Lead management, CRM services, quoting, enrollment, forms, reporting, and other functions to help agents, agencies, MGAs, IMOs and call centers operate with accuracy and efficiency.
Lead Management System with subscription options
Quoting for Medicare Advantage & Prescription Drug Plans, Medicare Supplement and Final Expense Insurance
Medicare Advantage & Prescription Drug Plan Details and Cost projections with drug and pharmacy support
Insurance product comparisons
Scope of Appointment through an eSignature process
Proprietary Agent/Consumer enrollment process for Medicare Advantage & Prescription Drug Plans
Email based application using PDF Forms
Provider Lookup and Network Search for Medicare Advantage Plans
Plan Forms including auto-numbered and barcoded carrier enrollment forms
Carrier Electronic Applications with Single Sign-On (SSO) into carrier portals
