The Axxess CRM
A low-effort tool that helps you keep your clients, close more prospects, and organize your business
Our growing suite of tools helps you...
Keep your clients
Send automated birthday messages, thank you notes, and manage your client communication all in one place.
Close more prospects
Exclusive access to more leads, local events, and the tools to nurture them all throughout the year.
Organize your business
Dashboards, reminders, calendars, and other tools to help you run your business like a professional.
No more unexpected plan changes for medicare clients!
The Axxess CRM comes equipped with a powerful integration brought to you by MediZues. Once you enter your clients' medicare beneficiary numbers and dates of birth, you'll instantly begin receiving notifications of any upcoming plan changes.
This gives you an opportunity to make sure your client authorized the plan change before the change takes effect. Or, if your client did authorize the change, you can consult with them to potentially preserve your renewals.
This feature comes at no additional cost to Axxess agents.
