What We Provide

Our systems and services provide for the communication of the program, delivery of all relevant program materials, and delivery of individualized rates and benefits to the clients for e-enrollment.

Our services to you include:

• Product design to meet company objectives to obtain the best product and rates available


• Negotiate Offer Letter: Obtain and analyze census data to deliver terms and provisions advantageous to our clients' goals and needs


• Communication: Prepare client branded enrollment communication strategy and material


• Enrollment: Create and program client and product specific enrollment website to communicate enrollment details, rates, coverage, and terms. Allows easy and effective enrollment regardless of the worldwide locations of the applicants


• Broker Management: Manage agent's information, licensing, leads, and quotes


• Campaign Management: Manage pre-enrollment to policy issuance, coordinate enrollment timelines, coordinate billing between the carrier and client


• Client Service: Customer service calls pre and post enrollment, pre-underwrite applications, interface with carrier on underwriting requirements, review and deliver issued policies


• Data Security: Secure data and information delivery, data encryption and application security for all enrollment systems


• Post Enrollment Administration: Billing support and coordination

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