We provide you with the most advanced quoting and enrollment system in the industry, at no additional cost!

This unmatched resource does it all! It’s your one-stop sales spot!

  • Collect/Store Scope of Appointment & Apps for 10+ years
  • Compare Plans & Formularies w/ CSG’s up-to-date plan information
  • Record appointments & Enroll clients using Connecture and/or Sunfire platforms
  • Store all client information in proprietary CRM
  • Schedule & Track appointment & sales process
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Advantages

  • Increase # of Appointments per Day!
  • Expand Geographic Selling Area!
  • Never Lose a Last-Minute Enrollment!
  • Avoid Wasting Time in Traffic!
  • 100% Compliant!

First-in-the-industry AI powered agent digital assistant

  • Access client information summaries on-the-go!
  • Receive in-the-moment AI prompts to help you find the right plan for your client.
  • Easily review previous meetings with Call Summaries.