SAAS distribution platform for small group

Complete end to end platform for the Health & Life segment for carriers and brokers to digitize distribution.

Automate Processes
Eliminate handwritten paper forms and let EDI and auto-filled PDF group applications feed clean data into your system
Drive New Sales
Deploy web storefronts so small businesses can instantly compare plans and rates, increasing exposure to your products
Stay Competitive
Keep up with the competitive landscape shifting to digital distribution models and be up and running in a matter of weeks

Prospect More Leads
Web storefronts stocked with your products so that new leads can instantly browse products and be routed to agents to close the sale.
Quote Faster And Track Status
Quickly send multi-line proposals to prospects and track status. Get notified when the proposal has been viewed or approved. Save your most popular proposals for quick re-use on new prospects.
Enroll With Ease
Assign closed sales to your account team to monitor enrollment status and invite groups to self-enroll online. Batch enrollment tools to complete elections on behalf of employees with just a few clicks. EDI enrollment feeds and auto-filled PDFs so that clean and accurate data is delivered to carriers.
Renew And Cross-Sell
Consolidated dashboard to work on upcoming renewals. Quickly see cross-sell and up-sell opportunities. Send renewal proposals with multiple plan options. Easily enroll groups in new lines, make changes to existing benefits, and submit renewals to the carrier.
Measure With Insight
Drive strategic planning with channel analytics that only a digital platform can provide. Understand consumer preferences, product appeal, and marketing program impact. Improve conversions and exceed sales targets.

Leverage the intuitive software that saves you time and will help grow your business.