Your PlanEnroll Agent‑Personalized Website is more than a digital business card — it’s a full self‑service enrollment tool that helps consumers explore Medicare options, compare plans, self‑quote, and self‑enroll, all while ensuring you receive credit for the sale. Through your personalized URL, clients can view quotes for carriers you’re appointed with, compare Medicare Advantage and Prescription Drug Plans, and submit applications online.
During this training, we’ll walk through how your website displays your name, NPN, contact information, photo, bio, office hours, and carriers—giving clients confidence that they’re working with a trusted, local agent. We’ll cover how consumers can also create a PlanEnroll profile to store their providers, prescriptions, and personal health details, and how updates automatically sync back to you through IntegrityCONNECT Clients.
You’ll learn how to:
* Share your personalized PlanEnroll URL across email, social media, business cards, and marketing campaigns
* Help consumers self‑quote and self‑enroll directly from your page for MA and PDP plans
* Understand how you receive agent attribution and credit for all consumer‑initiated enrollments completed through your site
* Use PlanEnroll’s Learning Center content to educate prospects and drive organic traffic
* Integrate your website with Client Sync so clients can update health info and sign SOAs before appointments
By the end of this session, you’ll know exactly how to turn your PlanEnroll page into a 24/7 enrollment engine—helping you expand your reach, improve consumer experience, and grow your Medicare business year‑round.