Dear Agent,
Imagine losing your ability to sell ACA policies overnight—not because of poor performance, but because of a missed compliance step. That’s what happened to an agent recently. Despite their best intentions, an oversight in documentation led to their suspension. They were using a CRM that didn’t capture content the “right way” (they just used an online form).
CMS, the FCC, and insurance carriers are tightening regulations and cracking down on agents who aren’t meticulously compliant.
This is not just an inconvenience—it’s a direct threat to your business and livelihood. If you’re not fully compliant, you’re leaving yourself vulnerable to fines, terminations, and potentially losing your commissions. Agents who skip even small steps are facing suspensions and terminations, and in many cases, they lose the clients they worked hard to get. Don’t let this happen to you.
But what if there was a solution that made compliance simple and protected you from these risks?
Introducing Agent CRM: Your Compliance Solution
Agent CRM is more than a CRM—it’s a compliance powerhouse designed to help insurance agents like you stay safe from regulatory risks while increasing productivity and growing your business. With features tailored specifically for ACA and Medicare agents, Agent CRM makes compliance not only possible but easy.
Here’s how Agent CRM’s compliance features protect you at every step:
Automated Consent Collection
With Agent CRM, collecting and storing consent is seamless. Send clients a pre-built consent form directly via SMS or email—Agent CRM even records phone conversations with a timestamped MP4, ensuring you have documented consent in multiple formats.
“Agent CRM has made my compliance so simple. I’m blown away by how easy it is!” – Justin O’Dell
Built-in Document Storage for Easy Access
Store every signed consent, application, and correspondence in a centralized document tab, giving you instant access to client files. Agent CRM automatically timestamps and tracks every document, so if your compliance is ever questioned, you have proof ready to go.
“The CRM is a breeze and saves tons of time. The support team is amazing!” – Daron
Plan Verification & Confirmation Processes
Ensure clients confirm their application information and final selections before submission. Agent CRM’s customizable text and email templates guide clients through each step, making it easy for them to confirm details with a simple reply. This prevents errors and gives you a secure record of every transaction.
Summary of Benefits Videos
Send clients a comprehensive Summary of Benefits for each plan you enroll them in. Agent CRM allows you to include a pre-recorded explainer video that walks clients through the details, ensuring they fully understand their plan—a proactive way to prevent misunderstandings and protect yourself.
“I can’t believe the resources that Agent CRM has packed into one platform. This tool has streamlined my compliance and keeps my clients engaged!” – Samantha McClain
How to Get Started with Agent CRM:
1. Sign Up at www.agent-crm.com for a free 14-day trial and start exploring the features risk-free.
2. Set Up Your Compliance Automation with our easy-to-use document, consent, and confirmation tools.
3. Utilize the Support Team: Our support is unmatched, available to help you with any setup questions, ensuring your compliance is airtight from day one.
The risk of non-compliance is real, but so is the solution. Agent CRM gives you all the tools you need to stay compliant, efficient, and protected. Don’t leave your business vulnerable to oversight—take action now and safeguard your future.
To a long career,
Alex Branning
P.S. Let us help you stay compliant and grow your business using AI. Head over to www.agent-crm.com to start your free trial today!
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