Agencies & Advisors

Every conversation starts with a better understanding of the customer.

MediMe helps agencies use the information they already have to prepare for sales, retention and service conversations more clearly and with better focus.

AgencyOS

Want a complete digital agency under your own brand?

A client website and personal area, a book of business and a source-linked comparison engine, for agencies and brokers.

Explore AgencyOS
1

Call preparation

Pull together the information relevant to the purpose you've defined for the call, instead of searching across policies and notes right before you dial.

2

Understanding coverage and terms

Show your team the topics worth checking, in the context that matters for this customer and this conversation.

3

More consistent service

Help representatives move forward with clear information and points to flag for professional review, so answers don't depend on who happens to pick up the call.

4

Reviewing and enriching an existing book

Review the book with permission and get a prioritized work list: the finding, its source, missing information and the next professional step for each customer.

Get in touch

Tell us about your agency

Leave your details and we'll review together whether MediMe fits your agency's process, your systems and the way your team already works.

Please don't include policy documents, medical information or sensitive customer data in this form.

Check the fit for your agency.

Tell us about your book of business and how your team prepares for calls today. We'll review the need and a path to a practical evaluation.