Plan Advisors Blog

Use Broker Connect to Simplify Enrollment

Posted by Lance Hoeltke on Wed, Oct 21, 2020 @ 09:34 AM

At Plan Advisors, we want to better equip you to serve your clients and the community. That’s why we now offer Broker Connect FREE to our brokers!

Broker Connect makes it easy to quote and enroll beneficiaries during AEP. 

COVID-19 and other factors, like the changes to Medicare.gov last year, have increased our need for not just an easier way to do business, but a digital way.

Broker Connect offers features to streamline your business and give both you and your clients a better Medicare enrollment process. Some features that will improve your experience to include text-to-scope, Blue Button integration, and email and text electronic enrollment. Plus, it’s user-friendly with responsive pages, giving you and your clients the ability to use desktop computers, laptops, tablets, and even smartphones to enroll.

Other Broker Connect features Medicare brokers will benefit from include:

  • Accurate medication cost analysis
  • Personalized, electronic Scope-of-Appointment
  • Ability to quote and enroll all carriers on one platform
  • Professional side-by-side proposals
  • Consumer-facing link that makes you the broker of record for all your clients that shop, quote, and enroll online 

There are plenty of other ways, however, that Broker Connect can help you. Check out this video on our website for a more in-depth look at all of this tool’s helpful features. If you’re ready to get started with Broker Connect, we also have put together both a blog post and a video on everything you need to know to use and succeed with this tool.

Start using our Broker Connect tool to simplify and maximize your AEP. Register for Broker Connect today.