You’re Invited to Join the ProtectHealth Radius CRM for your agency. It’s affordable, and will save you much hassle, not to mention give you full control of ALL of your clients, not just the ones through us. Ask any of our internal agents, and they will tell you it’s been invaluable for them as well.
- Sync data with Sherpa, and Nevada Health Link (and other state exchanges if necessary) that can be used for us to pay you commissions. No more running tracker sheets for those of you who are appointed to carriers.
- Manage all of your clients in one place.
- Run e-mail and text campaigns, as well as automated campaigns to cross-sell effortlessly.
- Built in VOIP dialer with auto voicemail drop.
- Lead tracking, processing and automation rules. You get a lead, 90% of the communication is done for you, providing you only the most valuable leads.
This option will allow you to setup your Agency, plus you as the initial broker. Please be aware, this is only for you as the primary agent. If you need access for additional agents, you will need to activate those separately. You may have been provided with a link to do that.