We’re excited to introduce “The Southern Edge“, a unique CRM and marketing platform exclusive to SIS Agents!
Key Benefits Include:
Keep all your Medicare Clients in one place. Easily import contacts from existing CRMs or Excel Spreadsheets. Customize so you can see what matters most, right at your fingertips!
Email, text, and social media scheduling to help you stay in front of your clients. Send mass communications, or email individual clients and keep track of each conversation.
Simplify AEP by sending a short survey to your clients to quickly identify what changes each client needs to make, send a scope of appointment, and schedule a meeting- all in one easy step. This will help assure your client you are on top of their needs and whether their current plan is still a great fit or not.
Once your client completes this survey, you’ll be notified of any changes in your dashboard. Clients are also able to quickly schedule an appointment with you by the specific answers they give on the survey.
Make sure everyone in your book has an up-to-date scope of appointment on file. Send, monitor, and compliantly store scopes for everyone in your client list. Easily track if they have a completed scope, have received a scope, or need a new scope sent.
Schedule appointments and reserve times with the appointment booking feature. Sync your existing calendar to block off times and see what appointments you have every day!
Want to learn more about our exclusive marketing platform? Schedule a demo using the form below.
Partnering with Southern, you get access to exclusive generic marketing materials to engage new and existing clients. Access ready-to-use, compliance approved resources to grow your business and support your current members.
Take a look at our newly released marketing materials! From flyers, BRC’s, Thank you letters, Member Orientations, and more! Simply use the order form for your selected materials and we will customize these for you. Our turnaround is 24-48 business hours so you can quickly get these in the mail!
(NOTE:*you must be an active, contracted agent with SIS and hold a minimum of 3 National MA carriers to qualify)
At SIS, we are constantly evolving our processes. In order to do that, we need your feedback! Tell us what you like, improvements and additions that we can add to bring more value!