Software Solution for Health Insurance Brokers
The Ultimate Admin Software for Health Insurance Brokers
Discover how our comprehensive software can revolutionize your clinic by optimizing every process and improving patient care. Start now!
The solution we provide for Small to Medium size Health Insurance brokers covers everything needed to run your business, from Clients Listings, Referrals, customized reports, tax reports and daily logs we got you covered. The flexibility our solution provides gives us the ability to customize specific modules for your organization’s needs.
Are These Challenges Holding You Back?
Managing client data across multiple platforms.
Struggling with tedious paperwork and compliance.
Losing track of renewals, claims, and commission reports.
Spending more time on admin tasks than building client relationships.
Our Solution is:
Designed specifically for health insurance brokers.
Automates administrative tasks, organizes client data, and tracks commissions effortlessly.
Helps you stay compliant with industry standards
Everything You Need to Stay Ahead
Feature Highlights:
Client Management: Centralized database to manage client profiles, policies, and contact details.
Secure Document Storage: Store and access policy documents anytime.
Inventory management, task automation, forms creation, task tracking.
Analytics Dashboard: Get insights into your business performance.
Integrations with Google Sheets, Excel, and SQL.
Workflow automation, mobile and web apps, security and access permissions, data visualization including Power BI and Looker Studio.
Image and file management: photos, capture signatures, attach files, scanning functionality also included.