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.

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

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

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

Collect and manage a variety of documents

Keep track of document expiry and validity

Easily defend audit or inquiry

Flexible documents search