Real Senior Management
Why Work With RSM
Healthcare isn’t something that can be taken lightly, and we realize that at Real Senior Management. People want to know what they are getting into and want the best out of their insurance plans.
As an agent, you need to be able to work with different types of clients and assess their different needs. RSM not only has experts in the field to guide you in this, but we also have all the right resources that you can use to help your clients choose a Medicare plan according to their needs.
We use the latest tools and technologies to help agents perform better.
High-Level CRM
This allows you to retrieve and record all the essential personal information regarding individuals and their service records to turn leads into customers conveniently.
As an agent, you can retain your clients with these CRM solutions that help you cater to existing customers and leads. You can quickly build customer trust and loyalty by personalizing your customers’ experiences.
Sunfire
RSM also provides access to the Sunfire Medicare Plan Finder and enrollment platform to all its agents, making their work more efficient and productive. You can use this tool to quote Medicare plan types, including MAPD, MA, Medicare supplements, and PDP.
When someone enrolls through any of these platforms, the responsible agent is automatically credited for it.
CSG
The insurance market is constantly evolving, and it can be hard to keep up. However, with the help of CSG, you can easily analyze these changes through comparison, selection, and enrollment of your clients in an insurance plan that best suits their needs.
CSG supports the diverse requirements of your clients and gives you a competitive edge with custom data feeds, real-time insurance market analysis, and online enrollment ability.
Work With Us
RSM ensures that we offer the best resources so that you can prosper as an agent. We also offer a “beginner to an expert” training program that cultivates your telesales skills so that you can get your customers to sign up for the right healthcare plan.
We also provide:
• Marketing co-ops, with $5 country-wide FB Leads that text the agent in real-time as they come in
• Provide $100 per 1,000 direct mail co-ops using any vendor the agent desires
• Annual incentive trips and quarterly production competitions
• Seminar marketing training and “done for you” setup assistance
• Webinar training platform and “done for you” set up assistance
