Brokers are and will continue to be a crucial part of the insurance business. WebInsure Broker Portal allows appointed Agents and Brokers to assist prospects and customers. The Portal acts as a complete prospect/client management tool. It provides agents with all the tools to track and manage their customers.

Salient Features – Brokers:

• Manage list of prospective customers including their contact details, status, etc.
• Search plans on behalf of clients
• Send proposals to clients through the system
• Start application on behalf of clients
• Check the status of a submitted application
• Configure notifications
• Generate custom widgets which they can use on various sites to attract qualified traffic
• Monitor sub-broker's sales activities
• Track commissions
• Integrate with online lead generation entities
• Instantly configure 'Agent' labeled Web site for consumers
• Brand the Web site with Agent's contact details, logo, etc.
• Advertise the Web site to attract traffic

Salient Features – Clients:

• Find available health plans
• Filter plans for which their doctors are in-network
• Review and understand health plans, options and costs
• Compare plans relative to their own health insurance needs
• Compare projected out-of-pocket health care costs for each plan being considered
• Connect instantly to a customer help line or licensed insurance brokers for assistance
• Submit verification documents online
• File an electronic application with the health insurer
• Check status of the application