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 Integrity™ – 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 Integrity™"

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 Integrity™ 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 Integrity™ 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 Integrity™ built in within the platform on the web and mobile versions

Discover what Ask Integrity™ can do for you and your business.

Call 888-622-9122 and be the first to know about Ask Integrity™.

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, includingUnitedHealthcare, Humana, Aetna, Elevance, Cigna and Wellcare, to give you up-to-dateinformation.*
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.

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
LeadCENTER

Start Getting Leads Today

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

October 2, 2023

Overview & New Feature Trainings

High-level overview and highlight the newest features of MedicareCENTER, including enhanced RX quoting, multi-location provider, Policy Management, SOA tracking, PlanEnroll profile linking, Ask Integrity and more!Multiple Dates: Monday, October 2 & 9 at 1 p.m. EDT Monday October 16, 23 & 30 at 11 a.m. EDT Select your date from the dropdown menu on the registration page.

October 3, 2023

Policy Management & Contact Management

Never miss a beat with your clients and prospects with reminders, activity logs, notes, custom tagging and stage filtering. View applications submitted and active polices in MedicareCENTER and from Carrier websites. Learn how Ask Integrity can summarize your contact’s key information. Register for multiple days:Tuesday, October 3 at 11 a.m. EST or Tuesday, October 17 at 11 a.m. EST Select your date from the dropdown menu on the

October 4, 2023

Quote, Enroll & HRA Training

New enhanced RX quoting, multi-provider search, Ask Integrity Specialist Recommendations, completing applications and HRA. Carrier overview of enrollment and HRA availability. Register for multiple dates:Wednesday, October 4 at 11 a.m. EDT or Wednesday, October 18 at 11 a.m. EDT Select your date from the dropdown menu on the registration page.

October 10, 2023

Call Recording & eSOA Tracking

Record, store and listen to recorded calls. Learn how Ask Integrity provides call recording summaries. Prepopulate eSOA and track with 48-hour rule. Register for multiple days:Tuesday, October 10 at 12 a.m. EDT or Tuesday, October 24 at 11 a.m. EDT Select your date from the dropdown menu on the registration page.

October 3, 2023

Ask Integrity “AI”

Digital assistant that’s with you, wherever you are to make client meetings more effective! Client Information Summaries, Call Summaries and Specialist Recommendations. Register for multiple days. Tuesday, October 3 at 3 p.m. EST / Thursday, October 5 at 11 a.m. EST Tuesday, October 10 at 11 a.m. EST / Thursday, October 12 at 2 p.m. EST Select your date from the dropdown menu on the registration page.

October 5, 2023

PlanEnroll Personalized URL and Profile Linking

Educate your prospects on their Medicare options. Clients can quote and enroll on your PURL. Profile Linking allows your clients to share their prescription drugs. View your updated call scripts with product counts. Register for multiple days:Wednesday, October 11 at 11 a.m. EDT or Wednesday, October 25 at 11 a.m. EDT Select your date from the dropdown menu on the registration page.

October 5, 2023

LeadCENTER Custom Marketing Pieces

Create and send PlanEnroll branded direct marketing campaigns. Select from a variety of mailing pieces, customize with your contact information, and select geography, age and income level for distribution. Register for multiple days:Thursday, October 5 at 2 p.m. EDT or Thursday, October 19 at 11 a.m. EDT RSVP and attend our webinar for a chance to win $100 LeadCENTER voucher to be applied to future lead purchases.*If you

October 5, 2023

LeadCENTER Health & Life Leads

Purchase life or health leads by state or county. Create Realtime campaigns, call or data, to connect with consumers in real-time. Health leads automatically transfer to your MedicareCENTER account for quick quoting and enrollments. Listen and store your health lead call on your MedicareCENTER account. Register for multiple days:Thursday, October 12 at 11:00 a.m. EDT or Thursday, October 26 at 11:00 a.m. EDT Select your date from the

October 10, 2023

2:00 pm3:00 pm

CSG Overview Training

Quote Med Supp & Ancillary Products. Learn how to cross-sell Hospital Indemnity to your Med Adv clients this AEP. View Medicare demographics and enrollments by state and zip code. Tuesday, October 10 at 2 p.m. EDT

October 4, 2023

CSG E-Application Training

Submit your Med Supp e-Apps for AARP/UHC Aetna, Allstate, Elips/Lumico, Medico, Mutual of Omaha, Heartland National, WoodmenLife and others. Register for multiple days:Wednesday, October 4 at 2 p.m. EDT or Wednesday, October 11 at 2 p.m. EDT Select your date from the dropdown menu on the registration page.

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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