MedicareCENTER

MedicareCENTER

A More Advanced Agent Experience

Say hello to a powerful, easy-to-use system built to help you serve clients better, boost your production and take control of your business. Life as an agent just got better!

Bring your business with you wherever you go with our powerful, FREE solution right on your smart phone.

Compliantly manage clients, compare plans, get quotes, electronically enroll clients, and more — all from one convenient and efficient platform.

You’ll have instant access to game-changing technology, including:

  • Comprehensive CRM
  • Ask Integrityâ„¢ – the first-in-the-industry, AI-powered digital assistant for agents.
  • Full Quote & eApplication
  • Scope of Appointments
  • CMS-Compliant Call Recording
  • The MedicareCENTER Mobile app is available
  • Personal Agent Number & Website
  • Real-Time Leads
  • Push Notifications
  • Video Chat
  • Client & Product Recommendations
  • Policy Management

NEW!

Introducing "Ask Integrityâ„¢"

Discover the first-in-the-industry, AI-powered digital assistant for agents.

You need technology that can provide important client information no matter where you are, while ensuring the security of all client data.

Ask Integrityâ„¢ seamlessly integrates data analysis and powerful intelligence to provide on-demand access through MedicareCENTER and the Mobile App while helping agents create deeper connections with clients and delivering optimal coverage recommendations. And and it's completely free for registered users!

Ask Integrityâ„¢ Offers:

  • Client Information Summaries to help you to know every client better, no matter how long you have worked together
  • Call Summaries to easily review previous meetings and help you prepare for the next client interaction
  • In-the-moment AI Prompts like Specialist Recommendations personalized to client history and preferences, so you can find the right plan for each situation
  • MedicareCENTER now has Ask Integrityâ„¢ built in within the platform on the web and mobile versions
Ask Integrityâ„¢ AI

Discover what Ask Integrityâ„¢ can do for you and your business.

Call 888-622-9122 and be the first to know about Ask Integrityâ„¢.

Policy Management

Policy Management in MedicareCENTER makes it easier for you to serve your clients at all stages of enrollment.

MedicareCENTER’s Policy Management gives you at-a-glance policy information so you canwork more efficiently, manage your day and serve your clients better.

Policy Management empowers you with:

  • Policy Snapshot – quickly see enrollments by status to track client progress: Declined,Applied and Issued
  • Benefit Summary – access a snapshot of benefits for a client’s plan at time of enrollment,including drugs available and doctors in network so you can answer their questionsaccurately
  • Enrollment History – view client’s plan history to better understand their needs.
  • Carrier Integration – current policy status is imported from carriers directly, including UnitedHealthcare, Humana, Aetna, Elevance, Cigna and Wellcare, to give you up-to-date information.*
MedicareCENTER Policy Management

Get this powerful new resource, right in MedicareCENTER.

Call 888-622-9122 to learn more about MedicareCENTER's Policy Management.

LeadCenter

Real-time Leads

Acquire and manage leads more simpler than ever before with LeadCENTER – available exclusively to Integrity Partners and their contracted agents, advisors and agencies.

LeadCENTER on iPad - Real-time Leads

Timely leads are important to your success as a Medicare agent. That's why we're so excited to share that LeadCENTER now connects with your CRM in MedicareCENTER, allowing you to set up campaigns and have quality leads delivered right to your account -all at the flip of a switch!

All it takes is a few quick steps to get the leads you need - delivered when and how you want. You're in control!

  • Follow prompts in MedicareCENTER to set up campaigns in LeadCENTER
  • Check-in with the flip of a switch to start getting leads - exactly when you're ready
  • Choose lead types and sources based on your unique business
  • Get real-time leads delivered right to your MedicareCENTER account

Start Getting Leads Today

Promotions from the LeadCENTER

Call Recording

Looking for a smart and simple solution to the latest CMS rule? MedicareCENTER has you covered with a powerful and easy-to-use Call Recording feature.

MedicareCENTER’s Call Recording feature is available for you to use! Gear up for your most successful AEP yet with the powerful solutions available in MedicareCENTER. It’s easy to use and completely FREE!

Not a MedicareCENTER user yet? Join thousands of agents who have already made the switch — talk to your marketer today!

Only at MedicareCENTER.com

  • Seamlessly record all your inbound and outbound client calls
  • Easily link calls to both new and existing client contact records
  • Store recordings automatically and securely for the full 10-year period required
  • Download calls anytime, from wherever you are working

Get Call Recording in the MedicareCENTER

MedicareCENTER Mobile App

Everything you love about MedicareCENTER in the palm of your hand!

Bring your business with you wherever you go with our powerful, FREE solution right on your smartphone.

With the latest MedicareCENTER Mobile App update, you now have the opportunity to seamlessly record and store in-person conversations with your clients - an extra perk you can choose to use when and where you want!

