About Trusty Select Pro
Trusty Select Pro is the definitive "productivity multiplier" for Medicare brokers. Its standout capability is the integration with Medicare's Blue Button 2.0, which removes the guesswork from drug plan quoting.
Trusty Select Pro is the definitive "productivity multiplier" for Medicare brokers. Its standout capability is the integration with Medicare's Blue Button 2.0, which removes the guesswork from drug plan quoting. By automating the most tedious parts of the Medicare sales cycle—Rx lookups, plan comparisons, and compliance documentation—it allows agents to focus on the human element of their business. It is a premium, compliance-heavy solution best suited for high-volume agencies and professional brokers who want to provide a data-driven, white-glove service to their senior clients.
Pros & Cons
- Excellent for larger organizations (FMOs/GAs) to track production across entire teams.
- Built-in eSOA and RTS reporting keep agents aligned with strict CMS regulations.
- Reduces the risk of disenrollment by ensuring the client is in the best-fitting plan for their specific medical needs.
- The depth of the reporting and hierarchy management can be complex for a solo independent agent.
- Agents selling P&C or Commercial lines will need a separate CRM.
Features
Key features
Automated tracking of which agents are certified and ready to sell specific carrier products.
A legally compliant, digital way to capture the required permission to discuss Medicare products.
Enables brokers to complete the entire enrollment process electronically, reducing paperwork and errors.
Access to thousands of products from every Medicare insurance carrier in the U.S.
Automatically pulls a beneficiary’s medication list (via Blue Button 2.0) to find the most cost-effective plan in minutes.
Additional features
Access to "Sales Assist" for agents who are not appointed to specific products but wish to refer and earn.
Real-time visibility into the status of submitted applications.
Integrated verification of agent licenses and appointments.
Lead-capture widgets that can be embedded on an agent's personal website.
Tools for General Agencies (GAs) to manage sub-agents and organizational hierarchies.
Allows agencies to run their entire client list through current year plan changes to find "stay or switch" recommendations.
Pricing
Countries & Languages
Available in
Interface languages
Billing currencies
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About Trusty Select Pro
Trusty Select Pro is the definitive "productivity multiplier" for Medicare brokers. Its standout capability is the integration with Medicare's Blue Button 2.0, which removes the guesswork from drug plan quoting.
Trusty Select Pro Details
Trusty Select Pro's In-App Market Place
Does Trusty Select Pro have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Accepted Payment Currencies
USD ($)
Pros & Cons
- Excellent for larger organizations (FMOs/GAs) to track production across entire teams.
- Built-in eSOA and RTS reporting keep agents aligned with strict CMS regulations.
- Reduces the risk of disenrollment by ensuring the client is in the best-fitting plan for their specific medical needs.
- The depth of the reporting and hierarchy management can be complex for a solo independent agent.
- Agents selling P&C or Commercial lines will need a separate CRM.
Trusty Select Pro's Support Options
Email Address
ken@insurtechexpress.comContact
402-740-7356Trusty Select Pro's Alternatives
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