Add Benefit Plan Signature Service with airSlate SignNow

Add Insurance Plan autograph

lisa here today i'm super excited because i'm going to introduce you to a system that we have available at medicare abc that can help you save lots of time and help you be way more efficient so dozens of agents are already using this technology best of all it's a no cost to you and it's approved by cms which is a great thing um with this platform and you can see that on your screen you can quote you can compare plans you can enroll your prospects here as well all in one place you can check the prospects medication to see coverage you can also search for providers in the network with the plans um you can also send your your prospect a scope of appointment so they can sign um via email or text message so yes text message they can also sign face to face so if you have an appointment you can just open this up compare the plans or explain to them the benefits here and everything and then you can send them the scope i created a profile here for a prospect and i'm on training mode so if you open this up send the scope you can send it via email if you're face-to-face you're gonna click on complete scope and if the person is let's say you have a person that's over the phone with you and you're doing the application but they don't have access to their email or even if they don't have um an email at all then you can have them sign by text you'll text us up here let's click on there and you'll fill out all the information in here and then you can just click on text super easy and they'll be able to sign now uh this is a great tool to have especially during the times we're living in um you can be selling over the phone for example somewhere as i mentioned and if your prospect you know doesn't have any other way to sign other than text message which is almost available to everybody then it's super easy to just have them signed that way um it's a great tool now to have and again a no cost to you you also have with this platform access to storage for 10 years of all your clients like the scope of appointments as required by cms they have to be stored for 10 years you will have your own personal url so let's go back to our prospect right here let's say they want to compare the plans on their own like they want to see um what they have available in their area so you can just click here action send personal url so this will be your own personal website um and then they'll be able to compare the plans i'm going to show you how that looks because i have my own website linked over to to my personal url so it's my website now i click on compare plans and this is what the prospect will see so they're going to come here put in their zip code see plans and prices now all right we're gonna skip here they're gonna see all the companies you're contracted with remember this is your website so they're not gonna be linked or sent anywhere else other than back to you so as you can see my phone numbers here over here all the way at the top as well if they click on get help they'll be linked back to you to your phone number they'll be asked to call you um and then they can um compare their medications add doctors see who's in network they can see all this this is how they they see your website when they open it open it up there the personal url and if you see it on your side looks like this okay so pretty similar all right and uh besides the personal url you also get access to um a professional email which is super important um during this time as well people want to make sure that you're legit and not a scam um so yeah so this is a great tool to have i'm super excited to to start using this we've been using it for just a little bit but this is a great tool you have everything in one place um if you have any questions you can give me a call you can send me an email or you can call me and we can set up a meeting at my office as well um i'll leave you all my contact information and i look forward to talking to you soon take care