contact
  • Add Activity for Any Contact
  • Plan Proposal Creation and Sending
  • Add Contact Medical Information Including Doctors, Medications and Pharmacies
  • Plan Recommendation Engine to Match Clients to the Plans

Start Your Subscription Today

Sign up today to start transforming your business. AgentaHub deliver features that help you close new business faster and leaving you with more time to engage with customers.

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