Plan Advisors Blog

We Go a Step Further for You

Posted by Lance Hoeltke on Thu, Oct 03, 2019 @ 11:08 AM

If you’re headed into open enrollment and anxious about how you’ll find the time for everything, we’ve got you covered.

We can jumpstart your OEP by automatically putting your leads in your hands, so you can find them when you need them and wherever you need them – no matter what carrier they’re with!

Get immediate and secure access to your client information through ProducerMAX.

In fact, we’ll even upload your Humana book of business (and/or another carrier of your choosing) free of charge!

As an agent, we know you’re busy with a million things. Managing your client data can be the most overwhelming part of all of it!

So, let us help. Get instant access to your clients who are enrolled through us. Simply download the mobile app below and shoot us an email. We’ll do the heavy (data) lifting and load your book of business directly to your mobile device – safely and securely



Tags: marketing materials