Individual Sales
Webinsure Consumer Broker Portal for Individual Sales
Brokers are and will continue to be a crucial part of the insurance business. hCentive's Broker Portal allows your appointed Agents and Brokers to assist prospects and customers. The Portal acts as a complete prospect/client management tool. It provides your agents with all the tools to track and manage their customers.With the Broker Portal, agents can:
- 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
Clients can leverage Agent's website to:
- 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
Data Sheet
hCentive's WebInsure Consumer is the perfect solution for insurers looking for a proactive approach
towards web based insurance solutions.

Success Story
Deployment of Leading-edge Provider Portal helps a Fortune 500 insurer improve its Workers Compensation and Customer Service Experience.

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