Through years of experience and countless hours of investigation, we have identified specific areas that cause issues within each third-party entity responsible for the agent’s production. Many of these issues occur through improper tracking of data, and the inability to pull and produce accurate reporting whether that be hierarchy (RTS), beneficiary information, SOA, enrollment, call recordings, marketing, agent performance, drugs & doctors, HRA rider or DVH completion, commission reconciliation, etc...
Technology Made Simple
All the work is done behind the scenes for you
Integrations that Matter
Data integrations that grow your business and increase profitability
Winning Solution
Aligning with all of our customer needs makes for a win win
Behind the scenes we make all of the technology speak to one another so you don't have to. Focus on growing your business!
OUR INTEGRATIONS
Quoting & Enrollment
Call Recording Dialers
Lead Generation
Commission Reconciliation
PAID MONTHLY
Email Fees, SMS charges and Integration API usage charged separately.
PAID ANNUALLY
Email Fees, SMS charges and Integration API usage charged separately.
Proper data storage and visibility are the key to running and scaling a successful business in any industry. It can be challenging to navigate these complexities as an agency owner and find the right solutions for your unique business model. As an independent entity with unique insights and a multifaceted approach, we have the full capability to make quick and seamless adjustments to fit the needs of an ever-evolving marketplace.
Our CRM provides a workflow that you can succeed with, without piecemeal solutions and bandied fixes; to minimize administrative lifts and manual entries that increase the probability of error and/or data loss.
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