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MedicareCENTER

MedicareCENTER Enrollment Tool

Say hello to a powerful, easy-to-use system built to help you serve clients better, boost your production and take control of your business. Life as an agent just got better!

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A More Advanced Agent Experience

Bring your business with you wherever you go with our powerful, FREE solution right on your smart phone.

Compliantly manage clients, compare plans, get quotes, electronically enroll clients, and more — all from one convenient and efficient platform.

Easy-to-use client management, from lead to enrollment, with all data securely protected and owned by the agent

“I had a customer walk in to the office today. He aged into Medicare in August and had not made any choices. He wrote a UHC Plan #1 policy for a 10/1 effective date with me. I used the MedicareCENTER to enroll him and it was a breeze. I looked up the doctor and drugs with no issues and even printed the application. This was the first time I used it and am confident that all TMG agents will be able to do it.”

Ronnie James
Ronnie
Training Director, Tidewater Management Group

Benefits for Insurance Agents

You’ll have instant access to game-changing technology, including:
  • Comprehensive CRM

  • Ask Integrity™ – the first-in-the-industry, AI-powered digital assistant for agents.

  • Full Quote & eApplication

  • Scope of Appointments

  • CMS-Compliant Call Recording

  • The MedicareCENTER Mobile app is available

  • Personal Agent Number & Website

  • Real-Time Leads

  • Push Notifications

  • Video Chat

  • Client & Product Recommendations

  • Policy Management

The MedicareCENTER in the Spotlight

What it Offers

  • Be confident and prepared for your next client meeting

    Ask Integrity

    You need technology that can provide important client information no matter where you are, while ensuring the security of all client data.

    Ask Integrity™ seamlessly integrates data analysis and powerful intelligence to provide on-demand access through MedicareCENTER and the Mobile App while helping agents create deeper connections with clients and delivering optimal coverage recommendations. And and it’s completely free for registered users!

    • Policy Snapshot – quickly see enrollments by status to track client progress: Declined, Applied and Issued

    • Call Summaries to easily review previous meetings and help you prepare for the next client interaction

    • In-the-moment AI Prompts like Specialist Recommendations personalized to client history and preferences, so you can find the right plan for each situation

    • MedicareCENTER now has Ask Integrity™ built in within the platform on the web and mobile versions

    Watch Video Overview
    Insurance agent using Ask Integrity on phone
  • Policy Management in MedicareCENTER makes it easier for you to serve your clients at all stages of enrollment.

    Policy Management

    MedicareCENTER’s Policy Management gives you at-a-glance policy information so you canwork more efficiently, manage your day and serve your clients better.

    • Client Information Summaries to help you to know every client better, no matter how long you have worked together

    • Benefit Summary – access a snapshot of benefits for a client’s plan at time of enrollment, including drugs available and doctors in network so you can answer their questions accurately

    • Enrollment History – view client’s plan history to better understand their needs.

    • Carrier Integration – current policy status is imported from carriers directly, including UnitedHealthcare, Humana, Aetna, Elevance, Cigna and Wellcare, to give you up-to-date information.*

    *additional carriers available when data is provided
    Watch Video Overview
  • Get Real-time Leads

    LeadCENTER

    LeadCENTER streamlines and enhances lead management: better: fast and cost-effective acquisition and efficient management — all in one place. Now, with real-time leads, you can help more Americans find the right insurance products for their lives.

    • Access to TCPA compliant and exclusive leads

    • New lead notifications – based on your saved search history

    • Competitive lead pricing – manage your budget

    • Management of pre-existing leads – all of your leads in one place

    • Immediate access to leads from anywhere in the United States – no waiting

    • Leads with complete contact details including scanned Direct Mail images

    Explore LeadCENTERWatch Video Overview
    LeadCENTER
  • Build your business AND get quality leads from a platform with proven national reach!

    PlanEnroll

    PlanEnroll is a consumer-facing platform that helps people feel confident in their Medicare and Life insurance choices.

    PlanEnroll also helps you engage and connect with current and future clients, helping you build stronger relationships.

    How PlanEnroll connects consumers to you:

    • Personal Agent Website: Your Personal Agent Website lets clients link directly to you for personal guidance — or compare and enroll in plans while you receive credit!

    • Consumer Profile Linking: Profile Linking empowers clients to securely save and update their preferences and health information on their profile, which reflects in both your Integrity CRM and PlanEnroll, alerting both you and your client.

    • Agent Selection Map: Take advantage of the additional exposure from the PlanEnroll Agent Selection Map. Agents with an active PlanEnroll Lead Campaign rank higher in local search results.

    Explore PlanEnrollWatch Video Overview
    PlanEnroll Network Agent - Insurance woman agent on tablet
  • Looking for a smart and simple solution to the latest CMS rule? MedicareCENTER has you covered with a powerful and easy-to-use Call Recording feature.

