Our powerful technology will automatically assign “Switcher” tags to clients in an agent’s MedicareCENTER CRM who may be candidates for switching plans, signifying who the agent needs to prioritize sales calls with. “Cross Sell” tags will also be assigned to clients with coverage that may not be meeting all their needs, showing agents which customers they have cross-sell opportunities with.

Multiple tag options are available and can be searched and filtered, helping agents easily find clients in the CRM based on lead source and plan type, as well as “Switcher“ or “Cross Sell” recommendations. Agents can even create their own tags to help keep their book of business organized!

Learn more about MedicareCENTER: https://www.newhorizonsmktg.com/lp/me...

⭐WHO IS NEW HORIZONS?⭐
A Field Marketing Organization (FMO) that believes in integrity, respect, family, service, and true partnerships – that’s what New Horizons Insurance Marketing is all about.

As a senior market FMO (also referred to as an IMO or NMO), we believe in the power and strength of the independent insurance agent specializing in the senior market. With over 10,000 baby boomers turning 65 every day, we have an enormous opportunity to educate and serve senior consumers.

Why us?: https://www.newhorizonsmktg.com/why-u...