You're just One Step away to elevate your success as an independent insurance broker in the dynamic world of Medicare Advantage, ACA, and Supplement Insurance

Platinum Agents CRMComplete the form to Sign up

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Meticulously designed CRM by a Medicare-ACA Agent

Fully Medicare - ACA compliant CRM
Compliance with All Recorded Conversation
Compliance with Automation & Business Processes Optimization
Be Compliant with an Easy to Use Mobile App
And much more that you need as an Insurance Agent...

Key Offerings that you need to be complaint with Medicare - ACA

Help you record all of your sales calls as required by CMS.
While calling automatically provide your prospect with the CMS required disclaimer
Conveniently save your sales calls with Date/Time/Stamped directly to contact profile.
For Medicare and ACA work save your Text Messages directly to your contact profile.
For Medicare and ACA work save your emails of benefits directly to your contact profile.
Save all the information for up to 10 years.

Platinim Agents CRM solution distinguishes itself due to its development by someone with firsthand knowledge of the challenges encountered by Medicare and ACA agents. This guarantees that the features and functionalities are custom-designed to address your distinct compliance requirements.

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