AgentExpress gives brokers the ability to stay ahead in an ever-changing industry. Quick quoting, easy enrollment, client management, buttery smooth contracting, self-serve enrollment for clients, and exclusive lead purchasing are all in one platform.
Agent Express: Platform for Individual Enrollment
AgentExpress is a free technology platform and CRM for agents, agencies, and brokers which provides quoting and enrollment capabilities for ACA, Medicare Advantage, MAPD, PDP, Medigap, Short Term Medical, Ancillary, and Final Expense Life.
With limited time to enroll consumers during the annual Open Enrollment (OE) period – which is typically shorter in states relying on FFM – precious time was lost to dealing with the complexity, downtimes, and slowed enrollment process when utilizing the double-redirect to HealthCare.gov.
Enhanced Direct Enrollment allows brokers to:
- Manage marketplace documentation on behalf of their client such as downloading 1095 tax forms, something previously unavailable to brokers.
- Easily process life changes, SEP enrollments, and renew coverage.
- Process complex enrollment cases like Native American enrollment with no redirect to HealthCare.gov.
- Effectuate client plans by paying initial premium.
With EDE, the power of service is once again back in the hands of the broker. With no redirect for all enrollment cases the enrollment process is faster, allowing brokers to enroll more consumers during the limited OE period. EDE can also be incorporated into broker tools such as GetInsured’s AgentExpress. Such tools are designed to increase agent efficiency by providing an integrated EDE workflow, customer relationship management and support platform.
Field Marketing Organization (FMO) Services
AgentExpress provides the opportunity for brokers to appoint at top contract. Upon completing the contracting process, our agents receive: two-year advances on Medicare Supplement products, agency management tools, training, commissions tracking and reconciliation, compensation management (including BoB integration), online contracts management (including Vertifore and RTS integration), automated compliance management, and purchase exclusive, live-transfer leads with LeadsExpress.
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