HowardCRM

Try HowardCRM free for 30 days

We’ll set up your own private HowardCRM org, preload your Medicare plans and upload your existing clients at no cost, so you can test it against your real book. No credit card required.

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• Special Limited Time Offer:  Get 30 day free trial for new customers! Start your free trial.
• A SalesForce-powered CRM
• Bank Level Encryption; Enterprise Level Security; HIPAA Certified; SOC 2 Type 2 Certified – Review all our Certifications
• Ability to quote & enroll all Medicare Advantage, PDP & Medicare Supplement plans, regardless of who your uplines are
• Ability to compliantly send & store Scope of Appt and Enrollment Form
• Ability to text and email Scope of Appt and Enrollment Form
• Enroll ANY Carrier or Plan! Regardless of who your FMO or Upline is.
• Call Recording/Texting integrations with Phone.com and 8×8
• Includes Provider Lookup feature
• Includes “pre-populated” drug search lookup, like Medicare.gov
• Reports & Dashboards to gain insights & analyze your entire book of business
• Household/Contact Management
• Policy Management
• Ability to save and attach files
• Support and training included
• Compatible with all Apple and Android Smart Devices
• Blue Button Functionality

WHAT SEPARATES US FROM OTHER CRMs:

Other CRMs are just good placeholders for data. HowardCRM takes this data and allows you to create and run your own custom reports. If you are selling either ACA (Affordable Care Act) or Medicare plans, and either a carrier or a plan is eliminated, HowardCRM allows you to run a report on all customers on that plan. Plus, we build all the plans into HowardCRM for you! At no cost to you, we will upload your data into HowardCRM and instantly you will see the benefits of the workflows, and other automation that make your life much easier and will prevent leads and/or other opportunities from slipping through the cracks.

• Plus, you have the benefit of being able to compliant quote and enroll MAPD, PDP, & Med Supps
• And during AEP, you can rapidly analyze your entire PDP book of business for better plans
• Lastly, you also have the ability to rapidly analyze your entire Med Supp book of business for specific sales initiatives or help evaluating your customers’ plans during the annual “Birthday Rule” period.

HowardCRM is not a STATIC CRM, it’s ever-evolving – our goal is to continually improve, refine and innovate on our functionality. But perhaps the best part is that we allow YOU to determine what future enhancements you’d like to see. With your ongoing feedback to our system, your suggestions become reality for future enhancements.

SECURITY: because HowardCRM is powered by SalesForce, you get the best of both worlds. Our security includes multi-factor authentication. It also meets or exceeds bank-grade encryption, including DOD, PCI, HIPPA and many more industry standards for cloud security.

Ready to see it with your own book?

Tell us about your agency and we’ll build your HowardCRM trial org for you, with your plans and clients loaded. It takes about two minutes to request, and the first 30 days are free.

Start Your Free Trial →