Are you ready to elevate your success as an independent insurance broker in the dynamic world of Medicare Advantage, ACA, and Supplement Insurance?

Are you running your Insurance business / agency with full compliance?

  • Are you recording conversation?

  • Are you recording conversation?

  • Are you recording conversation?

Unlock the Power of Platinum Agents CRM

Our CRM solution is not just another generic system. It is meticulously designed by a Medicare-ACA Agent specifically to address the complex CMS compliance guidelines that weigh heavily on Medicare and ACA agents.

  • Tailored for CMS Compliance

Our CRM solution is purpose-built to tackle the unique compliance challenges faced by Medicare and ACA agents. It ensures adherence to the stringent CMS guidelines, helping you navigate the complex regulatory landscape with confidence.

  • Streamlined Communication Management

Seamlessly capture and organize communication in client profiles, including recorded calls, emails, and text messages. Our CRM simplifies the documentation process, allowing you to effortlessly demonstrate compliance to CMS requirements.

  • Penalty Mitigation

By utilizing our CRM solution, you proactively mitigate the risk of penalties associated with non-compliance. Protect your business from fines, lost commissions, contract terminations, and potential expulsion from the Medicare program.

  • Critical Importance of Compliance

Our CRM solution stands out because it was developed by someone who understands firsthand the challenges faced by Medicare and ACA agents. This ensures that the features and functionalities are specifically tailored to meet your unique compliance needs.

A Fully Medicare - ACA Compliant CRM For Insurance Agents

Makes you stand out and succeed as an independent insurance broker in the vibrant landscape of Medicare Advantage, ACA, and Supplement Insurance

Makes You Compliant

Platinum Agents CRM makes you fully complaint with Medicare - ACA guidelines and gives you an edge as an independent Insurance agent.

Increase Productivity

Endless compliance and business operating features helps you with increased productivity in well organized manner.

Save Time & Money

Being Medicare - ACA compliant saves your time and money by streamlining your business processes and reducing the risk of errors and penalties.

Be Compliant with All Recorded Conversation

Platinum Agents CRM helps you to maintain conformity and adherence to all documented discussions and exchanges within a client's or prospect's profile.

  • Record Phone Calls

Call through CRM dialer, record & record all telephone conversations within the CRM under client's profile. No more hassles in installing multiple apps or finding recordings on phone.

  • Record Every Email, SMS & Messages

Document and store all Email, SMS & Facebook messages conversations within Platinum Agents CRM and remain organized with every communication.

  • Time Stamped

Log every single conversation with a corresponding timestamp within Platinum Agents CRM.

Be Compliant with Optimizing & Automating Business Processes

Ensure adherence to ACA regulations while enhancing and streamlining operational business workflows through automation.

  • Workflows Automation

Setup workflows to execute a sequence of actions, emails, SMS, or even tasks in a systematic and automated manner, enhancing efficiency and productivity.

  • Power Dialer

Set up outbound call campaigns and enable power dialer to contact leads, every recordings are stored for compliance and conveniently access for review within the contact's profile.

  • Reporting & Analytics

Review & Audit stats through reporting & analytics for appointment, workflow effectiveness, phone calls, response rates & much more!

Capture Leads, Nurture & Amplify Your Sales with Compliance!

Generate high-quality leads effortlessly, nurture them and boost your sales pipeline with powerful CRM features.

  • Create Websites & Landing Pages

Build beautiful yet high-converting landing pages on your domain with drag-and-drop builder.

  • Unlimited Booking Calendars

Create unlimited Calendar to book and manage appointments. Furthermore with automated follow up increase show rates on booked calls and convert more.

  • Forms, Surveys, Pipelines & More

Create Optin forms to capure leads, set up survey forms to qualify leads with a set of questionnaire and manage sales pipelines & more.

