CANANDAGUIA, N.Y., Sept. 17, 2024 -- Today marks a pivotal moment in the Medicare enrollment industry with the official launch of a brand-new enhancement to CareValue’s MedCareValue and MedicareValue360 platforms; a pre-enrollment survey designed to redefine how agents preform their Medicare consultations. With its innovative approach and cutting-edge technology, CareValue promises to make Medicare enrollments simpler, more transparent, and highly personalized.
The new survey integrates seamlessly with CareValue’s current platforms and helps provide agents with a comprehensive view of their clients’ Medicare options and helps beneficiaries make informed decisions to secure their upcoming Medicare enrollment.
Easy-to-use interface: Designed with simplicity in mind, beneficiaries can easily update their doctors, pharmacies, and prescriptions. Each stage of the process is intuitive and user-friendly.
Real-time oversight: Agents will be able to see the status of each survey they send, including what step of the survey their client is on in real-time. See that a survey hasn’t been completed yet? Simply resend the survey link to that client!
Send multiple surveys at once: With the Annual Enrollment Period coming up, agents can determine which of their clients may need an immediate review of their plans and send out multiple surveys at once- ensuring each client is ready for their consultation!
Scope of Appointment: One of the final steps of the survey is for your client to complete an electronic Scope of Appointment, helping you to stay compliant and observing CMS’ 48-hour rule.
“We are thrilled to introduce this new enhancement to the market,” said Brian Doyle, President, CareValue, “Our mission is to empower independent agents and help them provide best-in-class service to their clients. By embracing new technologies and constantly striving to be the best, we aim to provide superior technology and support that our agents can rely on every step of the way.”
The client survey for MedCareValue and MedicareValue360 is available for no additional cost to agents contracted with CareValue.
CareValue offers a suite of technology solutions to support independent agents, agencies, National Marketing Organizations (NMO), and Field Marketing Organizations (FMO). CareValue is actively engaging in contractual agreements in the Senior Insurance Market. Licensed insurance agents interested in getting their own free MedicareValue website are encouraged to call 1-855-888-8326 or visit us at CareValue.com/Get-Contracted.
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