Are you ready for open enrollment?

Open enrollment is right around the corner - is your organization ready?

When open enrollment rolls around every year, your agents will be busy. A few questions to keep top of mind before that period:

  1. Will your organization be properly equipped for the increase in work?
  2. Are you going to be operating as efficiently as possible by converting manual processes to automated processes?
  3. Do you have tools in place to ensure your top performing agents are getting the hottest leads?
  4. Do your agents have different ways to be notified of new leads (email, text, calendar invite)?
  5. Do you have complete visibility into analytics on the campaign, plan, carrier and agent level to make decisions in real-time?

If you’ve answered no to any of the questions above, it might be time to look into solutions that will increase organizational efficiency, thus decreasing overhead and lowering cost per acquisition.

Maximize profitability and efficiency in your organization with powerful automation.

icon-graph-greenThis is a game changer: integration with lead providers and custom workflows ensure leads are routed to the right agent, at the right time. Agents receive lead alerts via text, email or auto-appointment scheduling.

icon-gears-greenStop routing leads manually – use this time to monitor overall performance of agents, campaigns, and other custom dashboards to enable real-time decision making.

icon-users-greenKeep customers happy – ensure they’re always #1 by never missing a thing. Track all points of contact, auto-renewal dates and notifications, appointment alerts, and more.

1. Real-time lead integration

Seamlessly integrate purchased, inbound and organic leads. We have partnered with lead providers to help you bridge the gaps between finding, nurturing and converting leads.

2. Customized workflows

Create custom workflows to intelligently distribute leads directly to the agent, broker or call center using skills-based routing, state licensing, geographic location and more, getting leads to the right agents at the right time.

3. Automated lead alerts & appointment scheduling

Whether or not your organization utilizes a call center, our software can route leads to agents via call center or directly to the agent/broker. New or available leads can be broadcasted to agents via email, text messaging, or by auto-appointment scheduling.