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Incoming Communications
- Completion Checklist
- Contact Information
- Listing Location
- Agent Bio & Disclaimer
- Listing Photo
- Listing Video
- Social Media Links
- Licensed States
- Lines of Business
Marketing
- Download Marketing Badges
- Download QR CodeNew
- Guest Articles
- Partner FMOs
- Nearby Cities & Zip Codes
- Reporting and MetricsNew
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Connect to Your CRM
Medicare Agents Hub now allows you to connect your CRM for incoming inquiries. Currently, we offer integration with any CRM that has the ability to accept a webhook post.
Please Note: You can only have one CRM integration at a time.
Exclusive Integration with GoGuru Pro – Save $150!
We've partnered with GoGuru Pro for a custom integration, providing you with advanced automations designed specifically for Medicare Agents Hub inquiries.
GoGuru's all-in-one CRM solution streamlines lead follow-up, client communication, and appointment scheduling – tailored to help you grow your Medicare insurance business.
$150 Credit provided after checkout, and can be used for anything in the Bobby Brock Insurance store, including your GoGuru subscription.
Contextual Information: With each webhook request sent to your CRM, we pass along a custom field called lead_type to tailor your follow-up communications according to the type of inquiry.
- 1 - Direct form submission from your listing page
- 2 - Direct phone call request from your listing page
- 3 - Manually entered by agent using dashboard
- 4 - Local Medicare plan pricing information request
- 5 - Beneficiary asked to be matched with a licensed agent