    Call Recording

    MedicareCENTER’s Call Recording feature is available for you to use! Gear up for your most successful AEP yet with the powerful solutions available in MedicareCENTER. It’s easy to use and completely FREE!

    Not a MedicareCENTER user yet? Join thousands of agents who have already made the switch — talk to your marketer today!

    • Seamlessly record all your inbound and outbound client calls

    • Easily link calls to both new and existing client contact records

    • Store recordings automatically and securely for the full 10-year period required

    • Download calls anytime, from wherever you are working

    Watch Video Overview
  • Everything you love about MedicareCENTER in the palm of your hand!

    MedicareCENTER Mobile App

    Bring your business with you wherever you go with our powerful, FREE solution right on your smartphone.

    With the latest MedicareCENTER Mobile App update, you now have the opportunity to seamlessly record and store in-person conversations with your clients – an extra perk you can choose to use when and where you want!

    You’ll have instant access to game-changing technology, including:

    • Comprehensive CRM

    • Full Quote & eApplication

    • Scope of Appointments

    • CMS-Compliant Call Recording

    • Personal Agent Number & Website

    • Real-Time Leads

    • Push Notifications

    • Video Chat

    • Client & Product Recommendation

    Bring your business with you wherever you go with our powerful, FREE solution right on your smartphone.

    With the latest MedicareCENTER Mobile App update, you now have the opportunity to seamlessly record and store in-person conversations with your clients – an extra perk you can choose to use when and where you want!

    Download from the App Store or Google Play!

    MedicareCENTER Mobile app
Todd Fincher
Chad Wilkerson
Serena Mullins
Johnny Deal
Savannah Perkins
Melanie Hooks
Ronnie James
John Elliott
Kristi Bell
Megan Gilliam
Caitlin Kealey
Devon Cawley
Logan Boggis
Kevin Evans
Mike Newton
Janna Demchyna
Bobby Heptinstall
Michael Escobar
Adam Kirkey
Nick Dobrow
Connor Slocum
Jennah Golden
Elena Garcia
Lindsey Gorman

Our Technology is backed with support from our Experienced Team

How to get started

  1. Become a Insurance Agent Partner
    The first step is to become a partner with Tidewater Management Group | An Integrity Company.
  2. TMG Will Review Your Request
    We will review your request and either approve or contact you about your request. Once approved, you will be registered and sent your login credentials. If you want to expedite the approval, you can call your agent support specialist. 888.622.9122
  3. Training (Optional)
    You can schedule one-on-one training with one of our Agent Support Specialists or you can find a comprehensive webinar and training documents to review on your own

Get Access

  • Why can't I log into MedicareCENTER or receive the Password Reset Email?

    Have you previously registered for MedicareCENTER? If you haven’t, you need to click the “Register” link and follow the steps before you can get access. After submitting the registration form, you will be sent an email with a registration confirmation button in the body of the email. “Right-click” on the button and select the option “open in new tab.” This will open a new tab in your browser with the message of “Registration Successful. You may now log into your MedicareCENTER account”

    If you have previously registered for the platform and that registration occurred after 10/1/21 then the reset password email is likely getting captured by spam or junk. If you haven’t registered your account since 10/1/21, do so now to get access.

    If you save your log in credentials, there is an “eye” icon to the right of the password field at the log in screen. If you click the Eye, it will un-hide the password.

    Your account may become locked if you have too many unsuccessful attempts to log in. If this happens, you will need to wait a minimum of 60 minutes before you can request a password reset link to be issued. Do not attempt to log in again before requesting a password reset otherwise the account will become locked for an additional 60 minutes.

    If technical issues continue, contact TMG at 888-622-9122 or directly contact the MedicareCENTER Support Team – (email: support@medicarecenter.com) (phone: 888-818-3760)

  • How do I get access to the NEW MedicareCENTER mobile app?

    Go to your devices App Store. Search “Medicarecenter” all one word. The app is labeled MedicareCENTER with an image of the Integrity “I”. Once downloaded to your device, you can log in using the same credentials as the desktop platform. Do not attempt to re-register once in the Mobile App. It will give you an error message or tell you “The NPN already exists”

  • Where is my dedicated recorded phone number?

    You can find your assigned recorded phone number by logging into MedicareCENTER, click your name in the top left corner, and select “Account.” The phone number will be on the right side of the page at the top. If you registered your account with a 1-800 or 888 number, you need to change your “contact phone number” on the left side of the page to a local number. This will then have the system allocate a dedicated number matching the number’s area code in your contact details.

  • Is there a way to add carriers I am not appointed with or have direct to the carrier?

