HowardCRM - The Ultimate Medicare Insurance CRM
HowardCRM is a Salesforce-powered, turnkey CRM designed exclusively for Medicare and health insurance agents. It centralizes your entire book of business—clients, prospects, policies, plans, and household relationships—in one secure platform. HowardCRM is HIPAA compliant and has completed a SOC 2 Type II audit. Both were assessed against HowardCRM itself, not inherited from the platform beneath it. A Business Associate Agreement is available to every agency, and the SOC 2 Type II report is available under NDA. HowardCRM comes preloaded with all Medicare and ACA plans at no additional cost, so agents always work from accurate, up-to-date carrier and plan data. Core workflows include compliant Scope of Appointment (SOA) and Enrollment Forms that can be sent, stored, texted, or emailed directly from the platform. Agents can enroll clients in any carrier or plan, regardless of FMO or upline, while HowardCRM tracks commissionable activity across the full policy lifecycle—enrollments, renewals, and overall production—with built-in reporting and dashboards for AEP planning and ongoing book analysis.
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SMS-Magic | Business Messaging
Natively built SMS Solution for Sales & Service Cloud, Experience cloud & supports all the apps built on force.com. Complete business messaging solution supports multichannel automated & interactive 2-way conversations Converse with your customers on the channel of their choice - while you stay in the comfort of your Salesforce window or even smartphone. It is perfect for high-touch, contextual, and time-sensitive customer engagement that’s also help you get compliant with 10DLC registration. - Channels supported: SMS, ,Texting, MMS, WhatsApp and FB Messenger, - Easy Configuration & Use - Interactive & Automated Messaging - Dedicated & Shared Inboxes for Sales/Service Console, Record page, Lists & Reports - Automate with Flows: keywords, reminders, alerts, & routing - Marketing: blasts, drip campaigns, profiling, surveys, scheduling, link tracking - Analytics Dashboards - Standard & Custom Objects - Experience cloud, Force.com solutions - Global Coverage - Protect users from Spam - Supports long & short codes, toll-free numbers, call forwarding, direct connect-59 countries, bring your own number (landline), bring your own carrier (Twilio, Nexmo, Ring Central, etc)
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