MedicareCENTER Tip: Custom and SEP Tags in CRM
Knowing which clients to call — and when — is important to building your business. MedicareCENTER can help with auto-assigned and custom Tags in Contact Management!
Tags are easy to use, can help you prioritize the actions you take with your clients, and are available on the Medicare Mobile App and at MedicareCENTER.com.
Our latest addition — the “SEP” Tag (Special Enrollment Period) — is automatically applied to any clients in your CRM who may be eligible to enroll through December 31, 2022, due to living in a natural disaster area.
Other auto-assigned Tags, such as “Cross-Sell” and “Switcher,” can help you identify which of your clients you may have cross-selling opportunities with and which clients have plans that might change benefits, indicating a likely candidate for switching plans. These technology-driven insights are just what you need to keep reaching your AEP goals!
You can also quickly and easily create your own custom Tags based on how you like to organize your clients or who you need to check in with. For example, a “Welcome 2023” Tag could be created to flag your new clients you need to check in with after the enrollment period to help them understand their benefits.
Click below to download a step-by-step tip sheet to use as a quick reference on Tags in Contact Management, available on MedicareCENTER.com and the MedicareCENTER Mobile App.
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