Crushing the Medicare AEP Season with AgentSync

When the Medicare annual enrollment period rolls around, one online Medicare distributor 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 Medicare distributor has doubled down on its AgentSync partnership. 

Download this Medicare distributor’s case study here.

Satisfaction with AgentSync

This 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.

“Before, we couldn’t pull together reporting to track why someone wasn’t 100% ready to sell.”

Medicare Licensing Specialist

The first AEP season, before AgentSync, had involved onboarding 250 producers by hand. At its peak, the process required a team of 20 people spending 10-hour workdays and half-days through the weekend for two months. To keep everyone focused and aligned to deliver the best service to their producers, these team members had multiple meetings every day.

Download the case study.

“We had an army of people who every morning got on a call to assign out
duties, like coordinating a SWAT team.”

Vice President of Client Services

Despite the team’s efforts, producers dropped off during the onboarding process. And finishing the
initial onboarding process didn’t guarantee success, either.

After deploying AgentSync

Where before they struggled with fringe cases and one-off errors, they now had a system that flagged exceptions before they became a problem.

For instance, producers who missed their license renewal periods in Washington needed to apply directly to the state for reinstatement, but the previous compliance software didn’t call out that exemption. Instead, staff had spent hours trying to process renewals and researching what they needed to do. With AgentSync, system alerts told staff about situations that required special handling, with instructions for how to quickly resolve the issues.

“We could see in AgentSync specifically what agents needed, and it reduced the time they spent filling out information and following up, so they could focus on their training. It’s speed-to-scale, but we certainly aren’t sacrificing compliance.”

Medicare Licensing Specialist

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.