Smart Quoting Platform
Quote medical, dental, vision and life across major carriers on one platform within 5 minutes!
Streamline your renewals
Analyzes thousands of plans in seconds to help your clients find the optimized plan at the lowest price or highest coverage.
Support multiple lines of coverage
Analyzes and provides support for medical & ancillary coverage without any hassle via machine learning!
Instant Analysis
Shows medical and ancillary coverage easily with the ability to filter key decision points across different benefits variables.
Eliminate human error
Eliminates manual data entry while you upload hundreds of plan benefits and rate information for your client or on behalf of your clients.
Quote & Enroll
Simply, Quickly.
Let machine learning sift through thousands of plans and carrier limiting factors!
Schedule Demo NowPowerful, Easy-to-Use Interface
A unique solution designed to quickly and accurately produce highly configured intelligent quotes for healthcare marketplace operators such as brokerage and benefit administration organizations.
The CPQ module supports several lines of coverage, including small group, ACA, Level funded and large group for both Core and Voluntary groups including medical, dental, life and disability products.
The CPQ module supports several lines of coverage, including small group, ACA, Level funded and large group for both Core and Voluntary groups including medical, dental, life and disability products.
Census Submission
Smart Carrier Proposals Document Reader & Generator
Plan Filtering and Sorting
Contribution Modeling
Quote Comparison and Recommendation
Accurate Pre-loaded Carrier Rates
Robust Carrier Document Library
Carrier Integrated Enrollment
Census Submission
Smart Carrier Proposals Document Reader & Generator
Plan Filtering and Sorting
Contribution Modeling
Quote Comparison and Recommendation
Accurate Pre-loaded Carrier Rates
Robust Carrier Document Library
Carrier Integrated Enrollment
How We Do It?
Generate elegant, client-ready, branded proposals that outshine the competition - in 1 click. Make changes to client quotes, proposals, census, and contribution levels seamlessly.
