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Integrity Marketing Group has the Medicare Center as mentioned. The platform also doubles as a CRM, but I keep a duplicate client database in Excel just in case. It works great with people that have a cell phone and/or computer and are minimally tech savvy.
One of the shortcomings with the platform is when you're meeting with someone face to face. They can sign their actual application, but the SOA has not been designed where they can also sign it in-person. It they don't have their cell phone with them, or if they don't have one (yes, we know the poorest of the poorest has one these days), you have to do a paper one, scanned and uploaded.
I also wonder should you decide to move contracts away from Integrity, could they or would they pursue those clients in that database you built. You cannot delete clients on it, you can only modify their information. And if there's some sort of mixup (such as using the spouse's cell or email to sign up the other spouse), you as the agent cannot delete them and start over again. Some food for thought on accepting this convenience tool.
If I were to do face to face as a buis model I would always have paper copies of generic Scopes on hand always
My business model is flexible though much is skewed to online. I was making reference that the the platform isn't flexible enough to go either way on the SOA, but does on the actual application, specially now where SOA's don't have to conform to the silly 48 hour prior to the appt rule.
I get your point, but I think you're missing my point Vic, which is a very subtle nuance about the platform. And, I agree is of no great concern as you have expressed, but just inconvenient, and, a small glitch in the platform to my way of thinking.
So, I have met with people in person, and at that point you cannot complete a scope on the spot digitally. So, have to do a paper scope, scan it, and uploaded to the platform which can be done after you submit the app. Yes, it's old hat, but just inconvenient. And the point is that you can complete the app digitally in person, but not the SOA, which frankly doesn't make sense to me.
The bigger concern with the platform is what I had mentioned in my prior message, is that you don't "own" that information. Integrity and it's cohorts do, and as long as the marriage hasn't strayed too far from honeymoon bliss, everything is lovey-dovey, but if you get a divorce how is that data handled? That's why i have a duplicate CRM, a la old style Excel spreadsheet.