Syncing ACA & Ancillary Product Enrollments


InsureSync is a Smarter Sales Software Solution.

Maximize production enrolling ACA & ancillary products

Get the Tools You Need.

  • CRM & Lead Management
  • Certified ACA Enrollment
  • Supplemental Insurance ezAdd Technologysm
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Out-Of-The-Box Solutions.

To sync your insurance sales team on one simple platform.

Lead Management

Lead Management

Import & upload Leads populating info on lead like name, address, etc. Assign Leads to users in your sub-group.

Customer Management

Customer Management

Pin, add flags, notes & documents to customer as well as record number of phone calls to customers.

User Management

User Management

Admin areas to set up user sub-agents and logins as well as authorize and select products available to user.

Work Flow Focus

Work Flow Focus

Pin and flag customers. Utilize the Jump feature as well as add contact reminders to customers.

Data Filtering

Data Filtering

Query customer data to narrow any list of customers or enrollments. Filtering is also available for reports.

Reports

Reports

Admins have Access to Lead, Volume and Persistency Reporting for all agency sub-producers.

Data Export

Data Export

Export Commission Data to your Agency Commission Pay System. You can also export customer lists.

Mail & Email Templates

Mail & Email Templates

Conduct Mail or Email Campaigns (like re-enrollments for ACA) or send personal letters direct from InsureSync.

Auto-Dial Functionality

Auto-Dial Functionality

Tie in your digital phone dialing function to call directly from the imported lead in InsureSync saving the agent time.

Customization

Customization

Add agency company logos and customization to have a more personalized agency experience.

Affordable Pricing

Affordable Pricing

Infinite Spark, LLC charges an affordable monthly Agency and User fees charged every month by credit card.

ACA Enrollment

ACA Enrollment

Seamless ACA Enrollment process. Complete a certified ACA enrollment from eligibility to finished application on the platform.


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Enroll Your Agency's Ancillary Products Alongside ACA!

With ezAdd Technologysm your agents and brokers can quote and enroll your agency's ancillary products alongside ACA Qualified Health Plans, all in InsureSync, saving your agents from the hassle of logging into your platform separately, maximizing their productivity, and maximizing your agency's ability to service customers.

InsureSync ezAdd Technologysm works with popular enrollment platforms such as Enrollment 123, as well as proprietary platforms APIs. Reach out to us to discuss adding your agency's ancillary products to InsureSync.



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InsureSync User Pricing

InsureSync Subscription Fees

INDIVIDUAL AGENT

$50 /mo
Single User

  • ACA Enrollment Platform
  • Reports & Exports
  • CRM / Lead Import

AGENCY

$500 /mo
Includes 5 Users
$50 /mo
Each Additional User

  • ACA Enrollment
  • Reports & Exports
  • Lead Management
  • Isolated Database & Storage
  • Private Label (Agency Logo & Custom Subdomain)
  • 3 Available User Types (Admin, Agent & Service)
  • Create Isolated User Sub-Groups


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CONTACT INFO



Let's Talk.

Request a Demo, Sign-up or Ask a Question.

Technical Support Contact Section




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