agents can increase their sales through technology

How Agents Can Increase Their Sales Through Technology

Western Marketing agents and brokers can increase sales through technology by using an assortment of top quoting tools at no cost.

MedicareCart Enrollment Platform

MedicareCart gives you access to the leading carriers in Medicare Advantage, MAPD plans, Prescription Drug Plans, and Medicare Supplements. This technology allows you to connect with consumers virtually. 

Every agent gets their own specific URL, which allows your clients to enroll at any hour. You can paste your link on your website and social media pages for further reach. Any viewers can shop and enroll themselves. 

Blue button integration allows you to pull the client’s prescription information from so you can find the products that will best serve their needs. Texting capabilities even let your clients sign up and submit their forms from links sent directly to their phones. 

The ease of this product brings accurate plan pricing and out-of-pocket cost estimates directly into your clients’ hands, with little work needed on your end.

CSG Actuarial Quoting Tools and E-apps

The CSG Actuarial Senior Market Tools Suite gives you the ability to run instant quotes for Medicare Advantage, Medicare Supplement, Hospital Indemnity, Dental, and Final Expense. 

AdviseRightⓇ Annuity Platform

AdviseRightⓇ gives you a Needs Determination tool to collect information about your client’s financial situation, risk tolerance, and goals. The system is then able to suggest products that fit your client’s needs. When you select a product, the E-application will load pre-filled based on the information you collected in the Needs Determination stage. Simply fill in the remaining information, and the application will be sent directly to the carrier.

This platform is also driven with Less Annoying CRM to make the data entry process hassle-free.

Annuity Rate Watch

Annuity Rate Watch gives you access to lifetime income rider comparisons. FIA hypothetical calculators and side-by-side comparisons are also at your fingertips with this handy quoting tool.

iPipeline Life Quoter and E-apps

The life insurance sales tools from iPipeline lead the industry with innovative technology to find the best match for your clients. Its Term Life and Guaranteed Universal Life quote engine do the hard work for you. The iGo E-apps are also available for most of our major life insurance carriers and will take your business to the next level.

Consumer Life Quoting

With the consumer-facing quote engines from Consumer Life Quoting, you can sell Final Expense and Term Life Insurance hands-free. Your consumers can shop, quote, and start the application process directly from your website.

To learn more about how to increase sales through technology as an agent, reach out to us today!