p
peter_notable

Peter Notable

@peter_notable

CRM Automation for Insurance and Healthcare

Espagne
Anglais
Certaines informations sont présentées en anglais.
À propos de moi
I help insurance agencies, Medicare brokers, healthcare providers, and service-based businesses streamline operations with CRM implementation, automation, and system integrations. I specialize in HealthSherpa, SunFire, MedicareCENTER, ConnectureDRX, AgencyBloc, EZLynx, InsuredMine, RadiusBob, Better Agency, GoHighLevel, HubSpot, Zoho CRM, AxisCare, WellSky, and Salesforce Health Cloud. From setup and migration to workflows, pipelines, and automation, I build scalable CRM solutions that save time, improve client management, increase conversions, and support long-term business growth.... Plus d’infos

Compétences

p
peter_notable
Peter Notable
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Voir mes services

Gestion de la relation client
I will integrate healthsherpa agencybloc radiusbob better agency gohighlevel insurance
Gestion de la relation client
I will set up axiscare wellsky gohighlevel hubspot zoho CRM healthcare insurance