Leads from your pages and events, carrier statements, books of business, spreadsheets from last year’s CRM. LeanBrokers matches, checks and files all of it, so what comes out is work you can do.
Rosters, carrier files and every agent’s leads go through the same processor, so the agency sees one clean book 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.
Your name, your photo and your licenses on a page of your own, linked from your profile. Send it to clients, print its QR code on a card, and every sign-up lands as a lead with the page on it.
A QR code on a table at the county fair. A Humana statement as a spreadsheet. A CSV from the CRM you’re leaving. It all goes in the same door.
Duplicates match the client you already have. Carrier names spelled six ways become one. Rows that fail wait for you with the reason next to the field, and anything can be undone for 24 hours.
Leads with a follow-up date. Enrollments on the right policy. Commissions checked against what you wrote, and a list of what the carrier still owes you.
Campaign pages, event pages and your own agent page share five layouts and eight palettes. Your name leads; ours is a line at the bottom.
Partners approve the campaigns that reach their patients and members, refer someone in two fields, and see enrollments without exporting a spreadsheet.