Live landing pages that bring in leads. A CRM that tracks every client from first contact to enrollment. Quoting, plan compare and provider search for the plan review. Commission statements reconciled against your book. LeanBrokers handles the intake, de-duping and paperwork, so you spend more time with clients and less on data entry.
Every producer gets their own landing pages, CRM, plan tools and commission tracking. The agency sees all of it in one place, routes leads across the roster and works one clean BOB instead of forty spreadsheets.
Clients see your pages: a campaign, a table at the fair, your own profile. You see the CRM where every one of those visits lands as a lead you can work.
Each producer gets their own pages with their own name on them. Every lead lands in the agency’s system, routed to whoever should work it.
January fixes, spring birthdays, a summer of health fairs, seven weeks of AEP, and a commission statement every month. LeanBrokers is shaped around the year you actually work.
Each producer runs their own year. You see where every one of them is in it, from the first fair to the last AEP appointment.
Build live public web pages for an AEP mailer, a health fair or your agent profile with your licensed states and NPN. Choose one of five layouts and any color, add your headline, publish, and share the link or QR code. The page carries your name. LeanBrokers appears only as a small line in the footer.
A QR sign-up at a health fair. A Humana commission statement as a spreadsheet. A BOB export from the CRM you’re leaving. It all goes through the same intake.
Duplicates merge into the client record you already have. A carrier spelled six ways maps to one. Rows that fail validation wait for you with the reason next to the field, and any import can be undone for 24 hours.
Leads with a follow-up date. Enrollments attached to the right policy. Commissions reconciled against what you wrote, plus a list of what each carrier still owes you.