How Agents Can Thrive in the New COVID World

For agents, this AEP season has been like no other. With social distancing recommendations still the norm, not being able to do in-person meetings with your clients has been a challenge. But now more than ever, the role agents play in protecting people and communities is vital. And despite these hurdles, our CareValue agents have all the digital tools they need to be successful even in these uncertain times.  

Video Conference Platforms

Meeting face-to-face digitally has made building customer relationships easier with the help of video conferencing platforms. We help make the learning curve for agents easier with our online resources for each of these tools:   

• Zoom
• Skype
• Cisco webex
• Google Meet
• Facetime

State-of-the-Art Customer Relationship Manager (CRM)

Agents contracted with CareValue get free access to online enrollment tools and electronic quoting technology within AllRep that helps streamline business processes.

Staying on top of your leads and existing clients needs has never been more crucial. AllRep helps you manage contacts, submit online enrollments, monitor application statuses, send quotes electronically, and monitor your commissions—all without ever having to leave your office!

Secure Information Protection

Transitioning to a digital world, it's common for clients to be concerned about the safety and security of their private information. With CareValue’s secure email system, you stay compliant and can ease your clients concerns that their sensitive information is protected.

Online MedicareValue Site

As a CareValue agent, you can have your own MedicareValue site for your clients. Using links to your personalized site (SEAL) is an important tool to take advantage of. From your site, your clients can do their upfront homework, review some of the plans on their own, and do some comparison shopping to find a plant that fits their needs. You can also send them direct links to plans that you think would be beneficial for them to review.

These are just some of the digital tools and resources CareValue offers to help agents simplify and streamline their customers’ experiences in the post-pandemic world