Brokers

An Enrollment Solution Designed for Brokers

Brokers love the ease of use and the tracking. And with the ability to duplicate last year’s enrollment as well as drag-and-drop an excel spreadsheet into the portal; the data-entry needs of the broker are last year’s problem. Additionally, the reporting allows the broker to schedule the reports they need when they need them.

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Features Include

Ability to easily walk the enrollees through the enrollment process

Population reporting and other reporting makes it easy to track and manage

Easy to use “fee assignment” makes sure all interested parties are compensated.

Easy to configure and manage the billing and funding.