Call back first. Win the client.
Navo is the CRM for insurance agencies. Every new lead, text and missed call lands on one list, so your agents know who to call next.
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01
One place for every conversation.
Every call, text and email with a client sits on one thread, from your agency’s own numbers and domain. Never a personal phone.
02
The SOA is always CMS-current.
Scope of Appointment goes out, gets signed and files itself on the record, on this year’s CMS form. Expiry is tracked, so no appointment runs without one.
03
Eligible? Know before you quote.
Run a Medicare eligibility check from the record: Parts A & B, current plan, Extra Help, election period. The answer saves to the contact.
04
Ask Navo anything.
Navo AI answers from your own book of business. Ask who’s due, what a client asked last week, or have it draft the follow-up.
05
See the whole floor.
Who’s on a call, who’s waiting, what enrolled this AEP. The live floor and pipeline update as it happens.
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Tell us how many agents you have and what you sell, and we'll email you pricing.
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