You’ll have instant access to game-changing technology, including:

  • Comprehensive CRM
  • Full Quote & eApplication
  • Scope of Appointments
  • CMS-Compliant Call Recording
  • Personal Agent Number & Website
  • Real-Time Leads
  • Push Notifications
  • Video Chat
  • Client & Product Recommendations

Bring your business with you wherever you go with our powerful, FREE solution right on your smartphone.

With the latest MedicareCENTER Mobile App update, you now have the opportunity to seamlessly record and store in-person conversations with your clients - an extra perk you can choose to use when and where you want!

MedicareCENTER Mobile App

Download from the App Store or Google Play today!

FREE Personal Agent Website (PURL)

Every agent with a MedicareCENTER account receives a free, client-facing website for consumers to quote and enroll themselves. Consumers can enter their doctors, prescription drugs and preferred pharmacy to run a Medicare Advantage or PDP quote and do an enrollment.  Send your personalized link to the client to get them started with shopping for plans. Don't worry, you will get credit if the consumer enrolls in any of these plans.

Medicare CRM

Simplified CRM

Client Relationship Management

  • Simply manage clients electronically, on any device!
  • Track clients regardless of enrollment or quoting system
  • Create a new client with just email or phone number
  • Plan communications and next steps

Get Prepared for AEP!

Upcoming MedicareCENTER Webinars

CSG APP – Feature Focus Training: Fill MA Coverage Gaps with Hospital Indemnity

Monday, December 9 at 11:30 a.m. EST

LeadCENTER | New User Training

Monday, December 9 at 2:00 p.m. EST Integrity offers Life and Health agents access to high quality, compliant leads at an affordable cost. This webinar is designed for new users to provide a high-level overview of the different lead types available, how to order and receive leads, and manage the leads in LifeCENTER and MedicareCENTER

Tech Tip Tuesday: Purchase Leads by Lead Vendor

Tuesday, December 10 at 10 a.m. EST and 12:00 p.m. EST

CSG App | New User Overview Training

Tuesday, December 10 at 2:00 p.m. EST CSG Actuarial’s suite of quoting tools and market data is free for Integrity agents. Learn how the CSG APP can be used alongside Integrity Technology to quote Medicare Supplement and ancillary products. We will highlight resources and tools to help agents better understand the Medicare market and strategize lead and marketing opportunities.

LifeCENTER | New User Training

Wednesday, December 11 at 11:00 a.m. EST Get familiar with all LifeCENTER features, including how to create and manage contacts, add health information and conditions to client profiles and quote and enroll for Final Expense. LifeCENTER access includes free call recording, email marketing and text messaging! Plus, agents receive their own personalized PlanEnroll agent website.

Tips for Successful Lead Management

Thursday, December 12 at 11:00 a.m. EST Leads purchased in LeadCENTER seamlessly flow into Integrity’s MedicareCENTER and LifeCENTER platforms so you can easily connect and manage your leads. Learn how you can utilize Contact Tags and Reminders for lead management and follow-up. Free call recording, text messaging and email marketing campaigns are all built into the platform to help you stay connect with leads and close more sales.

CSG APP – Feature Focus Training: Med Supp Competitive Carrier Heat Maps

Monday, December 16 at 11:30 a.m. EST

Tech Tip Tuesday: Benefits of Becoming a PlanEnroll Network Agent

Tuesday, December 17 at 10 a.m. EST and 12:00 p.m. EST

Post AEP Game Plan to Stay Connected with Clients

Thursday, December 19 at 1:00 p.m. EST MedicareCENTER has several built-in features to help you stay connected with your clients and increase your retention. From Ask Integrity Cross-sell Recommendations, Enrollment Thank You Email and Text Marketing Campaigns to Legacy Safeguard Memberships and PlanEnroll Profiles, there are several opportunities to stay engaged.

I had a customer walk in to the office today. He aged into Medicare in August and had not made any choices. He wrote a UHC Plan #1 policy for a 10/1 effective date with me. I used the MedicareCENTER to enroll him and it was a breeze. I looked up the doctor and drugs with no issues and even printed the application. This was the first time I used it and am confident that all TMG agents will be able to do it.

Ronnie James TMG

Ronnie

Training Director

MedicareCENTER 2.0 Product Training - Contact Management System

Ready to learn more about what’s new in MedicareCENTER?

Get Access Now

Get started

1. Become a Medicare Agent Partner

The first step is to become a partner with Tidewater Management Group | An Integrity Company.

2. TMG Will Review Your Request

We will review your request and either approve or contact you about your request. Once approved, you will be registered and sent your login credentials. If you want to expedite the approval, you can call your agent support specialist. 888.622.9122

3. Training (Optional)

You can schedule one-on-one training with one of our Agent Support Specialists or you can find a comprehensive webinar and training documents to review on your own.

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