My Agent Workspace

More to Offer:

We've compiled a package to meet the requirements set by CMS (Centers for Medicare and Medicaid Services). It's called "My Agent Workspace". We've made it easier for you to have important initial documents signed for Medicare Health Plan and Affordable Care Act Insurance sales. Instead of printing them out, you can now securely and conveniently sign them electronically through email or text messages. And don't worry about the security of your information – we've made sure to store everything in a safe and HIPAA compliant environment online. These updates will help you serve your clients better and keep your information protected.

We have put together a package that includes all the important things you need. Below, you'll find a list of everything you can do with this package. These features have been available online for a while, but we've now gathered them all in one place and made sure that we've met the necessary rules to keep your information safe and secure.

We think My Agent Workspace is a great deal because it offers so many useful features at a really affordable price. Take a look at the list below and you'll see just how much you can get for your money. We want you to see all the amazing things you can do without breaking the bank.

We have an amazing solution that includes two important parts: Google Workspace and a reliable e-signature program. You might wonder if you really need it, but we want you to take a look at all the great features listed below. We're confident that when you see how much you can do and how affordable it is, you'll understand why it's so valuable for reaching your sales goals.

The way we set everything up is really important. We've put a lot of time and effort into making sure it's organized and efficient. We've created a detailed plan that follows all the rules to keep your information safe (that's the HIPAA playbook). We've also made sure that your accounts, emails, e-signatures, storage, phone call recordings, and customer management are all taken care of with the help of a special program called a CRM. It's all designed to make things easier for you and help you sell more effectively.

We want you to take a look at the list below and see just how much you're getting for your money. You'll be amazed at the value this package offers. And the best part? It's all available at a really affordable price. You'll definitely be pleasantly surprised when you see what you can get with this package.

Productive - Economical Tools

Our package includes a range of valuable features for your convenience and productivity. These include:

BAA - A business associate agreement

A legally-binding relationship between HIPAA-covered entities and business associates to ensure complete protection of PHI.

Digital E-Signatures for Medicare SOA's and ACA PIT consent forms

You can now sign documents from anywhere, on any device with an internet connection. E-signatures can be even more secure than wet signatures. They come with a digital audit trail that shows who signed the document, when they signed it, and from what device. This makes it difficult to tamper with a document after it has been signed. This helps streamline workflows and reduce errors during the signing process. E-sginature documents are also stored online for reference. This will offer proof of signature on Medicare SOA's, as well as, ACA PIT's and many other documents that can now conveniently be signed online and stored.

CRM (Customer Relationship Management) platform

A CRM system is a software tool that helps businesses manage and track their interactions with customers and potential customers (leads), and it comes free with MAW's. It offers improved customer relationships and boosts sales and marketing. It caters to increased efficiency and better decision making. It helps track and promote services to your current and future client base. This accompanied by secure storage is a necessity in todays insurance business.

Professional domain name

Owning a professional domain name offers several benefits that can elevate your online presence and credibility. key advantages are enchanced credibility and trust. A stronger brand identity and improved search engine optimization (if married with a website). It promotes greater control and flexibility and offers a memorable and professional web address. Overall, having your own professional domain name is a cost-effective investment that can significantly enhance your online professionalism, brand recognition, and overall digital presence. This is also required for your account.

Business email service (This is a big one!)

Google Workspace accounts are paid business email services, not free services. They offer several advantages over free business email services. Google Workspace allows you to use your own domain name for your email addresses. This creates a more professional and branded image for your business. Workspace plans provide significantly more storage space (starting at 30GB) to accommodate a larger volume of emails and attachments. Workspace offers a wider range of features beyond basic email functionality. This includes video conferencing, document sharing and collaboration tools, stronger security options, and potential integration with other business tools. Google Workspace offers a higher Service Level Agreement (SLA) with guaranteed uptime, which is crucial for business continuity. Workspace plans come with access to 24/7 customer support, ensuring you have someone to help if you encounter technical issues. Workspace integrates seamlessly with other popular Google products like Docs, Drive, Calendar, and Meet, facilitating collaboration and streamlining workflows. Workspace offers robust security features like data encryption, stronger spam filtering, and two-factor authentication to protect your business data. Google Workspace plans are designed to scale with your business. You can easily add or remove users as needed without having to switch to a different service. Google Workspace accounts are a strong option for businesses that need a professional and reliable email solution with advanced features, robust security, and scalability.

User-friendly calendar

A user-friendly calendar offers a bunch of advantages that can make your life easier and more organized. It saves time and reducess hassle and offers improved organization and clarity. Promotes stress reduction and boosts productivity. On Google workspace it offers accessibility and flexibility. Promotes collaboration and sharing and offers customization options. It's like having a trusty assistant for your time management.

Online chat tool

Google Workspace's online chat tool, known as Google Chat, offers several features that make it a compelling option for businesses looking to improve communication and collaboration. Real-time collaboration is offered. Unlike email, Google Chat allows for instant messaging, fostering quicker communication and real-time project discussions. It also offers direct messaging and group chats and is also integrates with other workspace tools.

Dedicated phone number

Google Voice offers several advantages. You can select a phone number that's available to your liking. You can then have it work in conjunction with your cell phone whereby you can receive calls from the number to your cell phone and also have all your calls recorded and stored in your workspace account with Google Drive, which is HIPAA compliant, offering secure storage. This is vital when selling Medicare policies over your phone. Ultimately keeping your personal number and your Google Voice number separate.

Video conferencing

Google Meet boasts a bunch of features that make it a compelling option for video conferencing, especially for businesses or individuals who are already using Google Workspace applications. It has a simple interface and offers accessibility across devices. It has one-click meetings from Google Calendar and integrates file sharing and screen sharing. This offers functions like Zoom, but is totally secure by encryption in transit, which ensures confidentiality.

Mail merge functionality

Mail merge functionality is essential for several reasons, especially when dealing with a large number of recipients. It saves time and effort, reduces errors, increases personalization and improves efficiency for bulk communication. Also incurs free cost-effective marketing. This makes it great for working your leads with a mass email function that is directed to each lead or current customer with email tracking. This paired with your E-Signature functions offers a great way to send out needed documents in mass for ACA or Medicare sales.

COMPLIANCE - Securley store your data in an online storage platform

Google Workspace utilizes a multi-layered approach to securing data stored in Google Drive. Your data is encrypted in-transit also at rest. You have availability of user permissions, two-factor authentication and available configuration for data loss prevention. Google Workspace (Drive) adheres to various industry standards and regulations regarding data security and privacy. This includes certifications like SOC 2, ISO 27001, and HIPAA compliance for healthcare data.

Word documents, spreadsheets and forms

Google Workspace with its suite of Docs, Sheets, and Forms offers several advantages over traditional desktop applications like Microsoft Word, Excel, and Forms, especially for businesses or teams that collaborate frequently. It offers real-time collaboration, simultaneous editing and version control. This is all cloud based, that also offers offline access and all documents are stored securely within your Google Drive - totally encrypted at rest.