



Technology Solutions
Executive FMO proudly offers a variety of technology solutions and tools to help accelerate your sales:

Customized CRM
A customized Customer Relationship Management (CRM) platform built around your business needs.

Quoting & Enrollment Tools
Real-time, online quoting and enrollment tools to help you whether you're in the field or telesales.

Analytics
Analytics assessments
Customer Relationship Management (CRM) System






Customized
Our team will customize your CRM around your business needs, workflows, and sales cadence
Automations
Engage with clients through automated pre- and post-sale emails and SMS mesages
HIPAA Compliant Encryption
Your CRM is secured with HIPAA-compliant encryption to ensure your client data is secure
Increased Retention
Promote client retention with increased engagement and automated onboarding
Real Time Analytics
Monitor real-time sales analytics and data across your agency
Unlimited Cloud Storage
Easily store your call records to meet compliance requirements
Executive proudly offers an innovative Customer Relationship Management (CRM) system that is tailored to your sales operations.

27%
Increase in customer retention by using a CRM
Forbes
92%
of Businesses Say that a CRM played an important role in meeting revenue goals
WebFX
34%
of respondents say CRM usage has a substantial impact on customer retention
AgileCRM
Quoting & Enrollment Tools
SunFire
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Quote and enroll directly on the platform for Medicare Advantage, Supplement and Prescription Drug Plans
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Aggregates and organizes data from more than 80 insurance carries spanning 1,300+ Medicare Advantage and Prescription Drug plans
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Integrated HRA completion
CSG Actuarial
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Quote and enroll directly on the platform for Medicare Advantage, Supplement, PDP, and Final Expense
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Harness data for real-time quotes across 200 companies
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Review key underwriting and enroll electronically
MyMedicareBot
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Quote and enroll directly on the platform for Medicare Advantage and Prescription Drug Plans
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Utilize voice signature authentication for telephonic enrollments and improve your capture rate