Our solutions
Agent On Boarding & Training
- Setup and administer programs for new and existing agents
- Medicare training as well as administer plan-specific training
- Validate licenses and appoint through Nation Insurance Provider Registry (NIPR)
- Real-time onboarding and training of new and returning agents, including contracting, licensing and appointment
- Manage agent license, renewals, terminations and appointments in one place
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Customer Relationship Management System
- Central repository for prospective member campaigns & information
- Real-time sales management and reporting
- Supports internal, external and telephonic sales
- Territory management
- Efficiency creates improved Retention
- Opportunity and pipeline management
- Lead distribution and auto-assignment algorithm
- Intelligent campaign reporting and statement generation for agents, agencies and health plans
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Commissions
- Incentive payment system with real-time integration to NIPR & background vendor
- Accurate, timely and compliant payments to hierarchy on internal and external agents
- Intelligent reporting and statement generation for agents, agencies and health plans
- External compensation is based on the latest CMS approved guidelines
- Native integration with agent onboarding, CRM and enrollment system
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Agent Oversight
- Prevents, detects and corrects compliance deficiency
- Provides better visibility to all Sales Agents, Sales Entities or any other downstream entities
- CMS Compliant across sales continuum
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Member Engagement & Health Risk Assessments (HRA)
- CMS Framework and Compliance Ready
- Identify heath needs and direct beneficiaries to appropriate care
- Improve member’s health, reduce costs, and improve overall quality of care.
- Health Navigator Call Center / Paper / PC & Tablet Devices
- Fast Reliable and compliant
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Clinical Trial Recruitment Solutions
- Study Information Lines
- Volunteer and Respondent Screening
- Site Location Services
- Appointment Reminder Calls
- After Hours Answering Service
- Reporting
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