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

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.