Agent Gateway What it does

Page history last edited by Craig Ritter 1 yr ago

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  • Generate Appointment Paperwork "On-Demand"

    • Your Appointment paperwork is Pre-Populated

    • Download and Print Appointment data "on demand" 24/7

  • Medicare Quote Engine

    • Easily Compare Medicare Advantage, Medicare Supplement, Final Expense in a few Clicks
    • Side by Side Comparion of 2008 and 2009 Medicare Advantage Plan Data

    • Make sure your Portfolio is Competitive!

    • Long Term Care Quote request

      • Use the Medicare Quote Engine to start the LTCi quoting process

      • Our team of Underwriters will consult with you, evaluate carrier options, make recommendations, provide the quotes and sales support.

  • Agent Services

    • Submit and track personalized services like:  Supply Orders, Commission Issues, Enrollment Issues and General Questions

    • View a Complete History of Issue Resolution

    • Automated E-mails Update you when Actions are taken or when we require additional information from you or the carrier

  • Carrier Appointment Data 

    • View Information on your Carrier Appointments with Ritter Insurance Marketing

    • View Appointment Status, Agent Number, Commission Level, Certification Status (as Verified by Insurance Company), Resident and Non-Resident Appointments and Advance Amounts

    • View Appointment Data on your Downline

    • Track your ID and Password with each Carrier for easy reference

  • Lead Management System

    • Maintain your Leads and Clients hosted in our CRM

    • Track Name, Address, Phone, E-mail, Date of Birth, County, Lead Disposition, Next Step Dates, Current Product, Current Carrier, Appointment Date, Date Sold, Product Sold, Company Sold.

    • Sort Leads by Current Disposition:  All Leads, Active Leads, Pended Leads, Bad Leads and Sold Leads.

  • Maintain Your Contact Information

  • Change Your Password

 

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