Select the Modules your business needs for one integrated environment.
- Billing and Payment Processing
Flexible individual, group, and association billing. Includes Late Notice Schedules.
- Agent Services
Appointments and Commissions. Tie together Agent Appointments, insurance policies associated with those appointments, and commission schedules. Administer multi-level commission processing by allocating commissions to all vested parties.
- Claims Processing
Rule-based and tailored communications are available for client follow-ups, reminders, and third-party correspondence.
- Employer Services
HRA and COBRA administration.
- Forms Processing
Fillable PDF templates are available for auto-generation and delivery.
- Client Portal Logins
Available portals include Employer, Individual, Agency and Agent.