Be Compliant with an Easy to Use Mobile App

Carry your business with complete Medicare - ACA compliance in your pockets using Platinum Agents CRM

  • Stay Updated Anytime, Anywhere

Access Platinum Agents CRM using an Easy to Use mobile app and stay informed no matter where you are, ensuring you're always up to date.

  • Makes Calls using Mobile App

Not only through the web version, you can even make outbound calls to your clients and prospects using Platinum Agents CRM mobile app.

  • Send Emails & SMS Instantly

Stay updated with your client's Email, SMS, messages responses and send responses instantly using the Platinum Agents CRM mobile app.

Sign Up for Platinum Agents CRM Today!

Don't be at a risk of Non-compliance.

Embrace this exclusive opportunity and embark on a journey towards a greater success today and be Medicare - ACA compliant on priority, harness the expertise, resources, and opportunities you need to thrive as an independent insurance broker.

Cliff Priest

An Award Winning Medicare-ACA Agent

With over 30 years in the insurance industry, Cliff Priest stands as a seasoned expert. He's chosen the path of an individual agent, foregoing downline or LOA agents, gaining a unique grasp of being a Personal Producing Agent.

For the last 12 years, Cliff has honed his focus on Medicare Planning and added ACA work in the past year. This commitment has resulted in an impressive streak of accomplishments, including six consecutive Soaring Eagle Awards and consistent recognition as a top producer by Aetna and UHC. He's also secured prestigious titles like Medico National Top Producer (2014-2016) and Mutual of Omaha Top Producer (2010-2012).

Currently managing a thriving book of business with over 1837 customers, Cliff's approach echoes his motto: "A lesson learned should be a lesson shared." This philosophy underscores his dedication to not only achieving personal success but also lifting others through shared wisdom.

Cliff Priest's journey is a testament to how expertise, hard work, and a spirit of generosity can shape a remarkable career.

Affordable Pricing For Everyone

Standard Compliance CRM

A best value for your investment for Insurance Agents

$97

/ MONTHLY

  • Fully Medicare - ACA compliant CRM

  • Compliance with All Recorded Conversation

  • Compliance with Automation & Business Processes Optimization

  • Be Compliant with an Easy to Use Mobile App

  • And much more that you need as an Insurance Agent...

Frequently Asked Questions

What is Platinum Agents CRM?

Platinum Agents is a cloud based fully Medicare- ACA Compliant CRM designed by Medicare - ACA Agent for Insurance Agents with a mission to help them grow with ACA compliance.

How can I starting using Platinum Agents CRM?

You can conveniently access it via a web browser, with Google Chrome being the recommended option. Additionally, our mobile app allows you to effortlessly connect to the CRM from any location, at any time.

How Platinum Agents CRM can help in growing my business?

Platinum Agents CRM is specifically designed for Insurance agents which makes them compliant with Medicare - ACA guidelines. Along with the compliance it also offers plenty of business operational features that streamline your day to day business processes effectively.

Why do I need to be complaint?

Medicare - ACA compliance is essential for insurance agents to ensure they provide accurate information, all recorded and offer health insurance plans that meet the legal requirements and standards set by the Affordable Care Act, thus safeguarding clients' rights and ensuring the integrity of the insurance market.

What if I am not complaint?

Being non-compliant means you are at risk of errors which can result in you being kicked out of the business by CMS along with heavy penalties and other legal issues.

Can i get training or coaching for compliance?

Yes, you can enroll for masterclass separately by Cliff Priest who is a professional Medicare - ACA Agent with years of experience in the industry.

Sign up with Platinum Agents and Get Compliant Today!

Expertly Designed by a Medicare-ACA Agent

Our CRM solution stands out because it was developed by someone who understands firsthand the challenges faced by Medicare and ACA agents. This ensures that the features and functionalities are specifically tailored to meet your unique compliance needs.

Call Us: (800) 980-0237

Schedule a Zoom Call

Copyright© 2023 Platinum Agents . All Rights Reserved.

Privacy Policy | Terms of Service