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Agents and Brokers
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Quote and Enroll

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Quote and Enroll capabilities for healthcare agents and brokers. Get the first, the second and the third best coverage options for clients. You can get started with a web browser, a computer or a smartphone. Experience the benefits of a CMS approved, Phase 3 EDE platform.

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CRM Solution

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A multifaceted platform for developing, improving and retaining your customer relationships. The CRM allows you to streamline processes in your marketing, sales and service areas and lets you focus on nurturing sales leads, storing all interactions and maintaining the customer relationships that matter.

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Group Policy Administration

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A single platform that lets you manage the benefits for multiple group accounts, improve productivity and increase your revenues. Configure the benefits and preferences for the groups, present in your portfolio. Manage employer contributions and enrollment periods for the groups and configure benefit administrators, access protocols and other preferences.

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