Third Party PDP Quoting Tools

[m10509]

I use connecture and didn't have any issues "today".

What's the monthly cost? How do you sign up, I'll listen to the video later thanks

 

[Chazm]

What's the monthly cost? How do you sign up, I'll listen to the video later thanks

Im not sure what the cost is. A lot of FMOs give it for free now. I use Gordon and it's free.

 

[goillini52]

What's the monthly cost? How do you sign up, I'll listen to the video later thanks

Most FMO's offer Connecture for free.

 

[DonP]

The downside of Connecture is if you move IMO's you can't transfer your clients info to another Imo with Connecture.

 

[kgmom219]

The downside of Connecture is if you move IMO's you can't transfer your clients info to another Imo with Connecture.

Oh that sucks. Big time.

 

[kgmom219]

Quite a few (most?) of my clients have a MyMedicare account. Very few have or use the Medicare Blue Button.

A recent report indicated "over 1 million" Medicare beneficiaries use the Blue Button.

That's less than 2% of Medicare beneficiaries. Blue Button has been around for 10 years or so. The participation level is underwhelming.

I don't even know what the blue button IS.

Most of my clients don't have an account, until I tell them to get one, usually to verify COB info.

My mom has one. Don't tell her. I use it to play and see how it works. BAHAHAHAHA

 

[goillini52]

The downside of Connecture is if you move IMO's you can't transfer your clients info to another Imo with Connecture.

I found this on Connecture's site.

"Easily convert leads to customers with CRM integration.
View your entire lifecycle from sales to enrollment across all distribution channels on one platform when you integrate your SalesForce CRM. One easy-to-use platform to access and manage contacts and customers."

I'm terrible with technology, but that sounds to me like if you integrate Connecture with your CRM, your CRM will contain all the info. They specifically mention SalesForce. I have RadiusBob and I'm not sure if they do(I think they do), I know they can integrate some things like CSG and FexQuotes.

 

[somarco]

I don't even know what the blue button IS.

CMS Blue Button 2.0

Way to access your info via your smartphone. If you don't have a lock screen don't lose your phone.

 

[kstein]

I found this on Connecture's site.

"Easily convert leads to customers with CRM integration.
View your entire lifecycle from sales to enrollment across all distribution channels on one platform when you integrate your SalesForce CRM. One easy-to-use platform to access and manage contacts and customers."

I'm terrible with technology, but that sounds to me like if you integrate Connecture with your CRM, your CRM will contain all the info. They specifically mention SalesForce. I have RadiusBob and I'm not sure if they do(I think they do), I know they can integrate some things like CSG and FexQuotes.

They want about 40k for a mid size agency to sync with your crm....

 

[goillini52]

They want about 40k for a mid size agency to sync with your crm....

OUCH!!!