End-to-End Technology
A Complete Suite of Technology to Enhance your Business
The Full Tech Package
At We Know Medicare, one of our core pillars is to provide our agents with top-tier technology. Explore our tech offering below and see how you a partnership will skyrocket your business.
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Medicare Pro CRM
Medicare Pro CRM is built specifically for Medicare agents who need a simple, powerful way to manage their book of business. With this platform, you can track leads, organize clients, and stay on top of renewals without letting anything slip through the cracks.
The system is designed to make your daily workflow easier. You’ll have one place to store client information, schedule follow-ups, and manage policies across multiple carriers. Automated reminders keep you ahead of important dates like annual plan reviews, birthdays, and renewals—helping you strengthen client relationships and increase retention.
Beyond client management, Medicare Pro CRM also helps with compliance and reporting, giving you the tools you need to run your business with confidence. Whether you’re an independent agent or building a team, this solution provides the foundation to stay organized and scale your agency effectively.
Included in the Full Tech Package, MedicarePRO CRM seamlessly integrates with Connecture, HealthSherpa, several Phone Options, RetireFlo, Calendly, and our MiniSites. If you are already working with a CRM, we will help you migrate your data.
The WKM App
The We Know Medicare App is your new resource center. Whether you need help or want to see what events are happening, our app will have it all. Our app is hosted through Mighty networks but it is exclusive to We Know Medicare Agents. We are excited to have you be a member of new online community. The App is available via web browser or mobile device.
One the app, you can:
- Access Trainings and recording
- See upcoming events and RSVP to them
- Watch WKM Livestreamed events
- View Hubs for specific content
- Participate in a Social Feed
- Get support from the WKM Team
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Connecture
Connecture is a powerful online enrollment platform designed to help Medicare agents streamline the sales process and write more business with ease. Instead of juggling multiple carrier portals, Connecture gives you a single system where you can compare plans, quote options, and complete compliant enrollments all in one place.
With Connecture, you can walk clients through plan comparisons side by side, ensuring they understand their choices and feel confident in their decision. Once a plan is selected, the system makes enrollment simple and secure—reducing paperwork, minimizing errors, and speeding up the entire process.
This platform also supports remote enrollments, giving you the ability to serve clients virtually, expand your reach, and grow your book of business beyond your local market. For agents looking to increase efficiency, improve the client experience, and maximize production during AEP and beyond, Connecture is a must-have tool.
Included in the Full Tech Package, client data you receive from Medicare Pro CRM or RetireFlo, seamlessly integrate into Connecture, minimizing double entry.
If you need help with Connecture, see our Connecture Hub on the WKM App.
Health Sherpa
HealthSherpa is a powerful shopping tool to help agents enroll, submit follow-ups, and track status. Fully integrated with HealthCare.gov, HealthSherpa brings client enrollments to the next level for both ACA and Medicare.
With this tool, quoting, enrollment, and effectuation are made easy. HealthSherpa gives fast, accurate quoting with subsidy information, plan comparisons from all carriers in your area, and a provider and prescription search. With pre-filled renewal apps and a sync with Healthcare.gov, HealthSherpa helps complete apps faster than ever.
This platform also support tracking for your book. ACA clients and leads are organized in one place where you can track your book through every stage whether it is post-enrollment or a new lead.
HealthSherpa is included in the WKM Full Tech Package and seamlessly integrates with Medicare PRO CRM and RetireFlo.
Phone Options
Having the right phone system is critical for agents and agencies that want to stay connected, present a professional image, and manage communication effectively. Cloud-based voice-over solutions allow you to take calls anywhere, route them seamlessly, and integrate with your CRM and other tools to streamline workflows. Here are some of the top solutions available:
Phone.com
Phone.com is a flexible, cost-effective option for small agencies or individual agents who need a reliable business phone system without breaking the budget. It provides call routing, voicemail-to-email, conference calling, and mobile app integration so you can manage business calls from anywhere. (Use code MEDICAREPROCRM to get your first month free)
Dialpad
Dialpad is built for modern business communication. It offers AI-powered features like real-time transcription, call analytics, and smart call routing. With a clean, intuitive interface and deep integrations, Dialpad is ideal for agencies that want advanced features to improve productivity and client interactions. (We Know Medicare is currently using Dialpad)
RingCentral
RingCentral is one of the most widely used business phone systems for larger teams. It offers robust features including video conferencing, team messaging, call recording, and CRM integrations. It’s designed to scale with your business, making it a good fit for agencies that are growing and need an all-in-one communication platform.
Intulse
Intulse provides a customizable, enterprise-grade phone system with features tailored for insurance professionals. It includes advanced call management, compliance tools, and reporting features that help agencies track performance. Intulse is especially useful for agencies that need more control over call flows, client communication, and team collaboration.
Every option above is available for integration with Medicare Pro CRM. Client call recordings and enrollment tracking can all be done from our Full Tech Package.
Agent Websites - MiniSites
We Know Medicare MiniSites bring all of your resources together. From a single link, clients can complete SOAs, send in Prescription and Provider Information, set a meeting with you, and learn about Medicare. These complete websites include:
- Customized color theme to match your company logo
- Customized about and contact pages
- A calendar booking page
- RetireFlo integration
- A custom domain if you have one
At We Know Medicare, we want to help you brand yourself. We recommend owning your own domain. With this, you can have a custom email address and have your domain link directly to your MiniSite. Your MiniSite will be branded with your company logo and theme.
Wondering how much this would cost you? Nothing. We Know Medicare Partners are able to get a MiniSite at no-cost.
Calendar Booking
Scheduling client appointments is always a challenge, but with Calendly, you can eliminate the need for communication time to get your client on the book. Calendly connects to your calendar and then creates booking pages where clients can schedule a time available on your calendar that works best for them.
In coordination with a WKM MiniSite, clients can go to your website, complete an SOA, provide you with their prescriptions and other help information using RetireFlo, and then schedule a meeting with you. Using our pre-made booking page templates, you can be rest-assured that your client appointments are always set after 48 hours.
RetireFlo
RetireFlo is an easy-to-use program that allows clients to securely transmit their protected health information to you in the format of a survey. The ability to customize welcome messages and add your image give a great touch of personalization.
A survey link from RetireFlo can be easily sent out using our Medicare Pro CRM to your clients allowing you to focus on current enrollments while preparing for your next ones. In combination with a WKM MiniSite and Calendly, clients can schedule appointments with you and then get directed to a RetireFlo Survey.
With this tool, client management has never been easier.