Crushing the Medicare AEP Season with AgentSync

When the Medicare annual enrollment period rolls around, one of the largest online Medicare distributors credits its success to a plucky internal team, a can-do attitude, and the massive efficiency wins they get from using AgentSync.

AgentSync’s Manage platform isn’t the only software that claims to maintain robust compliance and optimize its customers’ distribution. But, after evaluating other solutions and even exploring implementation with another company, this online Medicare distributor has doubled down on its AgentSync partnership. 

Download this online Medicare distributor’s case study here.

Satisfaction with AgentSync

In 2020, this leading online Medicare distributor was looking to move from a slow-moving and costly vendor onto a more modern distribution channel management system that gave internal stakeholders more visibility into their producers. The business adopted AgentSync’s Manage platform and very quickly saw results, cutting onboarding time and giving them a recruiting edge with a quick ready-to-sell timeline.

“Something we noticed right away when we first got AgentSync was that it saved us immense amounts of time and reduced human error along with reducing our compliance risk.” 

Licensing Analyst 

Lower risk and quicker processes were all well and good, but the best businesses are often on a quest for continuous improvement. So this agency eventually found themselves exploring alternatives to AgentSync, wanting to make sure they weren’t growing complacent with their competitive onboarding times and accurate data.

Download the case study.

Exploring a new direction

Lured by the promise of continued excellence and more features! more features! more features! for a nice, low price, the business made plans to implement a new software in time for Medicare AEP season. But not far down the road into implementation, the team ran into waving red flags.

“There’s no nice way to put it. There were basic functionalities it couldn’t do and the data inaccuracy was the real dealbreaker for us. We can’t be operating in a way that risks being out of compliance because the system doesn’t know how to act.” 

Licensing Manager

The team was at a real impasse. The way the new system sourced license data introduced new elements of risk for the business. Promised integrations turned out to be hypothetical. The vendor’s team lacked vital industry knowledge. And the product didn’t contextualize license data, so the team would need to manually research which licenses were reciprocal across different states.

Risk + AEP season = recipe for disaster

Staring down a short calendar to Medicare season, team members raised red flags and reversed direction, reinstating AgentSync quickly enough that the 2024 Medicare AEP stayed on track to be the efficient engine of profitability and compliance that the organization had come to expect.

“It’s not a matter of what would have been better or worse on the other system versus AgentSync. It’s literally a case of us being able to function and sell during Medicare AEP, or not. If we had ended up going down the path of the other technology, we would have probably lost hundreds of thousands of dollars, if not a million dollars or more in business this year.”

Licensing Manager

Make your next Medicare AEP less chaotic 

This major online Medicare distributor saw near-immediate results from AgentSync Manage, and found the platform continues to deliver the most value year over year. To realize the benefits of tight onboarding and streamlined producer licensing for a less-chaotic Medicare season, schedule a demo today.

To learn more about this online Medicare distributor’s transformation with AgentSync Manage, download the case study.