I'd like to share with you a new, revolutionary web-based enrollment tool that is changing the way insurance brokers do business all over the country! With over 2500 brokers nationwide and growing, there is no time better than now to get involved! Click here to schedule a webinar - it takes about 45 minutes and is the best way to experience all of the features.
A Few Facts: As you may already know, we make pre-screening and open enrollment EASY! The 24/7 accessibility is a real perk for you to offer to your clients. You will also be able to offer your clients the lowest rates because it is so easy to quote multiple carriers. The employee will logon and complete a health questionnaire. This information will then have the ability to populate multiple carrier applications. It is also a great retention tool, as we hold the data for a period of 7 years without charge to you. The following year, the employee will logon and update their info and enrollment is done!! Also, you will be able to offer your client access to the HR portal where they can monitor enrollment - knowing who has or has not enrolled, print an Enrollment Report at the end of the open enrollment showing the number and types of contracts selected, Compensation Reports, Surveys, and post references, like their company policy. We also have an optional FINAL PLAN SELECTION that allows you to offer your larger clients multiple medical and dental plans and capture their selections in a spreadsheet output.

