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HowardCRM - The Ultimate Medicare Insurance CRM
The Ultimate Medicare Insurance CRM — Tailored for Health Insurance Agents
$300 USD/user/year
- Industries
- Healthcare & Life Sciences
- Business Need
- Sales ProductivityInformation Management
- Requires
- None
- Compatible With
- Service CloudPlatform Cloud
HowardCRM is a Salesforce-powered CRM built for Medicare and health insurance agents. It centralizes clients, policies, plans, and households with built-in compliance, enrollment workflows, and commission tracking in one secure platform at scale.
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Lost without this CRM!!! All in one!
I have been using HowardCRM for a number of years and have reviewed quite a few CRMs along the way. HowardCRM is by far the easiest to use with everything I need in one spot with an intuitive systematic flow. I am able to tweak and create reports on the fly as needed based on changing industry needs. When a prescriptions falls off a formulary or networks change, I have immediate access to what clients are affected which allows me to be proactive with a solution instead of reactive to a surprise phone call. I would be lost without it. I think it has increased my efficiency 10-fold! Their support is US based, professional and quick to respond. Anyone in the market for a CRM should give this a serious look. It is also the most reasonably be priced.
Great CRM!
I can't imagine running my agency without HowardCRM. It keeps me organized all in one place. With hundreds of clients to manage, this keeps everything in one place so I can run my business effortlessly with everything at my fingertips. I don't know what other people use, but they would have a hard time matching all the features, compliance and ease of use that Howard CRM has. Highly recommend!
Thank you very much for the review Grace. We are relentlessly focused on delivering value to our customers both in terms of pricing, functionality and the user experience. We are thrilled to hear that it's working well for your needs. Thank you for being a valued customer and for your review.