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
Upcoming Webinar
Opportunities & Challenges from Healthcare Reform
May 22, 2012
2 pm EDT
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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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