Brokers play an essential role in state-based health insurance exchanges by guiding consumers and small businesses through the complexities of health insurance. They provide advice on different health insurance options, compare various plans, help with the enrollment process, assist with carrier communication, and act as consumer advocates.
GetInsured is deeply committed to the broker community, a pivotal part of the health insurance ecosystem. The specialized GetInsured Broker and Agency portals offer a comprehensive solution suite tailored to their practical needs. The portal’s rich array of functions offer brokers and agency managers – who may support hundreds of customers – the opportunity to view their entire book of business, drill into any specific customer accounts, and upload documentation to resolve a data matching issues (DMI).
The book of business design is optimized for efficiency during the busy open enrollment period, with several filters to facilitate easy searches. For example, a broker could filter to find one or more customers who meet a certain criteria, such as having a binder payment due. Brokers can also easily generate reports and analytics from the portal to support their business. This mature solution enables brokers to assist a diverse group of customers quickly and efficiently while streamlining the administration and management of daily operations.
Portal users also receive real-time notices that convey important requirements, changes, or deadlines related to the customer’s account and health and dental policies. These include enrollment confirmation, confirmation of termination of enrollment, DMI reminder notices, and Easy Enrollment notices, among others. Customers and brokers can receive these via multiple channels, including email, SMS, and postal mail.
For example, our platform notifies brokers when a customer requests a new designation from an agent of record or removes a designation. In addition, brokers and navigators receive a daily summary notice that provides a comprehensive overview of all the changes and action items for all the customers in their book of business. This ensures each user is informed of relevant updates and can manage their tasks efficiently.
We continuously refine these tools based on broker feedback to ensure they remain at the forefront of industry needs, demonstrating our dedication to being a broker-friendly partner.
Broker Portal Mobile App
GetInsured built the Broker Portal Mobile Application to help brokers access and conduct business on the fly. The Broker Portal Mobile Application supports various agency roles with a security-compliant application. Users can log in with multi-factor authentication that supports biometric ID functionality such as FaceID.
In addition to completing applications and enrollments, the mobile app provides agencies and brokers with access to performance dashboards, book of business with detailed customer information, delegation notices, notice history, and contact lists. The innovative mobile application allows brokers to securely enroll customers anytime and anywhere.
Brokers need the best technology to efficiently assist consumers in navigating the complex health insurance marketplace. Our advanced tools and platforms enable brokers to offer personalized service, resolve issues swiftly, and maintain compliance, ultimately enhancing the consumer experience and ensuring clients receive the best possible coverage. To learn more about the Broker Portal and our other advanced state-based exchange tools, reach out to hello@getinsured.com.
