MEDICARE PRODUCTS INC

Customer ID: 3575

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Unknown

Not specified

Andrew

6/10

$0.00

August 2025

Activity Summary

September 17, 2025

Not scheduled

10

Activities

2

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 6/10 Last contact Sep 17, 2025 10 activities 2 quotes 1 QBRs
Insights
  • ✅The health score for MEDICARE PRODUCTS INC is moderate at 6/10.
  • ✅There is consistent engagement with the customer, highlighted by recent QBR activities.
  • ✅The customer has shown interest in pricing adjustments, indicating sensitivity to price changes.
  • ✅Two recent quotes were sent in December 2025, totaling $7,250.
Risks
⚠️The total value is currently $0.00, suggesting a lack of recent purchases or financial commitment.
⚠️Frequent follow-ups on QBR action items may indicate unresolved issues or dissatisfaction.
⚠️The industry and category are unknown, limiting the ability to tailor solutions and strategies.
Opportunities
📈Leverage the recent engagement in QBRs to strengthen the relationship and address any concerns.
📈Explore potential reasons for the price adjustment request to better align with customer expectations.
📈Use the upcoming quotes as an opportunity to convert interest into sales and increase total value.
Contacts
Megan/ Becky Primary

Point of contact

Medicare@beam.com.tw

Recent Activities
Log Activity
QBR action items follow up
Email Completed
2025-09-17 13:21
View Edit
Hi Megan, Thanks for the updates and sharing the presentation with us. For the electronic copy of the CoA we do not yet have a process in place that can be used to send this. I have raised this f...
QBR actions follow up
Email Completed
2025-09-16 18:32
View Edit
Hi Megan, I had a chance to meet with our team and go over the feedback you shared with us. I wanted to follow up with a few updates. • 20% acceptance criteria. For your custom DAU controls our ...
QBR completed
Call Completed Successful
2025-09-15 14:16
View Edit
Meeting with BEAM Megan Wang September 15, 2025 • 41 mins • View Meeting ACTION ITEMS ✨ Upgrade to Premium to unlock AI generated action items MEETING SUMMA...
RE: MO20 202507014 - Customer Requesting Previous Pricing on Updated 2025 Quote - Quote Adjustment Request – DAU -25% GCMS
Email Completed
2025-09-12 16:35
View Edit
Uncertainty around customer's request and need more information to support: ================ Kindly provide the soft copies of the PI and COA for DAU -25% GCMS. I don't need the hard copy one. Th...
QBR topics follow up
Email Completed
2025-09-12 13:25
View Edit
Hi Megan, From my side I will have a few updates for you on some changes in our production processes as well as the eventual roll out of an updated website. On our call I will have a brief survey ...
QBR details resolved
Email Completed
2025-09-10 13:50
View Edit
Hi Megan, I can confirm I received your boking and are looking forward to connecting with you on Monday. It seems with us being on opposite sides of the world this meeting is late in the evening f...
QBR is scheduled
Email Completed
2025-09-09 13:26
View Edit
Set QBR to meet on the Morning of September 15th. Scheduled through calendly.
Working to schedule QBR at a time that works in both time zones
Email Completed Information Gathering
2025-09-08 13:35
View Edit
Hi Megan, My apologies, I appear to have miss calculated the difference in our time zones. I went to set the meeting time at 7PM your time and its very early in the morning here. Do you think we ...
Scheduling Our Quarterly Business Review (CID:003575)
Email Completed Due Sep 12, 2025 Needs Follow-up
2025-09-03 14:58
View Edit
Hi Team Medicare, I hope you’re doing well! It’s hard to believe another quarter has flown by. I’d love to set up some time for our Quarterly Business Review so we can catch up and look ahead toget...
UTAK Labs updated catalog
Email Completed Relationship Building
2025-08-28 15:17
View Edit
Sending along our product catalog and offering support.
Quotes
New Quote
Open Quotes
2
Total Value
$7250
Weighted Value
$0
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
6056 ! $6856.00 Sent 30% 2025-12-17 2026-03-17 Expiring
6057 ! $394.00 Sent 30% 2025-12-17 2025-12-31 Expiring
Quote Intelligence Summary:
High Confidence (70%+)
0
Medium Confidence (40-70%)
0
Low Confidence (<40%)
2
QBRs
Schedule QBR
Quarter Scheduled Status Completed Customer Sat
Q3, 2025 AH 2025-09-15 Completed 2025-09-15 10 Edit