Grow Your small group book of business
Leverage our streamlined, intuitive software that will make generating proposals, completing client enrollments, and processing renewals a breeze.
How does it work?
We provide carriers and brokers with the right set of tools to collaborate during the small business sales cycle -- from beginning to end.
Grow the sales pipeline
Improve broker to client touchpoints
Streamline your enrollment process
Take action on renewal
Analyze data insights to make informed decisions
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
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
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
Measure With Insight