EnrollSource

EnrollSource

The foundation of our business

EnrollSource 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 EnrollSource, 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, EnrollSource 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 healthcare.gov. Simply enter your clients’ information into the EnrollSource platform and send them to our in-house FFM and AHIP-certified enrollment specialists to complete the enrollment process.

EnrollSource 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 AARP/UHC BlueKC BlueKC
BCBS OK Anthem Aetna IHC Cigna
Centene/Ambetter Assurant Anthem UnitedHealthcare Combine Insurance
Cox Health BlueKC BlueKC   Delta Dental
Med Mutual Cox Medical Cigna   Humana
  Humana Cigna Health Spring   LifeSecure
  Med Mutual Coventry   Medico
  National General Humana   Time
  UnitedHealthcare Medico   VSP
    Mutual of Omaha    
    Transamerica    
    UnitedHealthcare    
    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