{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/c9a510689d274c668502345884fb643c\" frameborder=\"0\" width=\"1728\" height=\"1296\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1296,"width":1728,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1296,"thumbnail_width":1728,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/c9a510689d274c668502345884fb643c-fe6209d3c4310b77.gif","duration":459.141,"title":"Understanding workflow for MedicareProCRM -SherpaMedicare &amp; ConnectureDRX","description":"In this video, I demonstrate how we utilize Medicare Pro, our CRM, to seamlessly send client data to HealthSherpa Medicare and ConnectSure DRX. \nBoth platforms are user-friendly and ALLOW you to sell all carriers you are RTS= Ready to Sell. It does not matter what agency has your contract. In WI, many regional carriers so you may have a direct contract with Network Health Plan. Both systems you can use and sell whatever plans you are licensed to sell. HealthSherpa being completely free, while Connecture DRX is available for $90 a month via our link below & code, which includes the RetireFlo system. Note if you sign up for an account, our agency has no way of accessing any of your information.  We do not get any of your clients data, it is your own account at a discount from THB.\nView other videos here: https://www.transitionhealthbenefits.com/medicareprocrm-quo\n\nSign up page: https://pcedgeagent12.destinationrx.com/PC/Agent/Account/Subscription\nCode: KEVIN10  case sensitive  *please ensure to add the code on the payment page under \"PROMOCODE\", add your payment information and will show your cost is not $100 it will be $90/month (includes RetireFlo).  It is a 1 year contract.\n\nI walk you through the process of enrolling a test client, showing how their information is automatically populated in the Connexure dashboard. I also highlight that we’re experimenting with HealthSherpa to potentially save costs. I encourage you to explore these platforms and consider how they can enhance your workflow."}