Maximize production enrolling ACA & ancillary products
To sync your insurance sales team on one simple platform.
Import & upload Leads populating info on lead like name, address, etc. Assign Leads to users in your sub-group.
Pin, add flags, notes & documents to customer as well as record number of phone calls to customers.
Admin areas to set up user sub-agents and logins as well as authorize and select products available to user.
Pin and flag customers. Utilize the Jump feature as well as add contact reminders to customers.
Query customer data to narrow any list of customers or enrollments. Filtering is also available for reports.
Admins have Access to Lead, Volume and Persistency Reporting for all agency sub-producers.
Export Commission Data to your Agency Commission Pay System. You can also export customer lists.
Conduct Mail or Email Campaigns (like re-enrollments for ACA) or send personal letters direct from InsureSync.
Tie in your digital phone dialing function to call directly from the imported lead in InsureSync saving the agent time.
Add agency company logos and customization to have a more personalized agency experience.
Infinite Spark, LLC charges an affordable monthly Agency and User fees charged every month by credit card.
Seamless ACA Enrollment process. Complete a certified ACA enrollment from eligibility to finished application on the platform.
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.
Includes 5 Users
Each Additional User