A transparent view of Agent Onboarding and Member Services including prospecting and acquisition from sales to enrollment processing. 

  • Central repository for member marketing and clinical campaigns.

  • Integrate with internal CRMs, Care Management and utilization management third-party systems

  • Scale quickly for multiple users and locations.

  • Automated prospective member – agent – health plan communication.

  • Opportunity and pipeline management.

  • E mail marketing platform integrates with social media.



Onboard New and Returning Agents in real-time, including contracting and licensing.
  • Manage your agents’ book of business

  • Engagement Platform integrates with the National Insurance Producer Registry (NIPR) and background check vendors such as BeenVerified.

  • External compensation is based on the latest approved guidelines from the Centers for Medicare and Medicaid Services (CMS).

  • Manage rapid disenrollment, cancelations and future eligibility metrics.

  • Support internal and external field agents as well as telephonic sales.


Accurate, Compliant and Timely Compensation.
Fully integrate your commission payment system.

  • Easily pay internal and external agents, managers and agencies.

  • Manage agent status changes.

  • Capture agent of record changes to ensure proper compensation.

  • Pay commissions, bonus, draw and advances.

  • Manage monthly, quarterly and annual payment schedules.

  • Track chargebacks.

  • Establish role-based views and permissions.


Get in Touch

We want to hear from you!

Tel: 800.364.1139 


2699 Lee Road, Suite 304, Winter Park, FL 32789

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