Agent Platform
Agency Platform
Integrations
SunFire Matrix
4 articles
AWeber
2 articles
Zoom Phone
3 articles
thanks.io
3 articles
Phone.com
5 articles
Outlook
2 articles
Mailchimp
4 articles
Mailbox Power
2 articles
Dialpad
3 articles
ConstantContact
4 articles
Connecture For Agencies
3 articles
Calendly
3 articles
DialedIn
1 article
CurrentClient
1 article
Direct Mail Manager
2 articles
Gmail
1 article
GoTo
1 article
Intulse
1 article
RingCentral
1 article
SlyBroadcast
3 articles
Simplii
1 article
OpenPhone
1 article
SimpleTexting
1 article
RetireFlo
2 articles
Medicare Agents Hub
1 article
Connecture for Agents (PCEA)
4 articles
CareCycle
1 article
Zapier
1 article
Health Sherpa Medicare
3 articles
Frequently Asked Questions
When I click enroll SunFire it doesn't send drug/medications
Unfortunately, SunFire matrix does not currently support the ingestion of anything but demographic data. You wont be able to transfer drug data from t...
Why when I email to Hotmail, Yahoo and MNS they seem to not get delivered?
These services are notorious for poor deliverability. Chances are they clocked the email from being received by the recipient. While there isn't much ...
Does MedicarePro have a call recording feature?
MedicarePro is designed to enhance your communication capabilities by integrating seamlessly with leading VoIP (Voice over IP) phone providers. This d...
Can I download all my eSOA's at once?
Unfortunately, you can not. You will have to go into each profile and manually download those files.
Removing Automations add-on
To remove the Automations add-on follow these steps. Navigate to your settings page Click on "Subscriptions" on the left Find where it say "Automation...
Sharing account access
If you are a family run agency or a husband and wife team and you want to be able to see all clients belonging to the agency this is the way you can s...
Feeding Data to Connecture
Data from the CRM doesn't automatically feed over to Connecture. You must click the green "Enroll" button on the profile page to feed data.
Bulk SMS Functionality
MedicarePro does not currently support bulk-sms through the system. CurrentClient, one of our SMS integrations partners is the best solution for this....
Integrating Connecture
For Connecture to integrate with your CRM the parent organization that you use Connecture through needs to be aligned with MedicarePro. If this is not...