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The Importance of Using a CRM Software as a Medicare Agent

The Importance of Using a CRM Software as a Medicare Agent

The healthcare industry is constantly evolving and one of the best ways for medicare agents to be prepared for future trends is to use CRM software. Echo Financial is here to inform medicare agents of the importance of CRM and how it can…

Successful Medicare Client Plan Selection

Successful Medicare Client Plan Selection

Echo Financial wants medicare agents to focus on a plan selection that best fits the client’s needs, not the one that offers the most benefits.  It can be easy to get caught up in offering the “best” plan, but in reality, there is…

Tips For Explaining Medicare To Potential Clients

Tips For Explaining Medicare To Potential Clients

Explaining Medicare to potential clients can be a daunting task. With its complex rules and regulations, it’s important to cater your explanation to the client as much as possible. Here are some tips from Echo Financial Services, the experts in helping you effectively…