Technology Solutions

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

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

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

Analytics assessments

1/1

Customized

Our team will customize your CRM around your business needs, workflows, and sales cadence

Engage with clients through automated pre- and post-sale emails and SMS mesages

Your CRM is secured with HIPAA-compliant encryption to ensure your client data is secure

Promote client retention with increased engagement and automated onboarding

Monitor real-time sales analytics and data across your agency

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

SunFire

Quote and enroll directly on the platform for Medicare Advantage, Supplement and Prescription Drug Plans
Aggregates and organizes data from more than 80 insurance carries spanning 1,300+ Medicare Advantage and Prescription Drug plans
Integrated HRA completion

CSG Actuarial

Quote and enroll directly on the platform for Medicare Advantage, Supplement, PDP, and Final Expense
Harness data for real-time quotes across 200 companies
Review key underwriting and enroll electronically

MyMedicareBot

Quote and enroll directly on the platform for Medicare Advantage and Prescription Drug Plans
Utilize voice signature authentication for telephonic enrollments and improve your capture rate