Platform Features

Every tool a health insurance broker needs — CRM, automation, campaigns, AI, and more — in one platform.

Feature #1

CRM & Pipeline Management

Track every client, prospect, and policy across carriers with a CRM purpose-built for health insurance brokers.

Feature #2

Never let a lead go cold or a client feel forgotten with email and SMS drip campaigns triggered by enrollment status, dates, and tags.

Feature #3

Automatically track renewal dates across every carrier and trigger outreach sequences 90, 60, and 30 days before deadlines to prevent churn.

Feature #4

Launch pre-built campaign templates for Open Enrollment and Special Enrollment Periods with countdown automations and compliant messaging.

Feature #5

Capture, qualify, and nurture leads with landing pages, ad integrations, AI-powered qualification, and 24/7 conversation AI.

Feature #6

Manage every client conversation from one unified inbox across SMS, email, Facebook, Instagram, WhatsApp, and phone with AI-powered responses.

Feature #7

Automate review requests after enrollment, monitor reviews across platforms, and build the social proof that drives referrals.

Start your 14-day free trial today. No credit card required.