Health Brokers rely on our software to identify new opportunities, engage with the right message, and close more deals.
The Complete (Data) Picture
This is what a 38 page 5500 filing looks like on our platform.
Plan level summaries for key metrics like premiums, participants & commissions.
Granular policy level details where you need them.
Data that Goes Further
Recent plan details are great, but history defines your prospect's profile.
Our custom reports deliver up to 6 years of employer, plan & broker changes in a concise snapshot.
Testimonials
What clients are saying
"I like your system much better than the Zywave system. While the Zywave system gives more information, yours is much easier to use and I can prospect much faster"
- Daniel G
Connor & Gallagher OneSource