Administrative Back-Office
Web based management and administration software system allows you to manage all your data anytime, anywhere.
Customers and Leads
Define your lead and customer database information and manage your sales cycle. Track calls and interactions. View complete billing transaction history.
Agents, Groups, Vendors
Create agent, group, or vendor profiles. Assign and customize products and pricing. Automate tracking and updates.
Manage Invoicing
List bill invoices for groups or individuals. Customizable invoice templates. Process invoice payments online. Track outstanding payments and invoice history.
Payments and Billing
Recurring billing for credit card and ACH bank draft. Track approved payments, declined payments, refunds, and chargebacks.
Payables & Commissions
Real-Time tracking of agent commissions and vendor costs. Setup custom product commission structures. Setup advanced and split commissions.
Products & Services
Setup and customize your products and services. Recurring subscription, trial fee and one-time fee pricing. Automated product fulfillment.
Online Enrollment
Single application for multiple product / policy enrollment; custom underwriting questions and requirements; secure e-signature; built-in payment processing or list bill.
Need Assistance?
We provide a complete cost-effective turn-key enrollment system that keeps you connected to your customers, agents, and providers.
Communication
Email, sms text messages, print letters, electronic fulfillment capability. Easily communicate with your customers, groups, and agents.
Call Tracking And Interactions
Track support and service calls and every interaction. Reports on service and support questions. Reports on user support productivity.
Reporting
Generate customizable member, agent, sales, financial, product reports. Produce detailed financial audit and reconciliation reports.
Import And Export Data
Batch file import processing for member, agent, group, and vendor accounts; dynamic or fixed file formats
Eligibility Delivery
Secure HIPAA comliant delivery of enrollment data per provider speficiations; STFP, email, API.
Member Portal
Secure member portal for product fulfillment; id cards, certificates of coverage, member guides, documents, and video.
Need Assistance?
We provide a complete cost-effective turn-key enrollment system that keeps you connected to your customers, agents, and providers.