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A customer relationship management (CRM) system is a software application that helps businesses manage and track their interactions with customers. CRM systems can be used to track sales leads, manage customer accounts, and provide customer service. For Medicare agents, a CRM system can be a valuable tool for managing their client relationships and growing their business.
There are many different CRM systems on the market, but not all of them are created equal. When choosing a CRM system for your Medicare agency, it is important to consider your specific needs and budget. Some of the key features to look for in a CRM system for Medicare agents include:
