Broker & Sales Management



Broker Onboarding

Setup and administer programs for new and existing agents.
Administer and monitor training (Medicare & Plan-specific).
Collect documents from Brokers and Agencies.
Onboarding of agents, including contracting, licensing and appointments.
Management of licenses, credentials, terminations and appointments.

Enrollment Management

Enter Applications from any device
Supports paper, telephonic & E-signature
Enter or upload SOAs
Live real-time eligibility check with MARx
Submission of transactions to CMS

Commissions Management

Accurate, timely and compliant payments based on CMS guidelines and flexible rate structures
Supports incentive payments, bonuses, hierarchies for internal and external agents
Generate monthly commissions, chargebacks and overrides
Online & real-time commissions statements for agents, agencies and health plans


Flexible, real-time reports
Commonly-used reports for all modules
Filter & export reports to a variety of output formats
Role-based report content

CRM Lead Management

Manage sales campaigns
Capture full prospective member campaigns & information
Convert a Prospect to a Member with single click
Set reminders for outbound calls and follow-ups, reassign leads
Run various Lead/Prospect management reports

Document Repository

Collect and manage a variety of documents
Keep track of document expiry and validity
Easily defend audit or inquiry
Flexible documents search