Need to manage a lot of clients Rx lists? Automation has finally arrived!

Agents asked us to build it so we did! A Rx only automation tool to gather or manage clients prescription lists and save time.

Now we offer two automation tools (PURLS; personal url)

One for Rx only and one for MAPD plans.

Today’s independent Medicare agents face quite a challenge when it comes to managing a large book of clients and still trying to grow their business.?

Because there are so few of us and we are so busy handling so many existing customers and new business referrals time becomes a precious commodity.?

Our agent subscribers to the Search & Save Medicare system and CRM came to us with an idea to see about saving time in the Medicare selling and client management process.?

This idea would give an online tool that would allow clients & prospects to enter their own information through a series of questions using a PURL (personal URL) branded to their agency.

We built two separate PURL types for agents to use.????????????????????????????????????????????????????????????????????????????????????

An Rx only PURL and a MAPD PURL.?

This will allow agents to use these tools to fit the situation they may find themselves in when working with a new client (to gather initial information) or an existing client (to update information previously obtained.)

The PURL tool gathers the information from a questionnaire sent to the client and connected to your Search & Save Medicare system & CRM account.

If using the Rx only PURL it will build or update the Rx list and pharmacies, create or update the client’s profile, and run an updated quote for you.

If using the MAPD PURL it will build or update the Rx list, pharmacies, providers, and?create or update the client’s profile, and run an updated quote for you as well.?

The system would then notify you (the agent) by text, email and system alert that a new prospect was entered or existing client information was updated into your Search & Save system for follow up.

PURL tools have been offered by carriers in the past. Making the PURLS work with a Medicare quoting & enrollment system & CRM that was not connected to a specific carrier didn’t exist until now.

So how long does it normally take you to gather the information from a new prospect or update information for an existing client??30 min? ?An hour or more??

How much does it cost you, not only in sales time, but in actual dollars spent when having to hire a person to help you manage a large book of clients?

Now, you can let “PURL” gather that information for you and create or update the client data.

It is like having another employee working for you at a cost of just $1.66 per day!

Our PURL tool will help you so much in managing a book of Medicare clients year round and especially at AEP!

PURLS can also help you grow your business.?

Here are some examples:

Send a PURL to the referral client that just called you.

You save time as they fill out the questionnaire.?Submit it.?It goes into your system.?Builds the profile, runs the quote and alerts you when it is done.

Give your PURL to the HR people at the groups you sell to.

They give the PURL to the retiree.?

Give a PURL to financial planners, tax preparers, pharmacists, PCP”s or Specialists offices, P&C agents, Anyone who refers you business.

They explain to the prospect that this is the first step in getting a review from you on their Medicare plan is to fill out the PURL questionnaire.

You save time and give your network connections a way to refer clients to you easily and professionally.

If this sounds like the kind of tool you have been looking for then do the following.

If you are not a subscriber to the Search & Save Medicare system & CRM go to

https://my.searchandsave.org/register/ to begin a 30-day free trial of the system.

If you are currently a subscriber to the Search & Save Medicare system & CRM please watch the “How to Create a PURL” video located in the “Help Videos” section of the system.

Questions??Call me at 800-283-0040 ext 110