Your Shop Desk
Medicare Advantage and Supplement · Custom Shop Desk CRM

A Custom CRM for Medicare Insurance Agents

For agents who sell Advantage and Supplement plans and live by the calendar. Yours would track every Part B start date, keep scope forms with the appointment and bring each client back for a yearly review.

Start your project See desks we built
A Shop Desk set up the way a medicare advantage and supplement business would run it
A Shop Desk set up the way a medicare advantage and supplement business would run it

Shown: Crescent Harbor Insurance, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Medicare Advantage and Supplement Words

Every Medicare appointment moves down the same line. We name each stop the way your crew already does.

  1. 01New Lead
  2. 02Scope Signed
  3. 03Appointment
  4. 04Plan Review
  5. 05Application
  6. 06Enrolled
  7. 07Annual Review

A Medicare appointment on your desk hangs off the beneficiary.

So the card asks for what you actually need, and nothing a medicare advantage and supplement business would never fill in.

  • Turning 65 or Part B start date
  • Current plan
  • County and zip code
  • Scope of appointment on file
  • Plan type chosen
  • Best time to call
Where it leaks

Where Medicare Advantage and Supplement Businesses Lose Work

Turning 65 Leads Found Too Late

A prospect's window opens and closes while their card sits in a pile. By the time you call, a mailer or another agent got there first.

Fall Enrollment Buries Follow Up

The busiest weeks of the year leave no time for the people who said call me later. They pick a plan with someone else before you circle back.

Clients Switched by Another Agent

A client you enrolled hears a pitch on TV and moves plans. Nobody checked in with them that year, so you learn about it from a cancellation.

What we would build

Fitted to How You Already Work

  • Birthday and Part B Date Tracking

    Every prospect carries the date their window opens. The desk lines them up by month so you reach out on time, not after the fact.

  • Scope Forms With the Appointment

    The signed scope of appointment and the date it was signed sit right on the appointment. You set the timing rules and the desk shows what is missing.

  • Reminders Seniors Can Read

    Big clear text, the day and time spelled out and a number to call back. Family members you list can get a copy if the beneficiary says so.

  • Consent Rules Set With You

    We set up consent, opt outs and who can see what with you and your upline. The desk keeps the records you choose to keep.

Start your project

Questions

What Medicare Advantage and Supplement Owners Ask

Can it keep track of scope of appointment forms?
Yes. Each appointment has a place for the signed scope and when it was signed. You can see at a glance which upcoming meetings are missing one.
Can a son or daughter be on the record too?
Yes, with the beneficiary's okay. We can add family contacts and set what each one gets, so a daughter can get appointment reminders without seeing everything.
Does it know the Medicare marketing rules for me?
We do not give compliance advice and we do not promise the desk makes you compliant. We build the consent, opt out and record keeping steps you and your upline say you need, and the desk follows them.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

More in Insurance

All 150 industries

Tell Us How Your Medicare Advantage and Supplement Business Runs

We will tell you honestly what a desk fitted to it would take.

Start your project