Lead routing across the roster
Leads from every producer’s pages and events land in one system and go to whoever should work them.
Route leads to whoever should work them, see enrollments and leads across the downline, and import rosters with the same 24-hour undo as everything else. Your agents keep their books.
Leads from every producer’s pages and events land in one system and go to whoever should work them.
Enrollments, leads and appointments for each producer, this AEP and every month.
Writing numbers, licenses and appointments for the whole roster in one place.
Bring the whole downline in from a spreadsheet. Undo it for 24 hours if the file was wrong.
Lock the agency palette so every producer’s campaign and event pages match.
Medical groups and community partners see the clients they share with you and approve campaigns to their patients.
How partners work →Principals who also write business keep their own agent account. Sign in once and switch between the agent and the agency without a second password.
Your carriers, your producers and what you use today.
Producers, licenses and writing numbers from one spreadsheet.
Each producer’s book, matched and checked against the carrier.
Each agent signs in with their own email and finds their book waiting.