At Keystone Advisors, our goal is to provide agents with tools and resources that are necessary to succeed in today’s competitive landscape. Our new Agent Xcelerator® platform was designed to increase efficiency, eliminate redundancy and allow agents to focus on what they do best.
All of the below tools are complementary to Keystone Advisors agent partners at no cost!
eContracting Solution
Once your profile is set up, eContracting allows you to complete new contracts in under 2 minutes. It also ensures the contract is complete and eliminates any pending requirements which significantly speeds up the appointment process.
CSG Medicare Quoting Tools
· Agent Xcelerator’s® Online Quoting Engine makes it easy for agents to have access to accurate, up-to-date pricing and plan details for the nation’s top senior market products such as Medicare Supplement, Medicare Advantage, Hospital Indemnity and Final Expense.
YourMedicare Enrollment Center
An Online Platform for Medicare Advantage and Part D sales. Free to all Agent Xcelerator® contracted Medicare agents. Multi-carrier platform that allows agents to compare, quote and enroll all in one place! Personalized URL to send to your clients to enroll in a plan.
Request access here
Manage Your Book of Business
·Agent Xcelerator’s® Book of Business feature (BoB) allows agents to query, search and download their entire client base at any time. Information provided: Client Name, Policy Number, Effective Date, Modal Premium, to name a few.
Lead Management System (LMS)
· Agent Xcelerator’s® Lead Management System is a free CRM that helps agents keep track of their prospects and close more sales. Create Reminders, Disposition Leads, Birthday Reminders, Client Notes and other features allow you to better manage your sales pipeline and increase your closing ratio.
We are here to help grow your business and take you to new levels of success.
Whether you’re meeting your clients in person or virtually, Keystone Advisors wants to make sure you have a safe and successful AEP. Call us at 866-469-4921 to speak with a market manager.