Manage your Sales to Enrollment workflow with the Medicare STEP’s comprehensive Medicare Advantage Sales CRM solution
The STEP tool and process redesign improved the productivity of my team by over 150%, while consistently meeting our 100% compliance target during a high volume demand period.
The STEP app is very easy to use. Because of improved integration with the enrollment department, applications are also processed faster.
We can provide better service to our members. Members now receive the OTC card, temporary ID, benefit package materials and the OEV call the same day of the sale.
It makes us look very professional in front of prospects at appointments. I can now manage my leads more effectively, have better control over my sales pipeline and have better tools for retention.
The transition to our new platform has been easy, efficient and, most importantly, in full compliance with CMS requirements.
We were able to become fully operational in the first phase of our HIPAA compliant tool in two weeks!
Our app is hosted on Amazon Web Services and utilizes HIPAA certified servers and stringent security standards
Medicare STEP App is engineered for functioning both as a web-app and as an offline-capable mobile app.