    Only carriers you have with us, or another Integrity Partner will show up as an option to enroll. You can add non-licensed plans but can only view them. To do so, run a quote in “contacts”. On the left side of the screen, you have filter options, find the section that says “Additional Options.” Uncheck the box that says “My appointed plans”. This will then show all available plans in the zip code selected.

  • Why am I missing some carrier permissions for that were previously active or missing new carriers offering 2023 plans?

    Only carriers you have with us, or another Integrity Partner will show up as an option to enroll. You can add non-licensed plans but can only view them. To do so, run a quote in “contacts”. On the left side of the screen, you have filter options, find the section that says “Additional Options.” Uncheck the box that says “My appointed plans”. This will then show all available plans in the zip code selected.

  • How can I quickly quote 2023 plans in MedicareCENTER?

    Contacts will only allow you to quote plans by first creating a profile. I recommend that agents create a test profile for this purpose. Have them name the contact something they will easily recognize as the test account. I like using “Testing McTesterson”, but creativity points should be awarded to the funniest version of it. If he wants to quickly quote benefit highlights, CSG will be a better method. If the agent wants to compare plans, in detail, or retrieve docs (Summary of benefits, star rating, EOC, etc) then they should do so in Contacts using the dummy account.

  • Which PURL should I use for 2023?

    You actually have 3 PURLs for 2023. I recommend using “Contacts” as the preferred enrollment system moving forward starting with 2023 products. To get a copy of the link, log into MedicareCENTER. Click your name in the top right-hand corner and select Account. On that page, you will see a section that reads “Personal Agent Website” with a big blue button that below it saying “Copy Link.” Click the button and paste it where needed to use the NEW Purl, which is now called PAW (Personal Agent Website).

  • How do I add the PURL to my website or email signature so it acts like a clickable link?

    Copy new PURL. When inserting in email signature select “Insert Hyperlink.” Paste the link in the “URL” field and enter the name you want the link to be called in the “Label” field. Hit save. For websites, open your email and start new message. Use the “insert Hyperlink” option. The process to create the hyperlink is the same as above. Once it’s created in the body of your email you can “copy” the created link and then paste it into your website using the method your website platform requires to make edits.

    2023 information will not be available until the morning of 10/15. Until then, the member will only see options for 11/1 or 12/1 effective date 2022 plans.

  • Which writing number is needed to submit business with UHC if I have an individual and agency writing number

    If the agent has an Agency writing number with UHC, they must use it and NOT their individual writing number. There isn’t a method to switch accounts once in MedicareCENTER, so the agent in that case will need to log out of their individual portal and log back in using their Agency credentials. Unfortunately, the data is not shared between accounts so if the information is entered into one portal, it WON’T be shown in the other. I.E. profile created and enrollment submitted in Agency account for UHC, details are NOT shown in their individual portal and vice versa.

    If they have not registered their Agency with MedicareCENTER, they will need to do so. I recommend that when registering the Agency, they enter the Agency Name in the “First Name” field and type “Agency” in the “Last Name” field. This helps the agent identify which portal (agency vs. individual) quickly.

  • Where is SilverScript in "Active Selling Permissions?"

    SilverScript is considered “Aetna PDP” in the Active Selling Permissions section of MedicareCENTER.

  • Is there a way to follow the apps in MedicareCENTER?

    MedicareCENTER doesn’t offer an app status system. It is up to each carrier and their respective portal to show that information. If concerned that there may be an issue with an app or you don’t see it reflected in the carrier portal reporting system after a week from date of app submission, I’d recommend speaking with the carrier directly.

  • How can I compare Rx costs with multiple pharmacies when using Contacts?

    The new CRM prescription portion “should” give you the same information as we have seen in MedicareAPP or LINK. I do know that for this selling season, there will be only 1 pharmacy that can be selected when creating the profile, however, you can list the other options in the notes portion of the profile if the client uses multiple. When trying to compare costs between pharmacies, all that is needed is a quick edit. You click the pharmacy label at the top of the quotes page, this will bring you back to the pharmacy section, click edit, select the new pharmacy and then hit find plans again.

    The development team is well aware of the pharmacy issue and are already working on a solution for next year. I am hoping they can get it implemented early next year, however, the update won’t happen during AEP.

  • Can I complete the carrier HRA/VBE in MedicareCENTER? Which carriers offer it? What are the timeframes/instructions on completing per carrier?

    MedicareCENTER Plan Comparison Doc

    Call Recording user guide/manual provided by MedicareCENTER

     

  • Can I upload my B.O.B. into MedicareCENTER without needing the clients phone number and email address?

    Although the CSV Template says “required” for both phone and email address, it’s not actually the case. You MUST have one or the other, but not both. Leave the other field blank, do not write N/A, none, blank, etc. in the cell.