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Agent Xcelerator - CRM and Quoting Tool for PSM Agents

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Agent Xcelerator - Managing your business just got a whole lot easier

At Precision Senior Marketing, 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 - make sales!

All of the below tools are complimentary to PSM agents 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.

  Medicare Quoting Tool / Online Quoting Engine

  • AgentXcelerator’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 and Final Expense.

  Book of Business Feature - New

  • AgentXcelerator’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) - Coming Soon

  • AgentXcelerator’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.

Request details to learn how Agent Xcelerator can help grow your business and take you to new levels of success.