To grow your book of business you need a unified set of tools
Our sales collaboration platform provides carriers and brokers with the right set of tools to collaborate during the small business sales cycle -- from beginning to end.
The right tools to achieve business outcomes
Drive New Sales
Deploy web storefronts so small businesses can instantly
compare plans and rates, increasing exposure to your products. Equip brokers with
powerful tools to share proposals, close more sales, and enroll groups hassle
free.
More automation, less manual processing
Eliminate handwritten paper forms and let EDI and
auto-filled PDF
group applications feed into your system to provide clean data, avoid costly
manual keying, and accelerate fulfillment.
Stay Competitive
Keep up with a competitive landscape that is rapidly
shifting to digital distribution models. Be up and running in a matter of weeks with minimal
dependencies on in-house resources. Go to market as a single carrier or as part
of a multi-carrier strategy.
Broker & Small Business Satisfaction
Empower your broker partners with industry leading sales
tools and
meet today's consumer demand for a fast and seamless online experience.
Prospect more leads
Web storefronts stocked with your products so that new leads
can instantly browse products and be routed to agents to close the sale.
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Web storefront for each agency -
Instant plan and rate browsing for visitors
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Lead capture and routing
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Prospect status tracking
Quote faster and track status
Quickly send multi-line proposals to prospects and track status. Get notified
when the proposal has been viewed or approved. Save your most popular proposals for quick
re-use on new prospects.
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Medical, Dental, Vision, Ancillary, Individual
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Fully configurable rate rules engine
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Multi-line proposal generator (Web, PDF or XLS)
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Save proposals for quick re-use
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Track status of proposals with a consolidated view
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Real-time alerts when proposals are viewed
Enroll with ease
Assign closed sales to your account team to monitor enrollment status and
invite groups to self-enroll online. Batch enrollment tools to complete elections on behalf
of employees with just a few clicks. EDI enrollment feeds and auto-filled PDFs so that clean
and accurate data is delivered to carriers.
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Employer and employee self-serve portals
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Consolidated group enrollment to-do list
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Online census with built-in validations
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Batch enroll employees with just a few clicks
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Assign cases to account team to monitor progress
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Enrollment via 834 EDI, CSV, auto-filled PDFs
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Fully configurable UW rules engine
Renew and cross-sell
Consolidated dashboard to work on upcoming renewals. Quickly see cross-sell
and up-sell opportunities. Send renewal proposals with multiple plan options. Easily enroll
groups in new lines, make changes to existing benefits, and submit renewals to the carrier.
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Consolidated view of all renewals
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Make changes with just a few clicks
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Seamlessly add and enroll new lines
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Automated cross-sell e-workflows
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Integrated BoB sync with broker dashboard
Measure with insight
Drive strategic planning with channel analytics that only a digital platform
can provide. Understand consumer preferences, product appeal, and marketing program impact.
Improve conversions and exceed sales targets.
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Measure consumer preferences (i.e. bookmarks)
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Understand conversion rates
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Track sales progress in real time 24X7
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Self serve analytics dashboard
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Downloadable reports for import into presentations
