CRM & Agency Management System
For agents that want a CRM that integrates directly with Simply Enroll (Sunfire), we’ve partnered with MedicarePro! This CRM has been built specifically for the independent Medicare agent, so it’s definitely worth checking out!
To get our exclusive discount, sign up here.
Websites & Digital Marketing
BrightFire is our preferred digital marketing provider. They offer beautifully designed websites, lead generation, local search engine optimization, review generation, social media marketing, and pay-per-click (PPC) advertising.
All of these services are supported by their experienced staff of insurance digital marketing experts. You can learn more and get our exclusive discount here.
Registered Social Security Analysts
RSSA® is a turn-key Social Security education, technology, marketing, and support program to help you build a sales funnel, fill seats at events, and open the door to organic Medicare and Wealth Management sales opportunities.
Click here to get our exclusive discount.
CRM & Agency Management System
AgencyBloc is an agency management system for life & health insurance agencies. You can manage prospects, clients, policies, agents, carriers, and more in an industry-specific CRM built with your needs in mind.
You can learn more about our partnership and exclusive discount here.
Voice, Text Messaging, and Meetings
Intulse is a business phone system for life & health insurance agencies. You can make phone calls, send text messages, and host meetings from your favorite devices.
Features such as call and text messaging logging and call recording help keep your agency compliant. While other features such as CRM (AgencyBloc, Salesforce, Hubspot, and many more) integrations improve your efficiency and save your time.
Learn more about this partnership and the exclusive discounts available to our agents here.
Cybersecurity Platform
Cyberfin provides a simple, all-in-one cybersecurity solution and compliance service for insurance agencies.
A lot of independent brokers think “I’m not a huge corporation; hackers don’t care about me.” This couldn’t be further from the truth. If you don’t have a proactive, layered cybersecurity solution in place, it’s time to get serious about protecting your company’s data.
You can learn more about our partnership here.