• Online application and enrollment:

1. subscriber only
2. subscriber + spouse
3. subscriber + spouse + child
4. subscriber + spouse + children
5. child only

• Secure application area linked to application request:

1. 128 bit encryption
2. type of plan(s), hmo, pos, ancillary
3. social security number
4. name, address, city, state, zip, phone
5. employment information
6. dependent information
7. provider search and selection
8. comprehensive health questionnaire
9. detailed medical history pages
10. plan specific enrollment forms
11. collection for first month's premium via credit card
12. automatic withdrawal via credit card
13. print application
14. save application as .pdf file

• Automatic underwriter notification
• Review and acceptance or denial notification via USPS or .pdf

Groups Portal

• Accept detailed group contact information from:

1. subscribing group
2. broker

• Automatic system-assigned proposal number
• Input current competitor information and/or anticipated renewal rates from current provider
• Accept census information via Excel, (or ASCII delimited)
• Produce online proposal as .pdf document for email or print

1. based upon a preset raf
2. based upon a preset net margin
3. based upon a preset broker commission

Broker Portal

• Input current competitor information and/or anticipated renewal rates from current provider
• Upload census information via excel, (or ascii delimited)
• Produce online proposal as .pdf document for email or print
• Track proposals from underwriting

Account Executive Portal

• Input current competitor information and/or anticipated renewal rates from current provider
• Upload census information via excel, (or ascii delimited)
• Produce online proposal as .pdf document for email or print
• Track proposals from underwriting

Click below to download product specifications.
Point of Sale Portal