MCC Brokerage is excited to announce the rollout of our new Customer Relationship Management (CRM) system. This system is designed to keep our agents organized and streamline their workflow, making their book of business more manageable as we approach AEP.

Staying organized is key to success. Our CRM offers numerous benefits that can transform your business operations. Here’s just a few:

Step 1: An Organized Approach

Northstar keeps all your client information in one place, making it easy to access and update records. It moves with you in an convenient app, perfect for field sales!

Step 2: An Efficient Follow-Up Process, Tailored to You.

Track appointments and important deadlines. Easily set reminders, send automatic follow-ups, and enrollment confirmations. Not to mention, catchy holiday emails which provide a touch point and remind clients of your continued support.

Step 3: Improved Communication

Automate and personalize your communications . From automated email campaigns to personalized marketing designs, your correspondence will be presentable and efficient. Follow up with your current book of business or send emails to new leads!

Step 4: Tracking Analytics

Gain insights into your closing rates, conversion rates, performance, and client preferences, helping you tailor your sales process and gain more enrollments. You can also track your follow-up process, ensuring timely communications with potential clients.

Step 5: Time Savings

Simplify administrative tasks and follow-ups, focus on building relationships with your clients. Easily upload recordings, documents, and client date to a secure, HIPAA-compliant, database.

Gain Access to Your Own CRM Account Today!

With MCC Brokerage, agents are selling efficiently with higher closing rates. You can too. Registering for our new CRM system is a hassle-free process designed with your convenience in mind:

Step 1: Contract with MCC Brokerage!

Fill out our form or contact a sales director today by calling (813) 935-8361

Step 2: Complete Your Training

Review our CRM training, confirming you are prepared to receive your new account.

Step 3: Register

Request the registration link from your sales director. Complete the form and get ready to enroll with your new account!

Take the Next Step

Don’t miss out on the opportunity to automate your business operations and organize your enrollments.

Register for your Northstar account today and reap the benefits of having an organized, efficient, and powerful system at your fingertips.