The foundation of our business

Broker-Source is our proprietary technology that acts as a CRM platform and gives you access to quote major medical, senior products and non-medical benefit carriers in your area.  With Broker-Source, it doesn't matter if you're working from a desktop or mobile device, our easy-to-use tool provides you the carrier and plan information you need to present comprehensive insurance solutions to your client – whether you’re working with an individual, group or senior.

Built by industry professionals with more than 50 years of direct carrier experience, Broker-Source was designed with the broker in mind.

Time is money

Within seconds of entering client demographic data, you can download a carrier comparison that illustrates carrier options, plan features and costs. This will help you gain the competitive edge, freeing up vital resources and allowing you to focus on increasing your bottomline.

Proposals can be emailed, printed and sent via text directly from our system. Whether you’re working with Millennials or Baby Boomers, you have a delivery method suited to your clients’ preferences.

Be connected

Our single-source platform is also linked directly to Simply enter your clients’ information into the Broker-Source platform and send them to our in-house FFM and AHIP-certified enrollment specialists to complete the enrollment process.

Broker-Source supports both group and individual markets, on and off the Marketplace Exchange, in multiple states. We also represent more than six senior product carriers, allowing you to address every type of client need.

Individual Group Medicare Short-Term Medical Ancillary
Anthem Aetna Aetna BlueKC BlueKC
BCBS OK Anthem Anthem IHC Cigna
Centene/Ambetter Assurant BlueKC UnitedHealthcare® Combine Insurance
Cox Health BlueKC Cigna   Delta Dental
Med Mutual Cox Medical Cigna Health Spring   Humana
  Humana Coventry   LifeSecure
  Med Mutual Humana   Medico
  National General Medico   Time
  UnitedHealthcare® Mutual of Omaha   VSP
    Silver Script    

Additional features

Our comprehensive platform provides more than rates and plan options. With our volume of business, we’ve learned to anticipate the questions your clients might have when evaluating coverage options. So we’ve created a warehouse for information such as:

  • Hospital networks by carrier
  • Subsidy calculator
  • Lowest-cost retail drug search tool 
  • Carrier contact numbers

We listen to our Broker Source partners who offer suggestions that can make the system even more valuable. After the close of the annual Open Enrollment Period, we make and test enhancements throughout the summer to be ready for the upcoming enrollment season.

Talk to one of our licensed and experienced broker consultants and schedule a system demonstration or request a quote be emailed to you to witness the end-user experience for yourself.

Schedule a demo now